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🦜 Zephyr / @zephyr_z9

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Site URL: nitter.privacyredirect.com/zephyr_z9

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Posts: 204

Followers: 1

Markets needed Jensen to wake them up about the importance of storage

https://nitter.privacyredirect.com/zephyr_z9/status/2008618654305566981#m

Published: January 6, 2026 19:16

Markets needed Jensen to wake them up about the importance of storage Bongzz (@donkeybongzz) Zephyr what the fuck is happening to Seagate shares today? Up nearly 12.5%! — https://nitter.privacyredirect.com/donkeybongzz/status/2008595318150234573#m

They will do well, too But HDDs are too slow and can't be used to offload the KV cache

https://nitter.privacyredirect.com/zephyr_z9/status/2008614803301167124#m

Published: January 6, 2026 19:01

They will do well, too But HDDs are too slow and can't be used to offload the KV cache Cluseau Investments (@blondesnmoney) whaddabout wdc? — https://nitter.privacyredirect.com/blondesnmoney/status/2008613269259644944#m

Did u listen to me, anon???

https://nitter.privacyredirect.com/zephyr_z9/status/2008606320531042648#m

Published: January 6, 2026 18:27

Did u listen to me, anon??? Zephyr (@zephyr_z9) What did I tell u, anon Each Vera GPU gets an extra 16TB of memory Enough to support even 10M context lengths — https://nitter.privacyredirect.com/zephyr_z9/status/2008311460213232056#m

18A still can't beat N3B

https://nitter.privacyredirect.com/zephyr_z9/status/2008565502063554821#m

Published: January 6, 2026 15:45

18A still can't beat N3B MCH (@MCH2024) @G_melo_ding @insane_analyst i18A clocks massively lower than N3B. 285H (288V for LP) vs 388H: P: 5.4 GHz => 5.1 GHz E: 4.5 GHz => 4.0 GHz LP: 3.7 GHz => 3.7 GHz 255H (258V for LP) vs 358H: P: 5.1 GHz =>…

"THeY DiDn'T Say SoMeTHinG GReAt"

https://nitter.privacyredirect.com/zephyr_z9/status/2008539692657184868#m

Published: January 6, 2026 14:02

"THeY DiDn'T Say SoMeTHinG GReAt" Bucket Shop Capital (@bucketshopcap) Will buy more NVDA this week b/c everyone on here is losing it reading too much into CES. THeY DiDn'T Say SoMeTHinG GReAt. Why does every micro event need to be…

RT by @zephyr_z9: The entire control the world by controlling fossil fuel trade strategy is a melting ice cube. You increasingly have to suppress cost of fossil fuels relative to renewables as renewables get cheaper.

https://nitter.privacyredirect.com/JZ281C/status/2008501848114893088#m

Published: January 6, 2026 11:32

The entire control the world by controlling fossil fuel trade strategy is a melting ice cube. You increasingly have to suppress cost of fossil fuels relative to renewables as renewables get cheaper. Jack Prandelli (@jackprandelli) LOOK at this map:…

AMD's volume are pretty small Packaging yield will be an issue Low spec HBM4 won't be an issue

https://nitter.privacyredirect.com/zephyr_z9/status/2008475011011801487#m

Published: January 6, 2026 09:45

AMD's volume are pretty small Packaging yield will be an issue Low spec HBM4 won't be an issue Jukan (@jukan05) Thoughts on NVIDIA Rubin and AMD MI455X Let’s dive into a comparison between Nvidia’s Rubin and AMD’s MI455X, both unveiled today. Starting…

U are still not bullish enough, anon "panic buying is expected to continue at least through 2027, and potentially as long as 2030."

https://nitter.privacyredirect.com/zephyr_z9/status/2008358621663670745#m

Published: January 6, 2026 02:03

U are still not bullish enough, anon "panic buying is expected to continue at least through 2027, and potentially as long as 2030." Jukan (@jukan05) According to Korean media reports, memory customers’ panic buying is expected to continue at least…

I liked this presentation a lot He didn't finesse much

https://nitter.privacyredirect.com/zephyr_z9/status/2008352189874393220#m

Published: January 6, 2026 01:37

I liked this presentation a lot He didn't finesse much Ray Wang (@rwang07) No more Jensen math and normal math now. Back to NVL "72" 🫡 — https://nitter.privacyredirect.com/rwang07/status/2008347991342465184#m

