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s4mmy· 2025-09-23 07:36
RT s4mmy (@S4mmyEth)ICYMI: NVIDIA + OpenAI reveal $100bn strategic partnership to deploy 10GW of GPU infra.This is ∼2x Portugal’s entire annual electricity consumption.This builds on the existing $500bn Stargate agreement with SoftBank.That’s not all today:1) Oracle is in talks with Meta over $20b AI deal, and;2) xAI raises $10b at $200b valuation.GPUs and power are going to be the biggest bottlenecks for AI development.It’s no wonder that Big Tech is throwing eye watering sums of money at the problem.This ...
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s4mmy· 2025-09-23 07:35
Market Trends - DeSci should rebrand to DeScAi, indicating a potential shift in market perception [1] - AI is up another 3% on the week, highlighting its continued growth [1] - The recurring catalyst in DeSci and other segments is AI, suggesting its significant influence [1] Key Players & Catalysts - Bio Protocol is carrying the DeSci market segment, demonstrating its leadership [1] - Agentic Co-scientists are identified as a catalyst for Bio Protocol, implying their importance [1] Investment Opportunities & Risks - If one blinks, AI will be back at 70%, potentially sidelining those who miss the opportunity, indicating a risk of missing out on gains [1]
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s4mmy· 2025-09-23 06:00
DeSci should rebrand to DeScAiBio Protocol is carrying that market segment & the catalyst is Agentic Co-scientistsAI is also up another 3% on the weekPay attention; If you blink, AI will be back at 70% & you'll be sidelinedThe recurring catalyst in each of these is AI https://t.co/MAaRwPgw27nairolf (@0xNairolf):monday mindshare:- biggest winner: ZK- DeSci keeping the momentum, with @BioProtocol now 91% of the whole sector mindshare- AI doing not so bad- prediction markets cooling off a bit- biggest losers: ...
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s4mmy· 2025-09-23 05:52
Banger: https://t.co/vb8X2BIywSChief AI Officer (@chiefaioffice):https://t.co/068Qij9QiY ...
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s4mmy· 2025-09-23 04:36
RT s4mmy (@S4mmyEth)ICYMI: NVIDIA + OpenAI reveal $100bn strategic partnership to deploy 10GW of GPU infra.This is ∼2x Portugal’s entire annual electricity consumption.This builds on the existing $500bn Stargate agreement with SoftBank.That’s not all today:1) Oracle is in talks with Meta over $20b AI deal, and;2) xAI raises $10b at $200b valuation.GPUs and power are going to be the biggest bottlenecks for AI development.It’s no wonder that Big Tech is throwing eye watering sums of money at the problem.This ...
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s4mmy· 2025-09-22 19:49
TLDR: Buy ADA.mert | helius.dev (@0xMert_):study the larry ellison trade anonthey keep looping it like a yield farmcrypto mfers have an edge here because you're already used to itI will restate one more time> be hardware company> sign 12 fig deal with AI company> hardware stock go up on paper> AI company raise ...
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s4mmy· 2025-09-22 19:18
RT ConsumerFi AI (@ConsumerFi)ConsumerFi is the personal recommendation for apps, agents and marketplaces.Turning personal context into personal experiences, entertainment and rewards. ...
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s4mmy· 2025-09-22 19:08
RT s4mmy (@S4mmyEth)The recurring theme amongst ALL crypto project developments is AI.1- DeSci = “Decentralized AI co-scientists”, essentially research assistants @BioProtocol @yesnoerror2- Prediction markets = AI automated trading ( @Talus_Labs @quantrix_agent @BillyBets_ai )3- Robotics / DePAI = @NRNAgents @GEODNET_ @codecopenflow @AukiNetwork @iotex_io @xmaquina4- Sports Betting = Automated bookkeepers playing house ( @sire_agent )5- Wallet UX = Wallets will have in built agents that will become an agg l ...
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s4mmy· 2025-09-22 18:43
Hang on a minute, so:1) Jensen pays Sam $100bn for a stake in OpenAI2) Then Sam takes that $100bn and invests in NVIDIA GPUs from JensenImagine if it’s an accounting scandal that pops the AI bubble this time round.s4mmy (@S4mmyEth):ICYMI: NVIDIA + OpenAI reveal $100bn strategic partnership to deploy 10GW of GPU infra.This is ∼2x Portugal’s entire annual electricity consumption.This builds on the existing $500bn Stargate agreement with SoftBank.That’s not all today:1) Oracle is in talks with Meta ...
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s4mmy· 2025-09-22 18:26
AI Infrastructure Investment - NVIDIA 与 OpenAI 达成战略合作,计划部署 10 吉瓦(GW)的 GPU 基础设施,投资额达 1000 亿美元 [1][2] - 10 吉瓦的电力消耗约为葡萄牙全国年用电量的 2 倍 [1] - 软银与 Stargate 达成现有协议,投资额高达 5000 亿美元 [1] - xAI 融资 100 亿美元,估值达到 2000 亿美元 [1] AI Development Bottlenecks - GPU 和电力将成为人工智能发展的最大瓶颈 [1] - 大型科技公司正在投入巨额资金解决这些瓶颈问题 [1] Downstream Effects on Crypto - 许多 AI 应用建立在最新的模型迭代之上,加密产品将受到下游影响 [2] - 随着 AI 应用的发展,具有完善收入代币经济模型的 AI 项目将获得价值 [2] - AI 繁荣 2.0 可能比许多人预期的更近 [2] Oracle and Meta - Oracle 正在与 Meta 就 200 亿美元的人工智能交易进行谈判 [1]