ai

738.7M ຄັ້ງທີ່ເບິ່ງ
6.3M ກຳລັງສົນທະນາ
Goldchau 金猪
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ຢືນຢັນແລ້ວ
金猪判断:$ANTHROPIC 的 IPO 价格区间终于出来了,盘前合约却还在往下走——我偏多,但只在回踩时分批,不追。 Anthropic 官方 11/10 启动路演:发行 8.25 亿股 A 类股,价格区间 70–78 美元,申请 Nasdaq 代码 ANT。注册声明还没生效,最终定价没出。 币安盘前永续现在约 1,343,24h 约 −4%;从 11/2 开盘约 1,724 算,已经跌了约 22%。 我的理解:区间落地 = 最大的不确定性少了一个,合约这一路跌更像是先把估值泡沫挤掉,不是 AI 故事没了。 我的计划:昨天低点约 1,254 附近小仓试多,跌破 1,250 认错走;站回约 1,420(昨天高点)再加。 提醒:盘前永续不是股票,也不代表持有 Anthropic 股份,价格可能和上市后的股价对不上,仓位和杠杆一定控制好。 IPO 定价前这几天,你打算怎么安排自己在 $ANTHROPIC 上的仓位? #Anthropic #IPO #AI $ANTHROPIC 数据来源:Anthropic 官方公告、币安合约行情。DYOR,不构成投资建议。
金猪判断:$ANTHROPIC 的 IPO 价格区间终于出来了,盘前合约却还在往下走——我偏多,但只在回踩时分批,不追。

Anthropic 官方 11/10 启动路演:发行 8.25 亿股 A 类股,价格区间 70–78 美元,申请 Nasdaq 代码 ANT。注册声明还没生效,最终定价没出。

币安盘前永续现在约 1,343,24h 约 −4%;从 11/2 开盘约 1,724 算,已经跌了约 22%。

我的理解:区间落地 = 最大的不确定性少了一个,合约这一路跌更像是先把估值泡沫挤掉,不是 AI 故事没了。

我的计划:昨天低点约 1,254 附近小仓试多,跌破 1,250 认错走;站回约 1,420(昨天高点)再加。

提醒:盘前永续不是股票,也不代表持有 Anthropic 股份,价格可能和上市后的股价对不上,仓位和杠杆一定控制好。

IPO 定价前这几天,你打算怎么安排自己在 $ANTHROPIC 上的仓位?

#Anthropic #IPO #AI $ANTHROPIC

数据来源:Anthropic 官方公告、币安合约行情。DYOR,不构成投资建议。
爱吃熊的蜂蜜:
这个盘前发行了之后会变成什么呀
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ສັນຍານກະທິງ
#AI 有人说ai泡沫已经刺破,币圈也会迎来熊市真正的大暴跌,无数山寨会归零?⬇️ 民主党获胜之后,都在说民主党会封杀ai,但是又有多少人知道:“奥巴马作为民主党人,是最早提出国家ai战略的?”⬇️ 在国家发展面前,两党一定是团结一致的,不可能在战略上互相拆台。⬇️ 我们所看到的听到的,那都是主力故意利用媒体制造的恐慌,毕竟发这些新闻是没有任何成本的,最终也可以圆回来。⬇️ 所以,我认为ai当下并没有泡沫,还在早期发展中,币圈也并不会有暴跌出现,接下来一天会比一天好。⬇️ 关注我,为你的财富保驾护航!
#AI 有人说ai泡沫已经刺破,币圈也会迎来熊市真正的大暴跌,无数山寨会归零?⬇️

民主党获胜之后,都在说民主党会封杀ai,但是又有多少人知道:“奥巴马作为民主党人,是最早提出国家ai战略的?”⬇️

在国家发展面前,两党一定是团结一致的,不可能在战略上互相拆台。⬇️

我们所看到的听到的,那都是主力故意利用媒体制造的恐慌,毕竟发这些新闻是没有任何成本的,最终也可以圆回来。⬇️

所以,我认为ai当下并没有泡沫,还在早期发展中,币圈也并不会有暴跌出现,接下来一天会比一天好。⬇️

关注我,为你的财富保驾护航!
V起来:
是的,一天比一天好
基本可以确定此次 $QQQ 的底部就是 640 了。 且 AI 泡沫基本出清,未来两年内不用担心美国爆发黑天鹅(金融危机)。理由如下: 1)川普在中选和 AI 之间选择了保 AI,也就是保融资。这个最核心的问题川普已经解决了,详见下面第 3 点。 2)巨头们密集发债,对市场跌不在乎。 3)川普中选基本上没发力,而是通过战争控制油价,通过油价改变资本流向,它抬高长端美债收益率,驱赶部分长期资本从美债转移到 AI 债。同时打压他国经济,挤压海外资本流入美国。简之就是美债的钱流入 AI 债,世界的钱流入美债。 所以此次是民主党牺牲了中选保的 AI,未来一两年 AI 叙事将继续向前。两党内心都清楚,只有 AI 才能解决美国的债务危机。 #AI
基本可以确定此次 $QQQ 的底部就是 640 了。