BlueField DPU enables fast KV cache offloading, so context length can grow to 10M+ or more 20TB is a lot of HBM They can put a 35T parameter model (fp4) on a single rack

https://nitter.privacyredirect.com/zephyr_z9/status/2008346690063892600#m

Published: January 6, 2026 01:15

BlueField DPU enables fast KV cache offloading, so context length can grow to 10M+ or more 20TB is a lot of HBM They can put a 35T parameter model (fp4) on a single rack Lisan al Gaib (@scaling01) Vera Rubin NVL 72 huge improvement in FLOPS and…

"5 additional 380MW of natural gas turbines from South Korea's Doosan Enerbility"

https://nitter.privacyredirect.com/zephyr_z9/status/2008328898606465497#m

Published: January 6, 2026 00:04

"5 additional 380MW of natural gas turbines from South Korea's Doosan Enerbility" SemiAnalysis (@SemiAnalysis_) BREAKING: @elonmusk 's xAI has bought an 5 additional 380MW of natural gas turbines from South Korea's Doosan Enerbility. The first two…

Jensen drops the right answer As u can see, at low tokens/sec/user (50-100 tokens), the throughput boost is less than 1.6x. But as we go to 200-250 token/sec/user, the throughput boost is over 10x

https://nitter.privacyredirect.com/zephyr_z9/status/2008318924245418408#m

Published: January 5, 2026 23:25

Jensen drops the right answer As u can see, at low tokens/sec/user (50-100 tokens), the throughput boost is less than 1.6x. But as we go to 200-250 token/sec/user, the throughput boost is over 10x Zephyr (@zephyr_z9) Quiz time: What will Nvidia try to…

What did I tell u, anon Each Vera GPU gets an extra 16TB of memory Enough to support even 10M context lengths

https://nitter.privacyredirect.com/zephyr_z9/status/2008311460213232056#m

Published: January 5, 2026 22:55

What did I tell u, anon Each Vera GPU gets an extra 16TB of memory Enough to support even 10M context lengths Zephyr (@zephyr_z9) Storing the humongous KV cache generated by reasoning models (1M+ Context length) on SRAM will never work In fact, Nvidia…

RT by @zephyr_z9: Episode 1: Nvidia "Acquires" Groq From @vikramskr and @theaustinlyons Core Takeaways: - GPUs are not dead. HBM is not dead. - LPUs solve a different problem: deterministic, ultra-low-latency inference for small models. - Large frontier models still require HBM-based systems. - Nvidia’s move expands its inference portfolio surface area rather than replacing GPUs. - The future of AI infrastructure is workload-specific optimization and TCO-driven deployment. Key Topics: - What Nvidia actually bought from Groq and why it is not a traditional acquisition - Why the deal triggered claims that GPUs and HBM are obsolete - Architectural trade-offs between GPUs, TPUs, XPUs, and LPUs - SRAM vs HBM. Speed, capacity, cost, and supply chain realities - Groq LPU fundamentals: VLIW, compiler-scheduled execution, determinism, ultra-low latency - Why LPUs struggle with large models and where they excel instead - Practical use cases for hyper-low-latency inference: -- Ad copy personalization at search latency budgets -- Model routing and agent orchestration -- Conversational interfaces and real-time translation -- Robotics and physical AI at the edge -- Potential applications in AI-RAN and telecom infrastructure - Memory as a design spectrum: SRAM-only, SRAM plus DDR, SRAM plus HBM - Nvidia’s growing portfolio approach to inference hardware rather than one-size-fits-all

https://nitter.privacyredirect.com/semidoped/status/2008298610706772309#m

Published: January 5, 2026 22:04

Episode 1: Nvidia "Acquires" Groq From @vikramskr and @theaustinlyons Core Takeaways: - GPUs are not dead. HBM is not dead. - LPUs solve a different problem: deterministic, ultra-low-latency inference for small models. - Large frontier models still…

Why is Deepseek V3.1 so high 🤔🤔

https://nitter.privacyredirect.com/zephyr_z9/status/2008281719326077139#m

Published: January 5, 2026 20:57

Why is Deepseek V3.1 so high 🤔🤔 Vals AI (@ValsAI) How well can LLMs play poker? ♠️♦️ As an experiment with students at Harvey Mudd, we pitted 17 models against each other across 20,000+ hands of Poker. Models competed directly against each other in a…

"I'm leaving to try and explore types of research that are hard to do at OpenAI" 🤔🤔

https://nitter.privacyredirect.com/zephyr_z9/status/2008278614509289574#m

Published: January 5, 2026 20:45

"I'm leaving to try and explore types of research that are hard to do at OpenAI" 🤔🤔 Jerry Tworek (@MillionInt) This is the note I have shared with my team today: — https://nitter.privacyredirect.com/MillionInt/status/2008237251751534622#m

