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LangGraph Assistants: Building Configurable AI Agents
LangChain· 2025-07-02 14:45
Imagine you've built a perfect agent for your blog writing team. Now your social media team wants to use it but they need different prompts, different models and different tools. But modifying your underlying code for each use case is not only time consuming but also prone to errors.This creates two distinct problems. Developers get stuck in constant code changing cycles that slow down iteration while business teams can't experiment without engineering support. That's where Lang graph assistants come in.Tod ...
深挖英伟达Blackwell
半导体行业观察· 2025-06-30 01:52
公众号记得加星标⭐️,第一时间看推送不会错过。 来源:内容 编译自 hipsandcheese 。 Nvidia 长期以来一直致力于打造巨型 GPU。其最新的图形架构 Blackwell 延续了这一传统。GB202 是最大的 Blackwell 芯片。它占据了 750 平方毫米的庞大面积,并拥有 922 亿个晶体管。GB202 拥 有 192 个流多处理器 (SM),这是 GPU 上与 CPU 核心最接近的等效单元,并通过一个庞大的内存 子系统为其供电。 Nvidia 的 RTX PRO 6000 Blackwell 拥有迄今为止最大的 GB202 配置。它与 Nvidia 产品线中的 RTX 5090 并列,后者也使用 GB202,但禁用了更多 SM。 | | RTX PRO 6000 Blackwell | RTX 5090 | AMD Radeon RX 9070 | | --- | --- | --- | --- | | Maximum Clock Speed | 2.85 GHz | 2.91 GHz, observed by TPU | 3.2 GHz | | Core Count | 188 S ...
Events are the Wrong Abstraction for Your AI Agents - Mason Egger, Temporal.io
AI Engineer· 2025-06-27 09:35
Welcome everyone. Uh my name is Mason Edgar. I work at Temporal and today we're going to talk about uh events are the wrong abstraction for your AI agents.So uh who here raise of hands recognizes what this diagram is out of curiosity. Okay. So this is a map of our solar system um in a geocentric projection. Uh this is where we have earth as the center of our solar system and this is how celestial objects move around the earth.And this was used to kind of calculate uh celestial trajectories prior to like the ...
Should You Buy Palantir Stock After Its 2,100% Gain Since 2023? This Wall Street Analyst Has a Shocking Answer.
The Motley Fool· 2025-06-27 07:03
Palantir Technologies (PLTR 0.95%) hit its stride when demand for artificial intelligence (AI) exploded after the launch of ChatGPT. The stock has soared 2,100% since January 2023, the best performance in the S&P 500 (^GSPC 0.80%) during that period by a wide margin.Today, most Wall Street analysts see the stock as overvalued. The median target price is $110 per share, which implies 23% downside from its current share price of $143. But Dan Ives at Wedbush Securities has consistently gone against the grain ...
TechnipFMC (FTI) 2025 Conference Transcript
2025-06-25 14:10
Summary of TechnipFMC Conference Call Company Overview - **Company**: TechnipFMC - **Industry**: Offshore subsea equipment and infrastructure - **CEO**: Doug Fertihert - **Key Offering**: Integrated Engineering Procurement Construction Installation (IEPCI) model, which has become the industry standard [6][10][11] Core Points and Arguments Industry Transformation - TechnipFMC was formed to address inefficiencies in the offshore industry by consolidating capabilities and technologies from FMC Technologies and Technip [5] - The company aims to enhance client confidence in large offshore projects by providing a single contractor solution, reducing project delivery times and costs [4][10] Subsea Market Dynamics - The traditional deepwater markets, referred to as the "Golden Triangle" (U.S. Gulf, Brazil, West Africa), continue to see significant activity due to existing infrastructure [12][13] - Offshore fields have a slow decline rate of 4-6% per year, compared to U.S. shale's 60% in the first two years, making offshore projects economically attractive [16][17] - New opportunities are emerging within existing basins, such as the Paleogene in the Gulf of Mexico and the equatorial margin in Brazil [19][20] Emerging Markets - TechnipFMC is expanding into new offshore basins, including Suriname, Guyana, the Eastern Mediterranean, East Africa, and Namibia, with significant potential for growth [24][30] - The company has secured its first offshore production project in Suriname and continues to work in Guyana, where it has a strong backlog of orders [25][26] Order Trends and Financial Guidance - TechnipFMC aims to book $30 billion in subsea orders from 2023 to 2025, with a target of $10 billion for 2025 [33][35] - The company reported $2.8 billion in orders in Q1, indicating a strong start to the year [34] - The order