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We’re excited to share that @nvidia Nemotron 3 Nano Omni is now available at launch on Bitdeer AI Model Studio 🎉. As part of the NVIDIA #Nemotron# 3 family, Nemotron 3 Nano Omni is an open multimodal model that unifies reasoning across video, audio, images, and text, simplifying agentic AI development with leading efficiency and accuracy. From multimodal understanding to real-world enterprise workflows, Nemotron 3 Nano Omni helps reduce the complexity of fragmented model stacks while enabling richer cross-modal context for search, analysis, summarization, and automation. Access and run it today on Bitdeer AI Model Studio through a simple serverless #inference# API, making it easier to move from experimentation to production. 🔧 Get started today: 💡 Read the full blog: #neocloud# #AI# #ModelStudio# #NVIDIAAI#
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Latest open artifacts (#20#): New orgs! New types of models! With Nemotron Super, Sarvam, Cohere Transcribe, & others The top end of the market was quiet, but "industry-scale tinkering" just got very loud. We're seeing a massive shift: specialized, cheap open models are now the crucial tools complementing closed agents. Analysis & breakdowns of: - @NVIDIAAI Nemotron-3-Super-120B: 1M context + NVFP4. - @cohere Transcribe - @SarvamAI -105B - @MistralAI -Small-4-119B Massive coverage of new artifacts from: - Coding & Logic: @zeddotdev @Meituan_LongCat & Goedel-LM - Multimodal/OCR: @Microsoft @YuanAI_Lab @BaiduAI & @xiaohongshu (RedNote) - RAG & Search: @trychroma @LightOnIO & @miromind_ai - Robotics/Agents: @Reka_AI @hcompany_ai & @ServiceNowRSRCH - Creative & Audio: @bfl_ml @hume_ai & GAIR - Data & Infra: @allen_ai @IBM @markov__ai @StepFun_ai By @natolambert & @xeophon
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The NVIDIA AI Empire Forecast 2030: How Jensen Huang Is Using $15 Billion to Pre-Finance the Entire AI Infrastructure Stack $NVDA $GLW $LITE $COHR $MRVL $CRWV $NBIS $IREN $SOXL $GGLL $IGV $BOTZ $FTXL $SKYY $CLOU $KBWP $QQQ $AVGO $AMD $TSM $MU
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At #Knowledge26#, our CEO Jensen Huang and @ServiceNow Chairman and CEO Bill McDermott unveiled the next chapter of enterprise AI. Through Project Arc and Vibe Coding, we are integrating the NVIDIA AI Factory into the ServiceNow platform to turn complex intent into seamless action.
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Still seeing a lot of misconceptions about the broader picture, so here’s a TL;DR for dummies. The economy (and markets) are in for a rough ride short term. Four main reasons: tariffs, doge, borrowing costs focus, and AI capex slowing. We’re shifting from injecting liquidity to pulling it out, and that’s going to hurt. 1) Tariffs – The U.S. collected $56B in tariffs last year. That’s jumping to $500B. Some gets absorbed by producers, but most gets passed to consumers as higher prices. More expensive goods = less spending = slower growth. 2) DOGE (Government Downsizing) – Massive federal spending cuts are on the table - potentially 40-50%. Clinton did a smaller version in the ’90s (10-20% job cuts), and we got a budget surplus. AI might soften the blow like the internet did back then, but in the near term, cutting $500B to $1T from the economy means less liquidity, lower demand. 3) Borrowing Costs – Trump's focus has shifted. Before, he watched SPY. Now, it’s all about the cost of borrowing. This shift in focus is like forward guidance - the market is already front-running it. If he pressures for lower rates, the Fed might resist, keeping borrowing costs high. If he succeeds, inflation risk rises. Either way, businesses and consumers carrying debt are in a bind as markets adjust in advance to the changing narrative. 4) NVIDIA & AI Capex Slowing – AI hype propped up the market for the last two years, but signs of slowing are emerging. I've long said to watch NVIDIA closely. Microsoft's lowered capex guidance weeks ago was a signal. NVIDIA's growth expectations were sky-high, but even after an earnings beat, it dropped. Then we had Mag7 priced to perfection—if AI-related spending slows, expect profit-taking and a broader tech unwind. --- Big picture: Less government spending, higher costs, tighter credit, and AI cooling off. The medicine might be needed long term, but short term, expect pain. That doesn’t mean straight down only - we also know how sporadic Trump is. There will still be plenty of focused/micro opportunities to trade. As it has been all cycle: Traders > Holders.
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