175 Wh/kg density Sodium ion batteries CATL scaled it in less than 3 years Very impressive

https://nitter.privacyredirect.com/zephyr_z9/status/2008230725661978942#m

Published: January 5, 2026 17:34

175 Wh/kg density Sodium ion batteries CATL scaled it in less than 3 years Very impressive Assaad Razzouk (@AssaadRazzouk) The "Range Anxiety" era is ending: CATL just confirmed Sodium-ion batteries are hitting the mass market in 2026 >500km (311 mi)…

If compute demand stalls or falls then the whole semiconductor industry is doomed But I haven't seen any signs of that happening In fact, CSPs are accelerating

https://nitter.privacyredirect.com/zephyr_z9/status/2008223228968460554#m

Published: January 5, 2026 17:05

If compute demand stalls or falls then the whole semiconductor industry is doomed But I haven't seen any signs of that happening In fact, CSPs are accelerating Scott Willis (@ScottW_Grizzle) The seeds of future overcapacity are planted during shortages…

Interesting

https://nitter.privacyredirect.com/zephyr_z9/status/2008216286397165707#m

Published: January 5, 2026 16:37

Interesting 曹山石 (@caolei1) 字节【算力卡构成】 国内：N卡（A100/H100）与国产卡（华为昇腾等）比例从2025年8:2调整至2026年7:3。 海外：以N卡为主 — https://nitter.privacyredirect.com/caolei1/status/2007989417064144973#m

They are literally forecasting a 100% CoWoS capacity increase TSMC will end 2026 with 130k WPM capacity and end 2027 with nearly 220k WPM

https://nitter.privacyredirect.com/zephyr_z9/status/2008200115455181226#m

Published: January 5, 2026 15:33

They are literally forecasting a 100% CoWoS capacity increase TSMC will end 2026 with 130k WPM capacity and end 2027 with nearly 220k WPM

LMAO Venezuela was boasting and finessing about its oil reserves

https://nitter.privacyredirect.com/zephyr_z9/status/2008162387967500708#m

Published: January 5, 2026 13:03

LMAO Venezuela was boasting and finessing about its oil reserves You Jiacheng (@YouJiacheng) It seems that CIA's number comes from bp Statistical Review of World Energy 2021. And bp's number is based on "government announcement". And you might notice…

Bruh this is so petty White House told the Washington Post that Machado’s acceptance of the prize was an “ultimate sin” to President Trump, despite her having dedicated the award to Trump and time against having complimented his work towards Venezuela. “If she had turned it down and said, ‘I can’t accept it because it’s Donald Trump’s,’ she’d be the president of Venezuela today.”

https://nitter.privacyredirect.com/zephyr_z9/status/2008136793573478841#m

Published: January 5, 2026 11:21

Bruh this is so petty White House told the Washington Post that Machado’s acceptance of the prize was an “ultimate sin” to President Trump, despite her having dedicated the award to Trump and time against having complimented his work towards Venezuela.…

Look at the growth in 2027, anon This also means that TSMC will massively increase CoWoS equipment purchases and build new plants

https://nitter.privacyredirect.com/zephyr_z9/status/2007978235699839460#m

Published: January 5, 2026 00:51

Look at the growth in 2027, anon This also means that TSMC will massively increase CoWoS equipment purchases and build new plants Jukan (@jukan05) That’s a fucking insane number. —…

Now the banks are modeling correctly Massive compute demand

https://nitter.privacyredirect.com/zephyr_z9/status/2007977202542092639#m

Published: January 5, 2026 00:47

Now the banks are modeling correctly Massive compute demand Jukan (@jukan05) ** Goldman Sachs: TSMC’s total capex spending over 2026–2028 is expected to reach $150 billion. — https://nitter.privacyredirect.com/jukan05/status/2007973349415387374#m

RT by @zephyr_z9: pretty wild feeling having 7 Cursor agents, 3 GPT5.2-Pros, and 2 Codex Web instances working for me all at once my full time job is swiping between windows and typing "continue" when agents crash

https://nitter.privacyredirect.com/itsclivetime/status/2007975171219771758#m

Published: January 5, 2026 00:39

pretty wild feeling having 7 Cursor agents, 3 GPT5.2-Pros, and 2 Codex Web instances working for me all at once my full time job is swiping between windows and typing "continue" when agents crash

Zarbot works at Alibaba Is he on twitter??

https://nitter.privacyredirect.com/zephyr_z9/status/2007972999820169681#m

Published: January 5, 2026 00:30

Zarbot works at Alibaba Is he on twitter?? Total (@YGWEvan) Zartbot is an exception—Alibaba seems to give him a lot of freedom. From the series of articles he publishes, I can get a glimpse into the AI directions and progress of other Chinese tech…

