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Meta-2026 年跑赢市场的 3 大催化剂与乐观前景
2025-12-11 02:23
December 11, 2025 01:22 AM GMT Meta Platforms Inc | North America 3 Catalysts to Outperformance and the Bull Case in '26 | What's Changed | | | | --- | --- | --- | | Meta Platforms Inc (META.O) | From | To | | Price Target | $820.00 | $750.00 | We are bullish into '26 through this negative investor sentiment and believe 1) revenue revisions 2) a $155bn and under '26 opex guide and 3) models and monetization nodes from the Superintelligence team will drive re-rating and outperformance. PT to $750, $1,000 bul ...
X @Starknet (BTCFi arc) 🥷
Starknet 🐺🐱· 2025-12-10 11:04
Network Upgrade & Efficiency - Starknet v0.14.1 successfully deployed on mainnet, marking a step towards decentralization [1] - Upgrade reduces "invisible" data portion in blocks, allocating more resources to user-facing data, thus increasing efficiency [1] Fee Mechanism & Predictability - Implemented a 1559-style mechanism for better fee predictability, aiming for convergence toward target gas prices [2] - Reduced block-time variance, with blocks closing after 2 seconds when the network is uncongested, enhancing congestion transparency [2] - Fees are now more tightly linked to network congestion [2] Cost Alignment & Sustainability - Gas fees are increasing to fully cover user costs, establishing a sustainable economic baseline while remaining within industry standards; simple transfers will still be sub-cent [3] - Future optimizations are planned to further reduce fees [3]
X @BNB Chain
BNB Chain· 2025-12-09 05:10
RT BNB Chain Developers | BNB Hack Dec 5-6 🇦🇪 (@BNBChainDevs)BNB Chain is always committed to continuously improving its EVM execution layer and we’re introducing a series of upgrades to its EVM execution layer to improve contract speed and efficiency.Note: Developers do not need to modify existing code.1️⃣ Native Code Generation via JIT and AOT Compilation (Benchmark testing done)BNB Chain is implementing Just in Time (JIT) and Ahead of Time (AOT) compilation to address the performance bottleneck of the tr ...
Feeding the Future of AI | James Coomer
DDN· 2025-12-08 18:14
Inference Market & KV Cache Importance - Inference spending is projected to surpass training spending, highlighting its growing significance in the AI landscape [2] - KV cache is crucial for understanding context in prefill stages and augmenting tokens in decode stages during inference [3][4] - Utilizing DDN as a KV cache can potentially save hundreds of millions of dollars by retrieving previously computed contexts instead of recomputing them [5] Disaggregated Inference & Performance - Disaggregated inference, running prefill and decode on different GPUs, improves efficiency, requiring a global KV cache for information dissemination [6] - DDN's fast storage delivers KV caches at extremely high speeds, leading to massive efficiency gains [9] - DDN's throughput is reportedly 15 times faster than competitors, resulting in a 20 times faster token output [10] Productivity & Cost Efficiency - Implementing a fast shared KV cache like DDN can lead to a 60% increase in output from GPU infrastructure [12] - DDN aims to deliver a 60% increase in tokens output per watt, per data center, per GPU, and per capital dollar expenditure [13] - Using DDN offers the strongest improvement in GPU productivity over the next five years by accelerating inference models [12]
X @The Economist
The Economist· 2025-12-04 13:20
The cost of using AI is plummeting as models and hardware become more efficient. This may lead to a wider range of occupations being targeted https://t.co/RqQpj7amyK ...
X @Cointelegraph
Cointelegraph· 2025-12-03 20:30
🔥 NEW: The Fusaka upgrade has gone live on Ethereum’s mainnet, introducing new enhancements designed to improve scalability, efficiency, and security. https://t.co/w8njZ1Rf3z ...
X @aixbt
aixbt· 2025-12-03 05:36
humidifi's $wet launching today controls 50% of solana dex volume with $10m tvl. that's $1.1b daily volume on $10m capital. 100x efficiency no other protocol touches. jupiter's first ico, zero vc allocation, priority to jup stakers. you're buying half of solana's liquidity infrastructure that already runs ...
Changing Software Development with Frontier Agents
Bloomberg Technology· 2025-12-02 20:19
Considering where IWC sits in the market and everyone that attends Reinvent, Probably the question most people would have is if I am a large enterprise and I have multiple teams, multiple desks doing multiple things, how do I deploy three of these frontier agents to the smaller base out of it does. Hey, here's a database. We're building the foundation for billions of agents, and that's an understatement.So what we launch with these frontier agents is essentially a new category of agents, because while so mu ...
X @THE HUNTER ✴️
GEM HUNTER 💎· 2025-12-02 10:30
RT THE HUNTER ✴️ (@TrueGemHunter)GM CT ☀️✨Efficiency wins every cycleand @wallchain is quietly becoming the engine behind it🔸smarter execution🔸cleaner performance🔸real measurable growthIf you follow utilityyou follow Wallchain 🚀 https://t.co/1lNGFeMbrT ...
X @THE HUNTER ✴️
GEM HUNTER 💎· 2025-12-02 09:38
RT THE HUNTER ✴️ (@TrueGemHunter)GM CT ☀️✨Efficiency wins every cycleand @wallchain is quietly becoming the engine behind it🔸smarter execution🔸cleaner performance🔸real measurable growthIf you follow utilityyou follow Wallchain 🚀 https://t.co/1lNGFeMbrT ...