且 AI 泡沫基本出清,未来两年内不用担心美国爆发黑天鹅(金融危机)。理由如下:

1)川普在中选和 AI 之间选择了保 AI,也就是保融资。这个最核心的问题川普已经解决了,详见下面第 3 点。

2)巨头们密集发债,对市场跌不在乎。

3)川普中选基本上没发力,而是通过战争控制油价,通过油价改变资本流向,它抬高长端美债收益率,驱赶部分长期资本从美债转移到 AI 债。同时打压他国经济,挤压海外资本流入美国。简之就是美债的钱流入 AI 债,世界的钱流入美债。

所以此次是民主党牺牲了中选保的 AI,未来一两年 AI 叙事将继续向前。两党内心都清楚,只有 AI 才能解决美国的债务危机。

#AI
shuiwuxing_Andy
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我依然坚定认为昨天是抄底的好时候。至少可以抄底三五成仓位。

比如早上 640 可以买到 $QQQ ,几乎和年初差不多价格。等于少走了 10 个月高位的弯路。😂

但大部分人要么爆仓没信心了,要么套牢没资金了。只能干熬着。

故现金流和仓位管理的重要性不言而喻了。

#抄底最佳时机
刚刷到 Coinbase 官方:给 Coinbase for Agents 上了新的 Agent Controls,而且是跑在 Coinbase 自己服务器上的,agent 改不了,也绕不过去。 可以设单笔交易美元上限、24 小时交易额上限,还能给组合设一个回撤自动停手——比如亏超 5%,agent 就先停交易,得自己在 App 里再打开。产品权限(现货、股票、衍生品给不给 agent 碰)官方写的是即将上线。 AI 帮忙下单是方便,这种把闸门留在平台这边的做法,我觉得挺必要的。 $COIN #AI
刚刷到 Coinbase 官方:给 Coinbase for Agents 上了新的 Agent Controls,而且是跑在 Coinbase 自己服务器上的,agent 改不了,也绕不过去。

可以设单笔交易美元上限、24 小时交易额上限,还能给组合设一个回撤自动停手——比如亏超 5%,agent 就先停交易,得自己在 App 里再打开。产品权限(现货、股票、衍生品给不给 agent 碰)官方写的是即将上线。

AI 帮忙下单是方便,这种把闸门留在平台这边的做法,我觉得挺必要的。
$COIN #AI
🇨🇳 A blacklisted Chinese defense university bought Nvidia H200 chips anyway Northwestern Polytechnical University, one of China's "Seven Sons of National Defense" and on the US Entity List since 2001, bought two Nvidia H200 chips in October for 874,700 yuan (about $123,000), a procurement record reviewed by Reuters shows. It bought through a local supplier, not Nvidia, and also rented H200 computing power through five contracts this year. Reuters found 26 records of Chinese institutions reaching restricted Nvidia chips this way. ⭐ It lands as Nvidia faces heavy pressure in Washington, with Senator Kevin Cramer now calling on Jensen Huang to step down, and gives lawmakers fresh ammunition for tighter chip controls. #AI
🇨🇳 A blacklisted Chinese defense university bought Nvidia H200 chips anyway

Northwestern Polytechnical University, one of China's "Seven Sons of National Defense" and on the US Entity List since 2001, bought two Nvidia H200 chips in October for 874,700 yuan (about $123,000), a procurement record reviewed by Reuters shows. It bought through a local supplier, not Nvidia, and also rented H200 computing power through five contracts this year. Reuters found 26 records of Chinese institutions reaching restricted Nvidia chips this way.

⭐ It lands as Nvidia faces heavy pressure in Washington, with Senator Kevin Cramer now calling on Jensen Huang to step down, and gives lawmakers fresh ammunition for tighter chip controls.