WOW Venezuela owes $200B to Chinese banks

https://nitter.privacyredirect.com/zephyr_z9/status/2007966354905956706#m

Published: January 5, 2026 00:04

WOW Venezuela owes $200B to Chinese banks Victor Shih (@vshih2) Another fun fact, Venezuelan government and SOEs are some of the largest borrowers from Chinese banks at ~200 billion dollars. Changes that jeopardize repayment is a big deal. See page 435…

RT by @zephyr_z9: > Khamenei potentially heading to Moscow Putin soon:

https://nitter.privacyredirect.com/teortaxesTex/status/2007961998932545654#m

Published: January 4, 2026 23:47

> Khamenei potentially heading to Moscow Putin soon: Open Source Intel (@Osint613) REPORT 🔴 An intelligence report cited by The Times says Iran’s supreme leader Ayatollah Ali Khamenei has prepared a contingency plan to leave Tehran, potentially…

Looks like a regime change will happen Iran has some pro-US factions

https://nitter.privacyredirect.com/zephyr_z9/status/2007954644178452536#m

Published: January 4, 2026 23:17

Looks like a regime change will happen Iran has some pro-US factions Open Source Intel (@Osint613) REPORT 🔴 An intelligence report cited by The Times says Iran’s supreme leader Ayatollah Ali Khamenei has prepared a contingency plan to leave Tehran,…

"CPU based RL environments & verifiers" Guess what's going to happen to CPU demand later this year, anon??

https://nitter.privacyredirect.com/zephyr_z9/status/2007943228327379234#m

Published: January 4, 2026 22:32

"CPU based RL environments & verifiers" Guess what's going to happen to CPU demand later this year, anon?? SemiAnalysis (@SemiAnalysis_) In Microsoft Fairwater AI campus design, they have specialized their datacenter building to 2 different types of…

He can't really sell much US has blocked HBM sales and access to advanced nodes

https://nitter.privacyredirect.com/zephyr_z9/status/2007934317104857255#m

Published: January 4, 2026 21:57

He can't really sell much US has blocked HBM sales and access to advanced nodes 🌿 lithos (@lithos_graphein) Spice Wars 2026. — https://nitter.privacyredirect.com/lithos_graphein/status/2007926752346247291#m

Teor is one of the best long form writers I have ever read It's a shame he doesn't write more

https://nitter.privacyredirect.com/zephyr_z9/status/2007916902572802466#m

Published: January 4, 2026 20:47

Teor is one of the best long form writers I have ever read It's a shame he doesn't write more Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) (@teortaxesTex) How not to be Maduro'd? A bit of reflection on these events. First of all, Maduro's situation is unique.…

Gemini 3 is even worse

https://nitter.privacyredirect.com/zephyr_z9/status/2007899658857980302#m

Published: January 4, 2026 19:39

Gemini 3 is even worse Chris (@chatgpt21) In my experience Grok and ChatGPT 5.2 are much more rigid and less likely to fall for a users hallucination of a fact - whereas Claude 4.5 opus will essentially just blindly agree to any rebuttal —…

He forgot a few zeroes Why not 100 mbpd 🤔🤔

https://nitter.privacyredirect.com/zephyr_z9/status/2007866754769510548#m

Published: January 4, 2026 17:28

He forgot a few zeroes Why not 100 mbpd 🤔🤔 Alexander Stahel 🌻 (@BurggrabenH) Trump will not leave. He wants the oil assets back & to get paid for past expropriations, rightly so. That’s the strategy, in black & white. PS: I’ve just expanded my…

Legacy memory maker Nanya (no HBM and DDR5) outperformed SK Hynix, Micron, and Samsung by a lot

https://nitter.privacyredirect.com/zephyr_z9/status/2007859364548546949#m

Published: January 4, 2026 16:59

Legacy memory maker Nanya (no HBM and DDR5) outperformed SK Hynix, Micron, and Samsung by a lot Zephyr (@zephyr_z9) LOL, Nanya has more than doubled since then — https://nitter.privacyredirect.com/zephyr_z9/status/2002449824390783159#m

This is extremely interesting and will reduce training costs by a lot

https://nitter.privacyredirect.com/zephyr_z9/status/2007856058996559955#m

Published: January 4, 2026 16:46

This is extremely interesting and will reduce training costs by a lot MiniMax (official) (@MiniMax__AI) x.com/i/article/200782900690… — https://nitter.privacyredirect.com/MiniMax__AI/status/2007843119832695114#m

