Workflow
s4mmy
icon
Search documents
X @s4mmy
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 ...
X @s4mmy
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]
X @s4mmy
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: ...
X @s4mmy
s4mmy· 2025-09-23 05:52
Banger: https://t.co/vb8X2BIywSChief AI Officer (@chiefaioffice):https://t.co/068Qij9QiY ...
X @s4mmy
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 ...
X @s4mmy
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 ...
X @s4mmy
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. ...
X @s4mmy
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 ...
X @s4mmy
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 ...
X @s4mmy
s4mmy· 2025-09-22 18:26
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 will have downstream ...