#AI
Decentralized AI Weight Distribution: Eliminating Cloud Egress Penalties with On-Chain CanistersThe rapid growth of open-source artificial intelligence foundation models and parameter-efficient fine-tuning techniques, specifically Low-Rank Adaptation (LoRA), has transformed the economics of model deployment. Rather than retraining multi-billion parameter foundation weights, engineering teams deploy compact adapter weights ranging from fifteen to several hundred megabytes to dynamically alter model behavior across distributed inference clusters. However, housing model checkpoints and safetensors weights inside centralized cloud object storage systems like Amazon Web Services S3 introduces significant financial overhead and operational vulnerabilities. 1. The Data Egress Penalty on Distributed Inference In autoscaling GPU inference clusters, worker nodes dynamically retrieve model weights and domain-specific LoRA adapters across regions: - Centralized cloud providers penalize outbound cross-region data transfer at rates frequently exceeding ninety dollars per terabyte. - When dozens or hundreds of inference workers pull weights simultaneously during demand spikes, compounding bandwidth liabilities frequently exceed the underlying GPU compute expenditure. - Multi-cloud architectures that split training pipelines from inference providers exacerbate these egress liabilities. 2. On-Chain Canister Storage and Reverse Gas Economics Deploying AI model weights and checkpoint shards on the Internet Computer Protocol ($ICP) via decentralized storage canisters resolves bandwidth taxation through orthogonal persistence and the reverse gas model: - Zero Egress Bandwidth Fees: Smart contract canisters self-fund resource consumption through cycles burning. Read requests and weight downloads streaming across boundary node gateways incur zero gas fees for end users and zero bandwidth invoices for infrastructure operators. - Cryptographic Anti-Poisoning Verification: Weight shards committed to canister storage are hashed via BLAKE3 algorithms and verified by subnet threshold consensus. This provides mathematical assurance that model weights remain untampered prior to ingestion by GPU inference engines. - Sovereign Lifecycle Governance: Storage canisters are managed by cryptographic principals and smart contracts rather than corporate credit cards, protecting mission-critical model infrastructure against arbitrary service suspensions or credential leaks. 3. S3 Specification Interoperability By preserving compatibility with standard object storage interfaces, decentralized canister storage enables modern Python inference frameworks such as vLLM, Hugging Face TGI, and PyTorch pipelines to transition seamlessly to on-chain infrastructure without rewriting underlying codebase components. As artificial intelligence systems become foundational to global digital operations throughout 2026, shifting model weight distribution to decentralized, zero-egress on-chain architecture provides enterprise operators with enhanced economic efficiency and infrastructural resilience. $ICP #ICP #BinanceSquare #Web3 #AI

Decentralized AI Weight Distribution: Eliminating Cloud Egress Penalties with On-Chain Canisters

The rapid growth of open-source artificial intelligence foundation models and parameter-efficient fine-tuning techniques, specifically Low-Rank Adaptation (LoRA), has transformed the economics of model deployment. Rather than retraining multi-billion parameter foundation weights, engineering teams deploy compact adapter weights ranging from fifteen to several hundred megabytes to dynamically alter model behavior across distributed inference clusters.
However, housing model checkpoints and safetensors weights inside centralized cloud object storage systems like Amazon Web Services S3 introduces significant financial overhead and operational vulnerabilities.
1. The Data Egress Penalty on Distributed Inference
In autoscaling GPU inference clusters, worker nodes dynamically retrieve model weights and domain-specific LoRA adapters across regions:
- Centralized cloud providers penalize outbound cross-region data transfer at rates frequently exceeding ninety dollars per terabyte.
- When dozens or hundreds of inference workers pull weights simultaneously during demand spikes, compounding bandwidth liabilities frequently exceed the underlying GPU compute expenditure.
- Multi-cloud architectures that split training pipelines from inference providers exacerbate these egress liabilities.
2. On-Chain Canister Storage and Reverse Gas Economics
Deploying AI model weights and checkpoint shards on the Internet Computer Protocol ($ICP ) via decentralized storage canisters resolves bandwidth taxation through orthogonal persistence and the reverse gas model:
- Zero Egress Bandwidth Fees: Smart contract canisters self-fund resource consumption through cycles burning. Read requests and weight downloads streaming across boundary node gateways incur zero gas fees for end users and zero bandwidth invoices for infrastructure operators.
- Cryptographic Anti-Poisoning Verification: Weight shards committed to canister storage are hashed via BLAKE3 algorithms and verified by subnet threshold consensus. This provides mathematical assurance that model weights remain untampered prior to ingestion by GPU inference engines.
- Sovereign Lifecycle Governance: Storage canisters are managed by cryptographic principals and smart contracts rather than corporate credit cards, protecting mission-critical model infrastructure against arbitrary service suspensions or credential leaks.
3. S3 Specification Interoperability
By preserving compatibility with standard object storage interfaces, decentralized canister storage enables modern Python inference frameworks such as vLLM, Hugging Face TGI, and PyTorch pipelines to transition seamlessly to on-chain infrastructure without rewriting underlying codebase components.
As artificial intelligence systems become foundational to global digital operations throughout 2026, shifting model weight distribution to decentralized, zero-egress on-chain architecture provides enterprise operators with enhanced economic efficiency and infrastructural resilience.
$ICP #ICP #BinanceSquare #Web3 #AI
🚨 TETHER'S TINY AI AGENT BEATS MODELS 2.5 TIMES ITS SIZE AT CONTROLLING YOUR PHONE 📰 ¿QUÉ PASÓ? BotPsy packs 800 million parameters into an AI assistant designed to manage everyday tasks locally, outperforming larger rivals as Tether expands its push into decentralized artificial intelligence. 📊 IMPACTO EN TECNOLOGÍA El desarrollo pone de relieve cómo la inteligencia artificial está pasando rápidamente de ser una herramienta experimental a tener un papel cada vez más importante en empresas y servicios. 🔎 Fuente: Decrypt 🤔 💬 ¿Hasta dónde crees que podría llegar el impacto de la IA en esta área? #AI #ArtificialIntelligence #Crypto_Marker #News
🚨 TETHER'S TINY AI AGENT BEATS MODELS 2.5 TIMES ITS SIZE AT CONTROLLING YOUR PHONE

📰 ¿QUÉ PASÓ?
BotPsy packs 800 million parameters into an AI assistant designed to manage everyday tasks locally, outperforming larger rivals as Tether expands its push into decentralized artificial intelligence.