Wait, What?? This is a real page: https://en.wikipedia.org/wiki/Junlper

https://nitter.privacyredirect.com/zephyr_z9/status/2007849106044235830#m

Published: January 4, 2026 16:18

Wait, What?? This is a real page: en.wikipedia.org/wiki/Junlpe… yung macro 宏观年少传奇 (@apralky) Wikipedia notability bar for right-leaning figures: high office, Nobel Prize, world-historic philosopher Wikipedia notability bar for left-leaning figures: …

We ended 2025 with monthly token processing at nearly 6.5-7.5 Quadrillion tokens Around 400MW of DC capacity is needed to process 1Q tokens per month Around 3 GW of DC capacity was dedicated to inference Daily token consumption is expected to grow to 1-1.5 Quadrillion tokens per day or 30Q-45Q per month by the end of 2026 Around 12GW-18GW of inference capacity will be needed to support this

https://nitter.privacyredirect.com/zephyr_z9/status/2007836772592738758#m

Published: January 4, 2026 15:29

We ended 2025 with monthly token processing at nearly 6.5-7.5 Quadrillion tokens Around 400MW of DC capacity is needed to process 1Q tokens per month Around 3 GW of DC capacity was dedicated to inference Daily token consumption is expected to grow to 1-1.5…

Dario will never sell Anthropic, and they frankly don't even need to They need to raise funds till 2027, after that they will be self-sustainable

https://nitter.privacyredirect.com/zephyr_z9/status/2007814653863424269#m

Published: January 4, 2026 14:01

Dario will never sell Anthropic, and they frankly don't even need to They need to raise funds till 2027, after that they will be self-sustainable Zephyr (@zephyr_z9) Anthropic has the most sustainable business model and the deepest moat out of any…

Anthropic has the most sustainable business model and the deepest moat out of any AI-related startup (including OpenAI) If u gave me a chance to own either OpenAI equity or Anthropic equity, then I will always choose Anthropic The financial risk associated with Anthropic is waaay less compared to OpenAI

https://nitter.privacyredirect.com/zephyr_z9/status/2007814179130933378#m

Published: January 4, 2026 13:59

Anthropic has the most sustainable business model and the deepest moat out of any AI-related startup (including OpenAI) If u gave me a chance to own either OpenAI equity or Anthropic equity, then I will always choose Anthropic The financial risk…

China bros can bet on AXTI through its subsidiary

https://nitter.privacyredirect.com/zephyr_z9/status/2007792264073097572#m

Published: January 4, 2026 12:32

China bros can bet on AXTI through its subsidiary Zephyr (@zephyr_z9) Tongmei Xtal will be listed (AXTI bros) AMEC is finally coming to HK OmniVision is taking market share away from Sony & Samsung, among Chinese customers Sunwoda, EVE Energy, Lead for…

Tongmei Xtal will be listed (AXTI bros) AMEC is finally coming to HK OmniVision is taking market share away from Sony & Samsung, among Chinese customers Sunwoda, EVE Energy, Lead for those who are betting on the lithium rally and BESS growth Sungrow for renewable bros Gigadevice, Biwin, Nexchip - Chinese legacy taking market share away from European/American/Japanese players Kunlun, Enflame - Good GPUs, much better than Moore Threads, will gain market share in China Minimax - M2 series is lit CXMT, YMTC, Unitree - No need to elaborate

https://nitter.privacyredirect.com/zephyr_z9/status/2007785720233267631#m

Published: January 4, 2026 12:06

Tongmei Xtal will be listed (AXTI bros) AMEC is finally coming to HK OmniVision is taking market share away from Sony & Samsung, among Chinese customers Sunwoda, EVE Energy, Lead for those who are betting on the lithium rally and BESS growth Sungrow for…

"Strong at TSMC but Intel and Samsung expansion could drive CDNS' IP growth." Very interesting

https://nitter.privacyredirect.com/zephyr_z9/status/2007779821582229932#m

Published: January 4, 2026 11:43

"Strong at TSMC but Intel and Samsung expansion could drive CDNS' IP growth." Very interesting Sravan Kundojjala (@SKundojjala) Cadence IP revenue inflected post FY21, driven by AI accelerators. Outgrowing Synopsys in this area, which issued muted…

Is that Wang Xingxing (Founder & CEO) putting his face on the line???

https://nitter.privacyredirect.com/zephyr_z9/status/2007764634003177562#m

Published: January 4, 2026 10:42

Is that Wang Xingxing (Founder & CEO) putting his face on the line??? Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) (@teortaxesTex) > keep a safe distance man they really need to give it a nondescript face H2 is an incredibly graceful and impressive robot. It…

