Mils or rekt. No in between.
Bermudes
Joined December 2017
- Tweets3.6K
- Following4.4K
- Followers382
- Likes48.9K
Vespucci retweeted
$NBIS just squeezed another 1.13% of training throughput out of 192 $NVDA B300 GPUs running DeepSeek V3 with a single software adjustment.
Obviously this might sound small but when you're operating thousands of GPUs even incremental efficiency gains matter and I think next phase of competition will come down to how much performance you can extract from existing hardware.
Vespucci retweeted
When she finds out your entire net worth is in Latin American equities with no AI exposure.
Vespucci retweeted
$NBIS is an AI cloud company.
When people think about Nebius, they still lump it in with the neoclouds. Management sees it very differently.
In the words of Nebius CTO Danila Shtan:
“We are the AI cloud, we don’t care, let other guys be neoclouds.”
“Our next competition point is taking on AWS and Google Cloud.”
Nebius CTO, Danila Shtan, on the competitive field and compute capacity:
"We are the AI cloud, we don't care, let other guys be neoclouds. We are the AI cloud and this is our mental model. We are not competing with the neocloud markets, we kind of believe we are past that. Our next competition point is taking on AWS and Google Cloud."
"People are concerned that these investments are huge and people put a lot into the infrastructure, etc. My view, if I compare what we see in the market with what was there 2 years ago, we are barely scratching the surface. I think the overall demand over the next 3 years will increase 10 fold, 100 fold maybe."
Via @jacobeffron
$NBIS $AMZN $GOOGL
Vespucci retweeted
Quel délire, encore et toujours. Incapables de baisser les dépenses, certains veulent encore augmenter les prélèvements de l’Etat.
Quand comprendront-ils que leurs taxes finissent toujours par être payées par les clients ? Que quand on taxe le lait, ce n’est pas la vache qui paie mais le consommateur ?
Quand cesseront-ils de nous appauvrir ?
Nous ne pouvons pas les laisser continuer.
#OnArrive
🚨🇫🇷 FLASH | L'Assemblée nationale a ADOPTÉ un amendement qui prévoit de TAXER les géants pour la consommation des clients. PlayStation, Netflix, Google (YouTube) ou encore Amazon devront PAYER 0,055€ par gigaoctet téléchargé/visionné par le client, avec un plafond à 15% du CA en France ou 2% du CA total. La hausse serait potentiellement répercutée sur le CLIENT ensuite, comme c’est le cas de certaines taxes.
Le projet de loi doit encore être adopté dans son ensemble par l’Assemblée puis le Sénat pour être appliqué, mais des voix se lèvent déjà parmi les députés pour que l’amendement soit refusé.
Vespucci retweeted
The "Rack Spread" is unfolding, token prices are falling while GPU prices climb
Change since mid-July:
- B300 GPU rentals up 106%
- B200 up 66%
- H100 up 17%
- Average token prices down 58%
Charts of the Week: a16z.news/p/charts-of-the-we…
Vespucci retweeted
Pèp ayisyen,
Nou prèske fin deplwaye sòlda nou yo ak ekipman nou yo sou tè Ayiti. Sa a se pa yon operasyon kont pèp ayisyen an, ni yon envazyon peyi Ayiti. Nou pa yon gwo pisans. Nou pa gen okenn enterè ni pou nou vin domine pèp ayisyen an, ni pou nou mete men sou richès Ayiti.
Nou se yon peyi modès k ap devlope. Sèl sa nou vle, se pou kat teknisyen avyasyon nou yo tounen lakay yo. Epi n ap bay gang yo yon leson, gang sa yo k ap fè pèp ayisyen an soufri, ki touye moun pèp la renmen yo, k ap anpeche l viv yon lavi nòmal, lib, san laperèz.
Se prèske nou menm sèl k ap peye pou operasyon sa a. Menmsi nou resevwa yon ti èd lojistik nan men kèk lòt peyi, se ak pwòp ti kès nou n ap kouvri 90% nan depans yo.
Sa koute nou chè, men nou te aprann nan pwòp soufrans nou: jistis ak lapè pa gen pri. Nou te pase nan menm soufrans Ayiti ap travèse jodi a. Nou te viv yon beny san ki te pi terib toujou pase sa pèp ayisyen an ap sibi kounye a. Nou konnen sa sa vle di: viv nan laperèz, pa fè politisyen konfyans, pa kwè okenn moun ki pwomèt l ap ede w. Paske pèsonn pa t vin ede nou, e moun ki te vini yo pa t gen bon entansyon nan kè yo.
Men nou te rive chape anba sa. Apre 200 lane soufrans, finalman n ap viv nan lapè, e jodi a nou se peyi ki gen plis sekirite sou kontinan an.
Nou pa vin ann Ayiti pou nou touche lajan, paske pèsonn pa peye nou pou sa. Nou vin ann Ayiti pou nou goumen kont mechan yo.
Men sa m ap mande nou: fè nou konfyans, lapriyè sèl vrè Bondye a, epi mande L pou L geri Ayiti.