📊 IMPACTO EN TECNOLOGÍA
El desarrollo pone de relieve cómo la inteligencia artificial está pasando rápidamente de ser una herramienta experimental a tener un papel cada vez más importante en empresas y servicios.

🔎 Fuente: Decrypt

🤔 💬 ¿Hasta dónde crees que podría llegar el impacto de la IA en esta área?

#AI #ArtificialIntelligence #Crypto_Marker #News
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ສັນຍານກະທິງ
Who Verifies The AI? 🤖 AI agents are becoming increasingly capable of processing information, generating reports, and supporting business decisions. But an important question remains. Who verifies the calculations behind their outputs? For enterprises, this challenge becomes particularly relevant when AI applications interact with confidential financial records, operational databases, and proprietary business information. The accuracy of these calculations can directly influence business-critical decisions. Space and Time Enterprise introduces infrastructure designed to address this requirement. Powered by Proof of SQL, the offering enables supported calculations to generate cryptographic proofs while underlying business records remain within the organization's environment. This introduces new possibilities for AI-driven workflows. An AI agent could use a supported calculation to evaluate business performance. An automated reporting system could generate financial metrics accompanied by cryptographic evidence. A decision-support application could rely on verified computational results rather than depending exclusively on traditional trust assumptions. The important distinction is that sensitive corporate information does not need to be publicly exposed for supported calculations to be verified. Through its broader verifiable computation infrastructure, $SXT is helping advance an approach where cryptographic proof becomes part of emerging data-driven applications. As enterprises continue integrating AI into everyday operations, computational verification could become an increasingly important requirement. Intelligence can generate insights. Verification helps establish confidence in the calculations behind them. #AI
Who Verifies The AI? 🤖

AI agents are becoming increasingly capable of processing information, generating reports, and supporting business decisions.

But an important question remains.

Who verifies the calculations behind their outputs?

For enterprises, this challenge becomes particularly relevant when AI applications interact with confidential financial records, operational databases, and proprietary business information.

The accuracy of these calculations can directly influence business-critical decisions.

Space and Time Enterprise introduces infrastructure designed to address this requirement.

Powered by Proof of SQL, the offering enables supported calculations to generate cryptographic proofs while underlying business records remain within the organization's environment.

This introduces new possibilities for AI-driven workflows.

An AI agent could use a supported calculation to evaluate business performance.

An automated reporting system could generate financial metrics accompanied by cryptographic evidence.

A decision-support application could rely on verified computational results rather than depending exclusively on traditional trust assumptions.

The important distinction is that sensitive corporate information does not need to be publicly exposed for supported calculations to be verified.

Through its broader verifiable computation infrastructure, $SXT is helping advance an approach where cryptographic proof becomes part of emerging data-driven applications.

As enterprises continue integrating AI into everyday operations, computational verification could become an increasingly important requirement.

Intelligence can generate insights.

Verification helps establish confidence in the calculations behind them.

#AI
🚨 $NVDA GOVERNANCE SHOCK TRIGGERS STRUCTURAL RE-PRICING ACROSS AI SECTORS! 📉 Institutional order flow is violently recalibrating as succession risk hits $NVDA following severe boardroom scrutiny. 📊 When a primary structural pillar faces leadership vacuum without a public successor, smart money immediately hedges equity and high-beta AI exposure like $AGPU . ⚡ We are witnessing a classic liquidity purge rather than a simple retail dip. 🦈 Disciplined market participants tighten risk parameters and wait for order blocks to stabilize before stepping back into the arena. 💡 Are you locking in hedge positions or waiting for absolute structural confirmation? 👇 ⚠️ Not financial advice. Always manage your risk. 🛡️ 🏷️ #NVDA #AI #MarketStructure #Crypto 🔥 💎
🚨 $NVDA GOVERNANCE SHOCK TRIGGERS STRUCTURAL RE-PRICING ACROSS AI SECTORS! 📉

Institutional order flow is violently recalibrating as succession risk hits $NVDA following severe boardroom scrutiny. 📊 When a primary structural pillar faces leadership vacuum without a public successor, smart money immediately hedges equity and high-beta AI exposure like $AGPU . ⚡

We are witnessing a classic liquidity purge rather than a simple retail dip. 🦈 Disciplined market participants tighten risk parameters and wait for order blocks to stabilize before stepping back into the arena. 💡 Are you locking in hedge positions or waiting for absolute structural confirmation? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #NVDA #AI #MarketStructure #Crypto

