Offshore
e == "enterprise": * expand_error_handling_phases() * add_security_configuration_phase() * include_audit_logging() * IF user_technical_level == "beginner": * add_pre_flight_setup_phase() * include_screenshot_checkpoints() * expand_troubleshooting_guide() *…
des all necessary configurations
* Positions nodes with logical spacing
* Handles errors gracefully (retry + notify)
* Imports without any issues
* Runs immediately after credential setup
* Includes test scenarios for validation
* Comes with deployment guide
* Offers optional documentation
---
Ready to begin.
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* Positions nodes with logical spacing
* Handles errors gracefully (retry + notify)
* Imports without any issues
* Runs immediately after credential setup
* Includes test scenarios for validation
* Comes with deployment guide
* Offers optional documentation
---
Ready to begin.
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Offshore
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The Few Bets That Matter
Another hit on $ANET after excellent earnings.
Meta continues to expand its partnership with Nvidia for scale-out. That means part of that CapEx won’t go to $ANET anymore.
They’re not replacing them, just adding Nvidia’s systems on top. And yet, $ANET posted a great quarter with strong guidance.
It shows how strong CapEx spending is and will remain this year at least.
Pretty impressive to stay this strong while your biggest customer is diversifying.
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Another hit on $ANET after excellent earnings.
Meta continues to expand its partnership with Nvidia for scale-out. That means part of that CapEx won’t go to $ANET anymore.
They’re not replacing them, just adding Nvidia’s systems on top. And yet, $ANET posted a great quarter with strong guidance.
It shows how strong CapEx spending is and will remain this year at least.
Pretty impressive to stay this strong while your biggest customer is diversifying.
$NVDA $META
BREAKING: Meta Signs a Multi-Year Partnership with NVIDIA to Build AI Infrastructure
As per the deal:
- Meta expands NVIDIA CPU deployment and significantly improves performance per watt in its data centers.
- Meta scales out AI workloads with NVIDIA Spectrum-X Ethernet, supporting network efficiency and throughput.
This one seemed pretty obvious...Zucks raised CapEx guide to around $130B and Jensen last week said Meta has been the single best company in utilizing AI for their recommendation engines.
Looks like a decent chunk of that CapEx spend, which already was going to Nvidia, will continue going to them.
AI datacenter buildout cycle is simply not over. tweet
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The Transcript
RT @TheTranscript_: NYT after seeing Buffett buying into them: https://t.co/wHlN9cF7am
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RT @TheTranscript_: NYT after seeing Buffett buying into them: https://t.co/wHlN9cF7am
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Video
Moon Dev
Openclaw can work for you 24/7/365
but don’t waste hundreds of hours trying to figure it out
This is the one thing that will save you so much agony https://t.co/wyXHksV4D2
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Openclaw can work for you 24/7/365
but don’t waste hundreds of hours trying to figure it out
This is the one thing that will save you so much agony https://t.co/wyXHksV4D2
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Benjamin Hernandez😎
$HD CONSUMER STRENGTH INDICATOR.
Price $381.77. Algorithmic footprints show quiet accumulation near the daily support base. The 2.40% yield offers solid downside protection.
Hold your shares as the setup matures.
Follow me or DM for exact levels.
$SOC $BMNR $BYND $NB $PULM https://t.co/5VQtPrG8in
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$HD CONSUMER STRENGTH INDICATOR.
Price $381.77. Algorithmic footprints show quiet accumulation near the daily support base. The 2.40% yield offers solid downside protection.
Hold your shares as the setup matures.
Follow me or DM for exact levels.
$SOC $BMNR $BYND $NB $PULM https://t.co/5VQtPrG8in
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Fiscal.ai
RT @BradoCapital: Levelling up the @fiscal_ai visual identity across our research content.
More coming soon. https://t.co/d1Cy17jvl4
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RT @BradoCapital: Levelling up the @fiscal_ai visual identity across our research content.
More coming soon. https://t.co/d1Cy17jvl4
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God of Prompt
RT @godofprompt: Perplexity is terrifyingly good at competitive intelligence.
If you use these 10 prompts, you’ll see why:
(Bookmark this thread for later) https://t.co/iEiiYxTKyp
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RT @godofprompt: Perplexity is terrifyingly good at competitive intelligence.
If you use these 10 prompts, you’ll see why:
(Bookmark this thread for later) https://t.co/iEiiYxTKyp
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DAIR.AI
As agents become production workloads, the inference infrastructure needs to be agent-aware, not just model-aware.
Current systems manage LLM inference engines and tool orchestrators separately, causing suboptimal resource allocation and memory waste.
ThunderAgent treats agentic workflows as LLM Programs, creating unified resource visibility spanning KV caches, system states, and external tool assets.
It features a program-aware scheduler and a tool resource manager that optimize cache performance and reduce memory waste.
Demonstrates a 1.5-3.6x throughput improvement in serving, 1.8-3.9x in RL rollout, and up to 4.2x disk memory savings.
Paper: https://t.co/mb9VU8VEU9
Learn to build effective AI agents in our academy: https://t.co/LRnpZN7L4c
tweet
As agents become production workloads, the inference infrastructure needs to be agent-aware, not just model-aware.
Current systems manage LLM inference engines and tool orchestrators separately, causing suboptimal resource allocation and memory waste.
ThunderAgent treats agentic workflows as LLM Programs, creating unified resource visibility spanning KV caches, system states, and external tool assets.
It features a program-aware scheduler and a tool resource manager that optimize cache performance and reduce memory waste.
Demonstrates a 1.5-3.6x throughput improvement in serving, 1.8-3.9x in RL rollout, and up to 4.2x disk memory savings.
Paper: https://t.co/mb9VU8VEU9
Learn to build effective AI agents in our academy: https://t.co/LRnpZN7L4c
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Video
Brady Long
If we keep this up you’re gonna see this next time you come home. https://t.co/7tOBl20c2w
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If we keep this up you’re gonna see this next time you come home. https://t.co/7tOBl20c2w
RIP typing.
I just watched my Mac finish a 4-hour workday in 90 seconds.
This is absurd. https://t.co/zYVc8O4HId tweet