“Lè sa a si pèp ki pote non m lan lapriyè nan pye m, si yo soumèt devan mwen, si yo pran chache m ankò, si yo vire do bay vye peche yo t'ap fè yo, m'ap tande yo nan syèl kote m ye a, m'ap padonnen peche yo, m'ap fè peyi a kanpe ankò.”
2 Kwonik 7:14
Ede nou ede Ayiti.
Epi lè misyon nou an fini, n ap tounen lakay nou. Petèt jenerasyon Ayisyen k ap vini yo ap sonje nou kòm zanmi ki te vin ede yon lè.
Vespucci retweeted
“Startup companies like Nebius are doing incredibly well.” - @JensenHuang, @nvidia CEO at #NVIDIAGTC Berlin keynote
Vespucci retweeted
"I'm going to give you a tagline: No tagline needed!" - @JensenHuang, CEO, @nvidia #NVIDIAGTC Berlin
Vespucci retweeted
Pour moi, c'est l'image la plus horrible de ce 17 octobre:
Un couple d'octogénaire dépouillé de tout, en pleine rue, laissé à moitié nu.
Comme si les Rolex, les Vuiton, les Hermès, les Dior, les Sephora pillés n'étaient pas suffisants pour la revente.
L'image qui devrait être un signal d'alarme pour tout l'occident.
L'image d'un pseudo président qui a perdu le contrôle. Qui a totalement échoué envers son peuple.
L'image d'une gauche radicale qui a sacrifié votre propre identité pour faire de votre pays une zone de guerre, aux arrières-plans culturels qui n'ont rien à voir avec les vôtres.
Cette image est effrayante!
Vespucci retweeted
🔴🫵🏻 Le contre-budget de LFI complètement démoli et atomisé par un éditorialiste économique en 3 minutes, bon sang que c’est jouissif 🤣
Mélenchon au pouvoir, ça serait la ruine du pays en 24h chrono. 🙄
Vespucci retweeted
Hark Pro is now live. @hark_labs runs real-time AI inference on @nebiustf.
Congratulations to the Hark team on the launch!
Vespucci retweeted
🚨 $NBIS has reportedly signed an LOI to secure a significant portion of a planned 600 MW AI gigafactory in Rotterdam, Netherlands.
The project, developed by VOLT, is expected to require €7B in investment for its first 200 MW phase alone.
Still early days, but potentially another significant addition to Nebius’ expanding European infrastructure pipeline.
Source: De Telegraaf
Vespucci retweeted
Nvidia’s CTO just explained why $NBIS stands out from every other neocloud.
A normal cloud and an AI factory are not the same thing. A traditional cloud is built for flexible, general purpose computing. An AI factory has to make the GPUs, CPUs, storage, networking and software work together like one giant system. That is basically what Nebius is building.
Nebius VP of Product Narek T. says customers are choosing the platform mainly because of reliability and performance. Having the newest Nvidia GPUs is nice but at this scale that is not enough. Customers care about how efficiently thousands of GPUs work together and, more importantly, what happens when something breaks and something will break. When you are running thousands of GPUs, hardware failures are inevitable. Nebius says its platform can automatically detect and replace unhealthy nodes in roughly 12 to 15 minutes while protecting the workload. Manually, that process can take hours. That matters because an AI lab does not want a massive training run getting interrupted every time one server fails.
Nebius is also getting extremely early access to Nvidia’s newest systems. It was the first cloud provider in Europe to put GB300 NVL72 into production and the first globally to connect it with 800 Gbps Quantum X800 InfiniBand. Each GB300 NVL72 rack combines 72 Blackwell Ultra GPUs and 36 Grace CPUs into one liquid cooled system, with NVLink essentially making the rack behave like one enormous GPU. Nebius can then connect multiple racks together for even larger training and reasoning workloads. And they are already preparing for Vera Rubin.mThis is where the story gets more interesting to me. Nebius does not want to just rent GPUs by the hour forever. The company is also building serverless inference products where customers pay for actually running models and producing tokens and that could be a MUCH better business. Nvidia recently said Nebius software optimizations increased token throughput on the same GB300 hardware by as much as 2.7x in six months, while reducing cost per token by more than 60%.. That means Nebius can generate more tokens, more revenue and better economics from the same amount of data center power.
Extremely bullish on $NBIS
Vespucci retweeted
इस छोटी-सी चिड़िया ने आज फिर से प्रकृति का एक खूबसूरत राज़ खोल दिया 🤯🐦
शेर की आँख के अंदर एक जिंदा कीड़ा चला गया था उसकी आँखे खुल नहीं पा रही थी
शेर की आँख से चिड़िया ने उसे खींच निकाला लेकिन असली हैरानी तो तब हुई, जब शेर ने आँखें खोली... Read news
Readers added context they thought people might want to know
इस वीडियो में दिखाया गया दृश्य AI से बनाया गया है। असली शेर पक्षी द्वारा आंख के अंदर चोंच मारे जाने पर इतना शांत नहीं बैठ सकता और कीड़ा रबर की तरह नहीं खिंचता। प्रकृति में पक्षी जानवरों के परजीवी हटा सकते हैं लेकिन यह क्लिप वास्तविक नहीं है।
threads.com/@meta.ai/post/… x.com/SandroSantana2…