🔥 💎
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🚨 $100B Raise vs. Regulatory Heat: What’s Next for the Anthropic IPO? 🤖📊 Anthropic is heading toward what could be the largest IPO in history, aiming to raise up to $100 billion! However, after the Nasdaq dropped 5.5% on Nov 5 and data centre regulation concerns heated up, its expected valuation slipped from $2 trillion to around $1.5 trillion. Before the roadshow kicks off, where do you stand on these 3 key angles? 1️⃣ Can Anthropic defend the $1 trillion valuation floor despite market pressure? 2️⃣ SpaceX jumped 19% on its June debut—will Anthropic follow with a green surge or face a Day-1 pullback? 3️⃣ With Claude’s new Personal Finance beta reading connected bank accounts, would you ever let AI access your banking data? Cast your vote in the comments: Bullish 🚀 or Cautious 🛡️? #AnthropicIPO #BinanceSquare #CryptoNews #AI #BinancePick $ANTHROPIC {future}(ANTHROPICUSDT)
🚨 $100B Raise vs. Regulatory Heat: What’s Next for the Anthropic IPO? 🤖📊

Anthropic is heading toward what could be the largest IPO in history, aiming to raise up to $100 billion! However, after the Nasdaq dropped 5.5% on Nov 5 and data centre regulation concerns heated up, its expected valuation slipped from $2 trillion to around $1.5 trillion.

Before the roadshow kicks off, where do you stand on these 3 key angles?

1️⃣ Can Anthropic defend the $1 trillion valuation floor despite market pressure?
2️⃣ SpaceX jumped 19% on its June debut—will Anthropic follow with a green surge or face a Day-1 pullback?
3️⃣ With Claude’s new Personal Finance beta reading connected bank accounts, would you ever let AI access your banking data?

Cast your vote in the comments: Bullish 🚀 or Cautious 🛡️?

#AnthropicIPO #BinanceSquare #CryptoNews #AI #BinancePick $ANTHROPIC
🚨 BOARDROOM SHOCK AT $NVDA SENDS SHOCKWAVES ACROSS THE ENTIRE AI SECTOR! ⚡ When the captain at the helm faces an unexpected ouster, the ripple effect tears straight through high-beta momentum. An eleven percent weekly bleed in $NVDA is dragging down correlated AI tokens like $AGPU and $DJT as smart money rapidly reprices governance risk. 📊 Volatility is the ultimate test of trader composure while the broader market digests this unprecedented leadership vacuum. Cutting leverage and tightening risk parameters is the only playbook worth running until order flow stabilizes. ⚡ Are you rotating out of AI exposure or scaling into the dip? 👇 ⚠️ Not financial advice. Always manage your risk. 🛡️ 🏷️ #NVDA #AI #CryptoNews #Volatility 🔥 💎
🚨 BOARDROOM SHOCK AT $NVDA SENDS SHOCKWAVES ACROSS THE ENTIRE AI SECTOR! ⚡

When the captain at the helm faces an unexpected ouster, the ripple effect tears straight through high-beta momentum. An eleven percent weekly bleed in $NVDA is dragging down correlated AI tokens like $AGPU and $DJT as smart money rapidly reprices governance risk. 📊

Volatility is the ultimate test of trader composure while the broader market digests this unprecedented leadership vacuum. Cutting leverage and tightening risk parameters is the only playbook worth running until order flow stabilizes. ⚡

Are you rotating out of AI exposure or scaling into the dip? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #NVDA #AI #CryptoNews #Volatility

🔥 💎
#AnthropicRejectsIPODelayValuationinQuestion 🔥 Orders Are Multiple Times the Shares. Is $78 Too Cheap? Bloomberg reports Anthropic's IPO book is already multiple times oversubscribed on day two of the roadshow. 📊 Up to $90.4B raised with the IPO plus a private placement 🏦 $26B of that comes from Nvidia, Microsoft, Google, TSMC, others 📈 Q3 revenue $16.9B, up 46% from $11.5B the quarter before ⚠️ Q3 operating loss $567M vs $974M profit in Q2 Watch next: Amodei and Jamie Dimon go live Friday, pricing lands Nov 18. ANT prices above $78 or inside the range by Nov 18? 👇 $NVDA $BTC #AnthropicRejectsIPODelayValuationinQuestion #AnthropicIPO #AI
#AnthropicRejectsIPODelayValuationinQuestion
🔥 Orders Are Multiple Times the Shares. Is $78 Too Cheap?

Bloomberg reports Anthropic's IPO book is already multiple times oversubscribed on day two of the roadshow.

📊 Up to $90.4B raised with the IPO plus a private placement
🏦 $26B of that comes from Nvidia, Microsoft, Google, TSMC, others
📈 Q3 revenue $16.9B, up 46% from $11.5B the quarter before
⚠️ Q3 operating loss $567M vs $974M profit in Q2

Watch next: Amodei and Jamie Dimon go live Friday, pricing lands Nov 18.