Samsung is so circular

https://nitter.privacyredirect.com/zephyr_z9/status/2007593206666670083#m

Published: January 3, 2026 23:21

Samsung is so circular Jukan (@jukan05) Samsung Electronics to Resume P5 Construction Next Month Structural construction for Line 5 (P5) at Samsung Electronics' Pyeongtaek campus will resume next month. According to the industry on the 2nd, work to…

Maduro getting kidnapped and Kim Jong Un launching BMs 2026 has just started

https://nitter.privacyredirect.com/zephyr_z9/status/2007590265503306169#m

Published: January 3, 2026 23:09

Maduro getting kidnapped and Kim Jong Un launching BMs 2026 has just started OSINTdefender (@sentdefender) The Japanese Ministry of Defense reports the possible launch of a ballistic missile from North Korea. —…

What will be the hard signs of China losing influence in Chile? State Grid has nearly 50% market share in Chile’s electricity distribution network after it bought Sempra’s Chilean businesses (including 100% of Chilquinta Energia) in June 2020 and Naturgy’s 96.04% stake in CGE (Nov 2020). If the Chilean gov forces State Grid to divest some or all of its distribution assets, then it will be a pretty big sign. China Three Gorges owns the Rucalhue hydropower project over the Biobio River. ($350M, 90MW) SPIC, through Pacific Blue, owns multiple hydropower plants and a wind farm in Chile. Chinese players don't own any major copper mines or have stakes in the copper producers. Tianqi Lithium holds ~20–22% of SQM. (Lithium carbonate producer) 2/3rds of lithium/copper mined is sent to China for processing, and Chile has been trying to move up the stack by building its own smelters.

https://nitter.privacyredirect.com/zephyr_z9/status/2007553282290364897#m

Published: January 3, 2026 20:42

What will be the hard signs of China losing influence in Chile? State Grid has nearly 50% market share in Chile’s electricity distribution network after it bought Sempra’s Chilean businesses (including 100% of Chilquinta Energia) in June 2020 and Naturgy’s…

3T/10A or .33% activation Everything will go crazy

https://nitter.privacyredirect.com/zephyr_z9/status/2007531128329257317#m

Published: January 3, 2026 19:14

3T/10A or .33% activation Everything will go crazy Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) (@teortaxesTex) maybe standard intuitions break down I don't think it'll be something as basic as 3T/30A Maybe 3T/10A —…

I wonder what the size and sparsity of V4 is🤔🤔 I think it will be over 3T parameters @teortaxesTex

https://nitter.privacyredirect.com/zephyr_z9/status/2007529277923733961#m

Published: January 3, 2026 19:07

I wonder what the size and sparsity of V4 is🤔🤔 I think it will be over 3T parameters @teortaxesTex Zephyr (@zephyr_z9) "unless you are training frontier, very large, very deep models with lots of RL" DeepSeek V4 preview —…

The market reaction when DeepSeek V4 drops will be very fun to watch

https://nitter.privacyredirect.com/zephyr_z9/status/2007527385617387798#m

Published: January 3, 2026 19:00

The market reaction when DeepSeek V4 drops will be very fun to watch Zephyr (@zephyr_z9) "unless you are training frontier, very large, very deep models with lots of RL" DeepSeek V4 preview —…

"unless you are training frontier, very large, very deep models with lots of RL" DeepSeek V4 preview

https://nitter.privacyredirect.com/zephyr_z9/status/2007523889316766026#m

Published: January 3, 2026 18:46

"unless you are training frontier, very large, very deep models with lots of RL" DeepSeek V4 preview xjdr (@_xjdr) the mHC paper is really interesting and im running some tests now, but it seems clear from initial testing that this is solving a problem…

Demis wants to unify Genie, Veo, and Gemini into one

https://nitter.privacyredirect.com/zephyr_z9/status/2007514321065230458#m

Published: January 3, 2026 18:08

Demis wants to unify Genie, Veo, and Gemini into one Emad (@EMostaque) I bet we have a unified foundational theory of physics in the next year or two Will be very cool Will be similar to thermodynamics or special relativity, a top down theory of…

Wenfeng has probably spent $800M-$1.2B of his own money since DeepSeek was founded

https://nitter.privacyredirect.com/zephyr_z9/status/2007514101065679038#m

Published: January 3, 2026 18:07

Wenfeng has probably spent $800M-$1.2B of his own money since DeepSeek was founded SemiAnalysis (@SemiAnalysis_) HKEX requires these companies to disclose their planned use of funds. Of the combined 7991Bn HKD (~$1Bn) of estimated proceeds, close to…