flow is expected to be non-linear, with confidence in achieving the annual guidance despite potential fluctuations in quarterly announcements [41][43] Subsea Services and Margins - Subsea services generated approximately $1.65 billion in revenue in 2024, with expectations to grow to $1.8 billion in 2025 [55] - The company is focused on improving margins through efficiency and early project delivery, with a target EBITDA margin of 19.5% for 2025 [57][60] Technological Innovations - TechnipFMC is developing a new composite flexible pipe solution to address stress corrosion cracking issues in Brazil, which is expected to be market-ready in a couple of years [63][65] - The HYSEP technology allows for CO2 separation on the seabed, reducing greenhouse gas emissions and increasing production efficiency [70][71] Additional Important Insights - 80% of TechnipFMC's revenue comes from direct awards, indicating strong client trust and a unique market position [11][43] - The company has adopted a "configure to order" approach, significantly reducing engineering time and improving project delivery timelines [7][10] - TechnipFMC's partnerships and collaborations with clients and other companies enhance its project execution capabilities and market reach [51][54] This summary encapsulates the key points discussed during the conference call, highlighting TechnipFMC's strategic direction, market dynamics, financial outlook, and technological advancements.
Siemens streamlines design and analysis of complex, heterogeneously integrated 3D ICs
Prnewswire· 2025-06-24 13:00
Siemens' new Innovator3D IC solution suite delivers a fast, predictable path for planning and heterogeneous integration, substrate/interposer implementation, interface protocol analysis compliance and data management of designs and design data IP. Built on an AI-infused user experience offering extensive multithreading and multicore capabilities to achieve optimal capacity and performance on 5+ million pin designs, the new Innovator3D IC solution suite is comprised of the Innovator3D IC Integrator, a consol ...
GSI (GSIT) Earnings Call Presentation
2025-06-24 09:55
Doug Schirle, CFO Didier Lasserre, VP of Sales and Investor Relations Spring 2025 Safe Harbor The statements contained in this presentation that are not purely historical are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding GSI Technology's expectations, beliefs, intentions, or strategies regarding the future. All forward- looking statements included in this press release are based upon information available to GS ...
The Land Where It All Began | Dr. Haider Naji | TEDxKarbala Live
TEDx Talks· 2025-06-23 16:00
تدرون عندنا مدينه تظهر فقط في فصل الربيع؟ يمكن ما سامعين بها هذا جزء بسيط من تاريخ العراق العظيم من التاريخ العظيم للعراق احنا كنا نعرف انه العراق مهدي الحضارات لكن لازم نعرف بالتفصيل انه العراق هو الاول في كل شيء البدايات كانت من العراق من بلاد النهرين راح نستعرض نماذج بسيطه من المنجزات الاولى اولى الانجازات واهمها هو اختراع الكتابه الحرف الاول انطلق من هذه الارض الحرف الاول يعني نقله نوعيه ما بين ما قبل الكتابه وما بعدها هذه العصور شنو يعني شنو المنجز اللي سواه سواه انه بدا يدون افكاره وبدا يدون ون منجزات ...
Reducing Clock Skew in AMD Versal™ Devices
AMD· 2025-06-19 21:30
Welcome to the Reducing Clock Skew in AMD Versal Devices tech module. Here is the agenda for this tech module. We will focus on describing the enhancement in AMD Versal clocking architecture​.Explaining how to use Basic Deskew in AMD Versal devices​. Explaining how to use Calibrated Deskew feature in AMD Versal SSIT devices. ​First and foremost, The AMD Versal Adaptive SoC is a fully software-programmable, heterogeneous compute platform with hardened IPs that makes you more adaptable and well positioned to ...
Vizient’s Healthcare AI Platform: Scaling LLM Queries with LangSmith and LangGraph
LangChain· 2025-06-18 15:01
[Music] Hi, I'm Blake Rhodess, director of AI strategy and technology at Vizian. Vizian is a healthcare performance improvement company. Our clients make up 97% of academic medical centers in the US, more than 69% of the acute care hospitals, and over 35% of the amulatory market.We are building a generative AI platform designed to help healthcare providers access and analyze their data more efficiently. Our goal is to unify silo data sets and enable users to extract key insights from patient outcomes to cli ...