ANT prices above $78 or inside the range by Nov 18? 👇

$NVDA $BTC
#AnthropicRejectsIPODelayValuationinQuestion #AnthropicIPO #AI
刚刷了眼手机,英伟达董事会这会儿正在开会,决定黄仁勋的去留。 CNN说特朗普政府内部也有人预期他会被炒,彭博更狠:董事会已经请了外部机构物色接班人,还在商量要不要先上个临时CEO。 这已经不是绯闻了。NYT刚爆第二桩:对象是直接向他汇报的医疗副总裁。第一桩疑似间谍那位,司法部还在查。黄仁勋周日内部信道过歉,董事会周一请了Wachtell律所。63岁,掌舵33年,没接班人,持股3.6%。 盘后NVDA又跌8.6%,白天涨的2.9%全吐回去。本周蒸发约6000亿刀,收盘时已从10月初高点跌了27%。 AI币先跌为敬:$TAO 215.8,$RENDER 1.552,今天-4.3%。$BTC 73,833,还在72,700支撑上磨。 决定大概率今晚到明早出结果。A,真换人,AI币先崩一波;B,董事会怂了、黄仁勋留任,今晚就是抄底窗口。你站哪边? $TAO $RENDER $BTC #英伟达 #黄仁勋 #AI
刚刷了眼手机,英伟达董事会这会儿正在开会,决定黄仁勋的去留。

CNN说特朗普政府内部也有人预期他会被炒,彭博更狠:董事会已经请了外部机构物色接班人,还在商量要不要先上个临时CEO。

这已经不是绯闻了。NYT刚爆第二桩:对象是直接向他汇报的医疗副总裁。第一桩疑似间谍那位,司法部还在查。黄仁勋周日内部信道过歉,董事会周一请了Wachtell律所。63岁,掌舵33年,没接班人,持股3.6%。

盘后NVDA又跌8.6%,白天涨的2.9%全吐回去。本周蒸发约6000亿刀,收盘时已从10月初高点跌了27%。

AI币先跌为敬:$TAO 215.8,$RENDER 1.552,今天-4.3%。$BTC 73,833,还在72,700支撑上磨。

决定大概率今晚到明早出结果。A,真换人,AI币先崩一波;B,董事会怂了、黄仁勋留任,今晚就是抄底窗口。你站哪边?

$TAO $RENDER $BTC
#英伟达 #黄仁勋 #AI
刚刷到 Google 官方:在 Google AI Studio 上线了 Gemini Decisions API,背后是新模型 Gemini Decision 1。 它不是一个字一个字往外生成答案,而是对着同一份输入(文字、图片、音频、视频、PDF 都行),一次就能评估最多 1000 道是非、选择或打分题,直接给出概率和置信度。官方写端到端大约 150–250 毫秒,输入按每百万 token 0.10 美元计,输出 token 不收费。 比较适合模型路由、政策检查、工具选择这类“选项本来就有限”的场景。Google 自己已经拿它给 Gemini Notebook 做实时路由,也用在 Search 里 MCP 工具的安全层上。 #AI #Gemini
刚刷到 Google 官方:在 Google AI Studio 上线了 Gemini Decisions API,背后是新模型 Gemini Decision 1。

它不是一个字一个字往外生成答案,而是对着同一份输入(文字、图片、音频、视频、PDF 都行),一次就能评估最多 1000 道是非、选择或打分题,直接给出概率和置信度。官方写端到端大约 150–250 毫秒,输入按每百万 token 0.10 美元计,输出 token 不收费。

比较适合模型路由、政策检查、工具选择这类“选项本来就有限”的场景。Google 自己已经拿它给 Gemini Notebook 做实时路由,也用在 Search 里 MCP 工具的安全层上。
#AI #Gemini
GOOGUS+2,38%
🇨🇳 Beijing wants 5 world-class humanoid robot makers and capacity for 200,000 robots a year by 2028 Beijing has released a 2026-2028 action plan for embodied AI robots, aiming to build at least five internationally leading and ten nationally leading humanoid makers by 2028. The city targets 200,000 complete robots a year of production capacity, plus new embodied-AI computing clusters of over 50,000 PFLOPS and more than 1 million hours of real-world robot training data from at least 100 sites. Robots should carry 40%+ of their own weight and run over 2,000 hours between failures. ⭐ China's capital is turning humanoids from lab demos into an industrial policy with hard production and reliability targets, raising the stakes in the global robot race. #AI #Robotics
🇨🇳 Beijing wants 5 world-class humanoid robot makers and capacity for 200,000 robots a year by 2028

Beijing has released a 2026-2028 action plan for embodied AI robots, aiming to build at least five internationally leading and ten nationally leading humanoid makers by 2028. The city targets 200,000 complete robots a year of production capacity, plus new embodied-AI computing clusters of over 50,000 PFLOPS and more than 1 million hours of real-world robot training data from at least 100 sites. Robots should carry 40%+ of their own weight and run over 2,000 hours between failures.

⭐ China's capital is turning humanoids from lab demos into an industrial policy with hard production and reliability targets, raising the stakes in the global robot race.