Now it's even better as the confusing FLOP math is gone Never use FLOPS to forecast inference demand U will always get a wrong number Tokens/Watt is the go-to metric Cembalest was again extremely nice, polite, and professional

https://nitter.privacyredirect.com/zephyr_z9/status/2007498381867004363#m

Published: January 3, 2026 17:04

Now it's even better as the confusing FLOP math is gone Never use FLOPS to forecast inference demand U will always get a wrong number Tokens/Watt is the go-to metric Cembalest was again extremely nice, polite, and professional Zephyr (@zephyr_z9) …

A military base is 100% coming

https://nitter.privacyredirect.com/zephyr_z9/status/2007494791832187291#m

Published: January 3, 2026 16:50

A military base is 100% coming Zephyr (@zephyr_z9) LOL This turned out to be true Venezuela is now a satellite state of the US now 51st State (for some time) — https://nitter.privacyredirect.com/zephyr_z9/status/2007493661144285471#m

LOL This turned out to be true Venezuela is now a satellite state of the US now 51st State (for some time)

https://nitter.privacyredirect.com/zephyr_z9/status/2007493661144285471#m

Published: January 3, 2026 16:46

LOL This turned out to be true Venezuela is now a satellite state of the US now 51st State (for some time) Zephyr (@zephyr_z9) The real question is how Maduro's loyalists will act Will they fold or will they resist Trump may not get Greenland, but he…

WOW No wonder there were no civilian/military casualties Looks like lots of people in the Venezuelan government and military wanted Maduro out

https://nitter.privacyredirect.com/zephyr_z9/status/2007487986339103075#m

Published: January 3, 2026 16:23

WOW No wonder there were no civilian/military casualties Looks like lots of people in the Venezuelan government and military wanted Maduro out SomePLAOSINT (@someplaosint) So the destroyed Buk launchers were just neatly parked at the same location for…

Call of Duty: Black Ops 8 plot

https://nitter.privacyredirect.com/zephyr_z9/status/2007481394235097278#m

Published: January 3, 2026 15:57

Call of Duty: Black Ops 8 plot Andrew Curran (@AndrewCurran_) Helicopter raids by special forces in a daring night-mission. A Latin American leader seized and flown to New York for a narcotics trial. The plot structure, characters, spectacle; this is an…

Their SPR has over 1 billion barrels of oil

https://nitter.privacyredirect.com/zephyr_z9/status/2007475466173583629#m

Published: January 3, 2026 15:33

Their SPR has over 1 billion barrels of oil Vigilante (@Vigilante_1983) Not when waging a kinetic war…Those ships, planes and tanks run on oil.. — https://nitter.privacyredirect.com/Vigilante_1983/status/2007470913533489204#m

Michael Cembalest was extremely nice, polite, and professional And the inference demand projections are much more grounded and realistic now I encourage everyone to read this report

https://nitter.privacyredirect.com/zephyr_z9/status/2007459931763433951#m

Published: January 3, 2026 14:31

Michael Cembalest was extremely nice, polite, and professional And the inference demand projections are much more grounded and realistic now I encourage everyone to read this report Zephyr (@zephyr_z9) Bruh MICHAEL CEMBALEST (Chairman of Market and…

The DoJ always throws flimsy, nonsensical charges along with the real serious charges The Narco Terrorism Conspiracy charge has legs The rest will likely get thrown out by the judge

https://nitter.privacyredirect.com/zephyr_z9/status/2007456850804125920#m

Published: January 3, 2026 14:19

The DoJ always throws flimsy, nonsensical charges along with the real serious charges The Narco Terrorism Conspiracy charge has legs The rest will likely get thrown out by the judge Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) (@teortaxesTex) Fascinating. This…

Khamenei kun in Iran could be next Trump has said that he won't assassinate him, but toppling the regime is still on the table

https://nitter.privacyredirect.com/zephyr_z9/status/2007449322246574530#m

Published: January 3, 2026 13:49

Khamenei kun in Iran could be next Trump has said that he won't assassinate him, but toppling the regime is still on the table Zephyr (@zephyr_z9) American declincels don't understand that US can execute lots of short, sophisticated low-intensity…

On China losing influence The Trump admin has tried to weaken China's trade influence. They have been successful at it in Mexico. Europe will also impose a 5%-15% tariff on Chinese goods, as the trade deficit is widening. CK Hutchison tried to sell its port biz to a consortium led by BlackRock. Chinese regulators blocked, and they will allow the sale only if COSCO is part of the consortium. Meanwhile, the Panamanian gov has filed a case against CK in the Panamanian Supreme Court, basically asking them to nullify CK's 25-year contract and issue a new tender for the Panama ports.

