Reliable high-speed internet for the fastest cars on the track 🛰️🏎️Austin DeSisto (@AustinDeSisto):Turns out many @Formula2 and @Formula3 teams use @starlink in the paddock! How cool! https://t.co/ZvBGhrPdLm ...

Core Insights - Nvidia holds a dominant position in the AI infrastructure market, particularly in the GPU sector, with over 90% market share due to its CUDA software platform [1] - Nvidia's market cap recently reached $4 trillion, but its growth may slow down due to the law of large numbers, making it possible for AMD and Broadcom to outperform Nvidia in the next five years [2] Nvidia - Nvidia's data center revenue was $39.1 billion last quarter, reflecting significant growth but also indicating challenges in maintaining such rapid expansion [6][14] - The company has seen its data center revenue increase more than ninefold in two years, suggesting that sustaining this growth rate may become increasingly difficult [14] Advanced Micro Devices (AMD) - AMD is experiencing strong revenue growth and is beginning to capitalize on AI opportunities, particularly in AI inference, although it remains a distant second to Nvidia in the GPU market [4] - AMD's GPUs are being utilized by major AI model companies for daily inference workloads, and its ROCm software platform is considered adequate for inference tasks [5] - AMD's data center revenue was $3.7 billion last quarter, indicating that even modest market share gains could lead to significant growth [6] - AMD is also a leader in data center CPUs, which are essential as AI workloads expand, increasing demand for high-performance CPUs [7] - The UALink Consortium, formed by AMD and others, aims to develop an open standard for AI interconnects, potentially challenging Nvidia's proprietary technologies [8][9] Broadcom - Broadcom is not directly competing with Nvidia in the GPU market but is focusing on AI networking and custom AI chip design [10] - The company's AI networking revenue surged 70% last quarter, driven by the increasing demands of large AI clusters [10] - Broadcom is designing custom AI chips for hyperscalers, with potential revenue opportunities estimated between $60 billion to $90 billion by fiscal 2027 [12] - The acquisition of VMware enhances Broadcom's position in AI cloud environments, providing strong upselling opportunities for its Cloud Foundation platform [13] Conclusion - While Nvidia remains a strong player in the AI market, AMD and Broadcom are well-positioned for growth due to their smaller revenue bases and potential market share gains in AI-related sectors [15]

His Netflix show claims to uncover the truth about our ancient past. Critics say he peddles dangerous nonsense https://t.co/dBZ6ML0yJY ...

Group 1: Palantir Technologies - Palantir Technologies has seen a significant stock increase of 69% since April 2, attributed to the recognition of its Artificial Intelligence Platform (AIP) [4][5] - The company reported a 39% year-over-year revenue growth in Q1 2025, with net income rising by 105% to over $214 million [6] - Despite strong financial performance, Palantir's trailing P/E ratio exceeds 600, and the forward P/E ratio is over 230, raising concerns about its valuation [7][8] Group 2: Reddit - Reddit's stock has surged nearly 50% since April 2 and over 300% since its IPO on March 21, 2024 [10] - The platform reported 108 million daily average users, a 31% increase year-over-year, and $392 million in revenue for Q1, up 61% year-over-year [12] - Reddit's content generation positions it as a valuable asset for AI developers, with potential for lucrative licensing deals, including an existing agreement with Alphabet [14][15] Group 3: Netflix - Netflix's stock has risen by over 104,000% since 2022, with a 36% increase since the "Liberation Day" announcement [16][18] - The company has transitioned to a digital platform and invested heavily in original content, leading to improved profit margins [17][18] - Netflix's paid subscriber count grew by over 15% year-over-year in Q4 2024, reaching more than 301 million, with analysts projecting an average earnings growth of almost 22% annually over the next three to five years [20][21]

Core Viewpoint - Netflix is set to release its quarterly financial results, which may significantly impact stock market investors [1] Group 1 - The scheduled report date for Netflix's quarterly financial results is July 11, 2025 [1] - Stock prices referenced were from the afternoon of July 9, 2025, indicating a close proximity to the earnings announcement [1]

机器之心报道 编辑：杜伟 随着大模型的崛起，AI编程领域正在发生翻天覆地的变化。 各种编程大模型、编程工具涌现，通过自动补全代码、自动 debug 等实用的功能为开发者的日常工作提供极大便利，并在一定程度上提升了开发效率。 不过，问题来了，AI 编程工具带来的影响真是如此吗？ 近日，一家非营利性 AI 调研机构「METR」进行了一项随机对照实验，旨在了解 AI 编程工具如何加速经验丰富的开源开发者的工作效率。 结果却是非常令人意外： 开发者本来坚信使用使用 AI 工具后速度可以提升 20%，但实际上速度却比没有使用 AI 工具时慢了 19%。 这一结论在社交媒体 X 上爆 了，阅读量几乎要突破 300 万。 如下图所示：与专家预测和开发者本来的直觉相反，2025 年初的 AI 编程工具将减缓经验丰富的开发者的开发速度。在本次随机对照实验中，16 位拥有中等 AI 编 程经验的开发者完成了 246 项大型复杂项目的任务，他们平均拥有 5 年开发经验。 对于这项调研，网友反应不一。有人感同身受，表示赞同。 有人则对 METR 的测量指标产生了质疑，表示「完成任务的时间」不能与「生产力」划等号，并且中等 AI 经验 ...

Starlink's reliable high-speed internet keeps you connected 🛰️🧑‍🚀Kernow Life (@Kernow_Life):Power outage. @nationalgriduk Current Estimated time of restoration is 14.30hrs. So thanks to @Anker power supplies , @Starlink @SpaceX Dishy/Mini . I can still watch and listen into @Axiom_Space & @Space_Station about to welcome onboard the AX-4 crew! Whilst having a late https://t.co/UDyTJp2BEw ...

Starlink providing high-speed home internet in rural Brazil 🛰️❤️Febre (@fever835):We just installed a @Starlink in our house in Nordeste (Brazil), we will finally have internet that works, and VERY well. https://t.co/MU9rXmiYfS ...

America’s Best Cabernet Wine, According To The Decanter World Wine Awards https://t.co/992U4Z2npS https://t.co/haHUEBw3fy ...

Group 1: AI Market Overview - The AI landscape is dominated by companies involved in infrastructure, software, and consumer applications, indicating that AI is a permanent fixture in the business world [1] - Investments in AI infrastructure are rapidly increasing, with expectations that AI will significantly impact global jobs and generate trillions in economic growth [2] Group 2: Investment Opportunities - Price declines in leading AI companies should be viewed as buying opportunities for long-term investors [3] Group 3: Company-Specific Insights - **Palantir Technologies**: Specializes in custom AI software for government and corporate clients, with revenue growth accelerating since the launch of its AI Platform. Currently has 622 commercial customers out of over 20,000 potential large companies in the U.S. [5][6] - **Arm Holdings**: Designs chip architectures and earns revenue from licensing. Has shipped over 310 billion Arm-based chips and is expected to grow earnings by 22% annually, but has a high P/E ratio of 85 [7][9] - **Apple**: Has a vast AI opportunity with over 2.3 billion active users but is currently facing challenges with its AI initiatives. Expected to achieve double-digit earnings growth, but should be bought at a lower valuation than its current P/E of 30 [10][11] - **Meta Platforms**: Utilizing AI to enhance its advertising business and has developed the Llama AI model. Anticipates mid-teens annualized earnings growth, making it a strong buy on pullbacks [12][13] - **Broadcom**: Experiencing growth from AI networking chips, with a 46% year-over-year revenue increase in AI-related semiconductors. Expected to grow earnings by 25% annually and has a strong dividend history [14][15]