#AI #Robotics
Tether $USDT không chỉ là vua stablecoin, giờ còn nhảy thẳng vào AI! Họ vừa ra mắt "BotPsy", một AI agent 800 triệu tham số thiết kế riêng cho điện thoại và thiết bị cá nhân. Đây là game changer! Đừng coi thường quy mô nhỏ! BotPsy đã ĐÁNH BẠI các mô hình lớn hơn gấp 2.5 lần trong các benchmark, đạt 45.0% hiệu suất so với 38.8% của AI Alibaba. Điều này chứng minh rằng AI nhỏ, chuyên biệt có thể vượt trội các "gã khổng lồ" đa năng. Tác động? BotPsy có thể thực hiện đa tác vụ cục bộ ngay trên thiết bị của bạn, không cần máy chủ đám mây. Hãy nghĩ đến quyền riêng tư, tốc độ xử lý tức thì và tiềm năng giảm chi phí khổng lồ. Tether đã phát hành BotPsy dưới dạng mã nguồn mở. Dù kết quả ban đầu là từ các bài test của chính họ và cần kiểm chứng độc lập, hướng đi này khẳng định: tương lai của AI cá nhân có thể thuộc về các mô hình nhỏ gọn, hiệu quả cao. Khi một ông lớn như Tether bắt đầu định hình tương lai AI, đặc biệt là với mô hình open-source và on-device, nó không chỉ là tin tức công nghệ. Nó tác động đến dòng tiền, narrative và tiềm năng tích hợp sâu hơn giữa AI và crypto. Liệu chúng ta có thấy stablecoin AI trong tương lai gần không? #AI #Crypto #Tether $USDT
Tether $USDT không chỉ là vua stablecoin, giờ còn nhảy thẳng vào AI! Họ vừa ra mắt "BotPsy", một AI agent 800 triệu tham số thiết kế riêng cho điện thoại và thiết bị cá nhân. Đây là game changer!

Đừng coi thường quy mô nhỏ! BotPsy đã ĐÁNH BẠI các mô hình lớn hơn gấp 2.5 lần trong các benchmark, đạt 45.0% hiệu suất so với 38.8% của AI Alibaba. Điều này chứng minh rằng AI nhỏ, chuyên biệt có thể vượt trội các "gã khổng lồ" đa năng.

Tác động? BotPsy có thể thực hiện đa tác vụ cục bộ ngay trên thiết bị của bạn, không cần máy chủ đám mây. Hãy nghĩ đến quyền riêng tư, tốc độ xử lý tức thì và tiềm năng giảm chi phí khổng lồ.

Tether đã phát hành BotPsy dưới dạng mã nguồn mở. Dù kết quả ban đầu là từ các bài test của chính họ và cần kiểm chứng độc lập, hướng đi này khẳng định: tương lai của AI cá nhân có thể thuộc về các mô hình nhỏ gọn, hiệu quả cao.

Khi một ông lớn như Tether bắt đầu định hình tương lai AI, đặc biệt là với mô hình open-source và on-device, nó không chỉ là tin tức công nghệ. Nó tác động đến dòng tiền, narrative và tiềm năng tích hợp sâu hơn giữa AI và crypto. Liệu chúng ta có thấy stablecoin AI trong tương lai gần không?

#AI #Crypto #Tether
$USDT
🔥 AI & Agent — Bản Tin 12/11/2026 Bối cảnh: Thị trường AI/Agent đang tăng tốc với các mô hình LLM ngày càng mạnh. BTC $73,780.32 (+0.19%), FET (Fetch.ai) $0.1477 (+1.03%). 📰 Tin AI nổi bật: - Ask HN: Is the rate of progress in AI exponential? (▲11) 📚 Paper mới: - Medical Image Segmentation: Foundation Model Adaptation versus Task-Specific Training - Toward Foundation Detection Models via Example-Based Grounding in EM-DETR - TorchCurves: Differentiable Parametric Curves 👉 Tại sao đáng chú ý: • AI đang từ nghiên cứu chuyển sang ứng dụng thương mại • Theo dõi FET, RNDR, TAO; tin AI chưa đủ xác nhận dòng tiền vào token • Agent AI tự động đang trở thành trend mới ✅ Theo dõi: Mô hình AI mới, partnership crypto-AI, regulation Mỹ/EU ⚠️ Rủi ro: Biến động thị trường, cạnh tranh big tech, unlock token. Đầu tư đi kèm rủi ro. 🎯 Nhận định: AI là xu hướng dài hạn, chọn dự án có sản phẩm thực tế. 📊 SL/TP FET Tham Khảo — mốc khung 1d (giá: $0.1477) • Vùng mua: $0.1344 – $0.1507 • TP1: $0.1637 | TP2: $0.1699 • SL: $0.1317 Bấm vào đây để giao dịch 👇 $FET #AI #Agent #FetchAI #Crypto
🔥 AI & Agent — Bản Tin 12/11/2026

Bối cảnh: Thị trường AI/Agent đang tăng tốc với các mô hình LLM ngày càng mạnh. BTC $73,780.32 (+0.19%), FET (Fetch.ai) $0.1477 (+1.03%).