https://nitter.privacyredirect.com/zephyr_z9/status/2007442838582374707#m

Published: January 3, 2026 13:24

On China losing influence The Trump admin has tried to weaken China's trade influence. They have been successful at it in Mexico. Europe will also impose a 5%-15% tariff on Chinese goods, as the trade deficit is widening. CK Hutchison tried to sell its…

American declincels don't understand that US can execute lots of short, sophisticated low-intensity (assassinations, kidnapping, blowing up military installations) operations without incurring any casualties (money is the only thing spent) The only L Trump took was the attack against the Houthis, and even they stopped fighting after Gaza ceasefire

https://nitter.privacyredirect.com/zephyr_z9/status/2007432040736837848#m

Published: January 3, 2026 12:41

American declincels don't understand that US can execute lots of short, sophisticated low-intensity (assassinations, kidnapping, blowing up military installations) operations without incurring any casualties (money is the only thing spent) The only L…

The real question is how Maduro's loyalists will act Will they fold or will they resist Trump may not get Greenland, but he may get Venezuela as a satellite state

https://nitter.privacyredirect.com/zephyr_z9/status/2007428339452260595#m

Published: January 3, 2026 12:26

The real question is how Maduro's loyalists will act Will they fold or will they resist Trump may not get Greenland, but he may get Venezuela as a satellite state Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) (@teortaxesTex) Short opinion on Venezuela The blitz…

80 people got it right

https://nitter.privacyredirect.com/zephyr_z9/status/2007426636556460534#m

Published: January 3, 2026 12:19

80 people got it right Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) (@teortaxesTex) Even I must unfollow for this level of cope it's not novel and it's not disastrous. It is a clear victory. Nobody – I repeat, NOBODY – gives a shit about Maduro or “Venezuelan…

Well, they can't do that I doubt Russia can even assassinate Zelensky China can launch a precision strike/assassination, but kidnapping is a different ball game

https://nitter.privacyredirect.com/zephyr_z9/status/2007418242579722294#m

Published: January 3, 2026 11:46

Well, they can't do that I doubt Russia can even assassinate Zelensky China can launch a precision strike/assassination, but kidnapping is a different ball game Gideon Rachman (@gideonrachman) So when China launches a special op to seize the president…

.@CL207 ordered too many 5090s in China

https://nitter.privacyredirect.com/zephyr_z9/status/2007416263233126773#m

Published: January 3, 2026 11:38

.@CL207 ordered too many 5090s in China 駿HaYaO (@QQ_Timmy) 大量 NVIDIA GeForce RTX 5090 GPU 出貨重新在中國出現，顯示該國成功繞過出口限制。 禁售硬體流入中國已討論數月，主要因美國實施出口管制以應對。但根據先前報導，問題持續存在。現在，根據 PCMR Reddit 貼文，稱在中國發現大批 RTX 5090 出貨，經檢查為 MSI 和 Gigabyte 產品。注意盒子無「v2」標記，此為允許出口中國的版本。 …

Trump was able to successfully bully Mexico into raising massive tariffs on China Argentina is firmly in the US camp now, especially after the $20B bailout Let's see what happens with Brazil, Peru, and Chile

https://nitter.privacyredirect.com/zephyr_z9/status/2007412534039724119#m

Published: January 3, 2026 11:23

Trump was able to successfully bully Mexico into raising massive tariffs on China Argentina is firmly in the US camp now, especially after the $20B bailout Let's see what happens with Brazil, Peru, and Chile Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)…

The Delta Force was used

https://nitter.privacyredirect.com/zephyr_z9/status/2007388613211017533#m

Published: January 3, 2026 09:48

The Delta Force was used OSINTdefender (@sentdefender) Tonight’s operation to capture Venezuelan President Nicolás Maduro was carried out by the U.S. Army’s 1st Special Forces Operational Detachment–Delta (1st SFOD-D), known more commonly as Delta…

Trump needs to fly out Maduro to Mar-a-Lago and do a joint press conference

https://nitter.privacyredirect.com/zephyr_z9/status/2007386883949768947#m

Published: January 3, 2026 09:41

Trump needs to fly out Maduro to Mar-a-Lago and do a joint press conference OSINTtechnical (@Osinttechnical) President Trump says that the U.S. has captured Venezuelan President Maduro. —…

Bruh 2026 has just started

https://nitter.privacyredirect.com/zephyr_z9/status/2007367768732250322#m

Published: January 3, 2026 08:25

Bruh 2026 has just started OSINTdefender (@sentdefender) Footage showing a massive explosion earlier at Higuerote Airport in the State of Miranda, Northern Venezuela, with the secondary explosions and fire suggesting a strike against a surface-to-air…

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