📰 Tin AI nổi bật:
- Ask HN: Is the rate of progress in AI exponential? (▲11)

📚 Paper mới:
- Medical Image Segmentation: Foundation Model Adaptation versus Task-Specific Training
- Toward Foundation Detection Models via Example-Based Grounding in EM-DETR
- TorchCurves: Differentiable Parametric Curves

👉 Tại sao đáng chú ý:
• AI đang từ nghiên cứu chuyển sang ứng dụng thương mại
• Theo dõi FET, RNDR, TAO; tin AI chưa đủ xác nhận dòng tiền vào token
• Agent AI tự động đang trở thành trend mới

✅ Theo dõi: Mô hình AI mới, partnership crypto-AI, regulation Mỹ/EU

⚠️ Rủi ro: Biến động thị trường, cạnh tranh big tech, unlock token. Đầu tư đi kèm rủi ro.

🎯 Nhận định: AI là xu hướng dài hạn, chọn dự án có sản phẩm thực tế.

📊 SL/TP FET Tham Khảo — mốc khung 1d (giá: $0.1477)
• Vùng mua: $0.1344 – $0.1507
• TP1: $0.1637 | TP2: $0.1699
• SL: $0.1317

Bấm vào đây để giao dịch 👇
$FET

#AI #Agent #FetchAI #Crypto
AI 现在能看你银行账户了,你敢开吗? 11 月 5 号 Anthropic 给 Claude 上了个 Personal Finance,美国的付费用户先用。把银行卡、信用卡连上去,就能直接问它「这个月钱都花哪了」「发工资前还剩几笔账单要还」。 几个关键点先说清楚: 只读。不能转账,不能理财,动不了你的钱 走 Plaid 接银行,Claude 看不到你的银行密码 能看到余额、额度,还有最近两年的流水 说实话,「只读」这两个字是这功能能不能活下去的关键。钱转不走,最坏也就是隐私被看光。可两年流水其实已经很能说明一个人了:住哪、几点点外卖、每月几号发工资、经常给谁转账,全在里面。 还有个细节,OpenAI 今年 5 月就给 ChatGPT 上过差不多的功能,现在两家都在抢「帮你管钱」这块。Anthropic 又正好在走 IPO,这个节点推金融功能,挺有意思的。 币圈的人看这事应该更敏感。天天被教育私钥别给人看、授权要精确额度,结果现在要把整份银行流水交给一个聊天机器人。 要是让我选,查账、找重复扣费这种事确实省心,但主卡肯定不连,顶多拿张零花钱的卡试试水。 你呢?会让 AI 看你的账户吗?「只读」够让你放心吗? #AnthropicIPO #AI $ANTHROPIC
AI 现在能看你银行账户了,你敢开吗?

11 月 5 号 Anthropic 给 Claude 上了个 Personal Finance,美国的付费用户先用。把银行卡、信用卡连上去,就能直接问它「这个月钱都花哪了」「发工资前还剩几笔账单要还」。

几个关键点先说清楚:
只读。不能转账,不能理财,动不了你的钱
走 Plaid 接银行,Claude 看不到你的银行密码
能看到余额、额度,还有最近两年的流水

说实话,「只读」这两个字是这功能能不能活下去的关键。钱转不走,最坏也就是隐私被看光。可两年流水其实已经很能说明一个人了:住哪、几点点外卖、每月几号发工资、经常给谁转账,全在里面。

还有个细节,OpenAI 今年 5 月就给 ChatGPT 上过差不多的功能,现在两家都在抢「帮你管钱」这块。Anthropic 又正好在走 IPO,这个节点推金融功能,挺有意思的。

币圈的人看这事应该更敏感。天天被教育私钥别给人看、授权要精确额度,结果现在要把整份银行流水交给一个聊天机器人。

要是让我选,查账、找重复扣费这种事确实省心,但主卡肯定不连,顶多拿张零花钱的卡试试水。

你呢?会让 AI 看你的账户吗?「只读」够让你放心吗?

#AnthropicIPO #AI $ANTHROPIC
📢 US data center restrictions could give Bitcoin miners an edge in AI, though challenges remain As US voters push back against new data centers, Bitcoin miners already expanding into AI could benefit from their existing facilities. 📌 Fuente: Cointelegraph ¿Crees que esto afectará el precio a corto plazo? Los leo abajo. 👇 ⚠️ Contenido informativo, no es asesoría financiera (DYOR). $BTC #Crypto #AI
📢 US data center restrictions could give Bitcoin miners an edge in AI, though challenges remain

As US voters push back against new data centers, Bitcoin miners already expanding into AI could benefit from their existing facilities.

📌 Fuente: Cointelegraph

¿Crees que esto afectará el precio a corto plazo? Los leo abajo. 👇

⚠️ Contenido informativo, no es asesoría financiera (DYOR).

$BTC #Crypto #AI
马斯克放话想拉黄仁勋入伙,这俩AI大佬要是真联手,算力天花板直接捅破。 硬件大佬遇上软件疯子,AI叙事绝对起飞,盯着算力链和AI代币,别错过这波盛宴。 #AI #NVDA
马斯克放话想拉黄仁勋入伙,这俩AI大佬要是真联手,算力天花板直接捅破。

硬件大佬遇上软件疯子,AI叙事绝对起飞,盯着算力链和AI代币,别错过这波盛宴。

#AI #NVDA
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