BIG TECH - AI Dynamics

AI Revolutionizes Supply Chains with Real-Time Intelligence Systems

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31 October 2025 22h00

Imagine a supply chain that thinks and responds in real-time. 🤔

With @PalantirTech and NVIDIA accelerated computing, thousands of Lowe's stores are operating as one intelligent system, anticipating and adapting to disruptions.

Watch how AI is revolutionizing supply chains ➡️… pic.twitter.com/JyxcoxhWQ8
— NVIDIA AI (@NVIDIAAI) 31 octobre 2025

Imagine a supply chain that thinks and responds in real-time. With @PalantirTech and NVIDIA accelerated computing, thousands of Lowe's stores are operating as one intelligent system, anticipating and adapting to disruptions. Watch how AI is revolutionizing supply chains

→ View original post on X — @nvidiaai

31 October 2025

Cerebras and GB200 Dominance in AI Hardware Strategy

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@petergostev

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31 October 2025 20h19

Pretty much, zai were hinting heavily, one of the cognition engineers talked about thousands of GB200, and cerebras are marketing it heavily

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31 October 2025

SWE-1.5 Model Architecture: Base Model, RL Training, Inference

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@petergostev

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31 October 2025 17h00

How @cognition /
@windsurf new SWE-1.5 model was built (probably), based on piecing together bits of information that was shared. Base model by: @Zai_org possibly GLM-4.6
RL Training: @nvidia on 'thousands' GB200 NVL72
Inference: @cerebras at 950 tks/sec

→ View original post on X — @petergostev

31 October 2025

China’s Cross-Subsidy Strategy Pursues Global Tech Monopolies

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@naval

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31 October 2025 15h44

China is a conglomerate willing to use its GDP and power to cross-subsidize any internal business that benefits from scale economies and network effects, until that business achieves a global supply monopoly.

→ View original post on X — @naval

31 October 2025

Nvidia Partners with Samsung, Hyundai, SK for Korean AI Facility

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@arrakis_ai

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31 October 2025 7h08

Nvidia is partnering with Samsung, Hyundai Motor Group, SK, and Naver Cloud to build a large-scale AI facility in South Korea, deploying up to 260,000 Blackwell GPUs. Of these, 50,000 GPUs will be allocated to support the Korean government’s “Sovereign AI” platform tailored for

→ View original post on X — @arrakis_ai

31 October 2025

OpenAI Event Registration Bias: Company Name Impact

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@arrakis_ai

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31 October 2025 5h56

OpenAI seems to approve event registrations based on the company name. When I first applied right after registration opened, my account was put on the waitlist — but a month later, the same application under a well-known AI company got accepted instantly. Still, I can understand

→ View original post on X — @arrakis_ai

31 October 2025

Google Reports Strong Quarterly Growth Driven by Gemini Models and TPU

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@jeffdean

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31 October 2025 2h49

Great to see major increases in many metrics (love all the usage of the Gemini app!), many of them driven by Gemini models and our TPU hardware. Congrats to all Googlers on a great quarter!

→ View original post on X — @jeffdean

31 October 2025

Amazon Employees Pressure Company Over Reckless AI Development

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@_karenhao

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30 October 2025 21h46

This is an incredible effort among Amazon employees to pressure their employer: "We believe that the all-costs-justified, warp-speed approach to AI development will do staggering damage to democracy, to our jobs, and to the earth."

→ View original post on X — @_karenhao

30 October 2025

ADIPEC 2025: Global Energy Summit Unites Leaders in Abu Dhabi

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@ingliguori

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30 October 2025 19h53

The world meets in Abu Dhabi for #ADIPEC2025, 3–6 Nov. 205K+ attendees, 250+ CEOs & 45 ministers. AI, robotics & low-carbon innovation driving change. Where Energy. Intelligence. Impact. come together. http://
adipec.com | @ADIPEC_Official

→ View original post on X — @ingliguori

30 October 2025

NVIDIA GH200 Sets New Financial AI Performance Records

By

@nvidiaai

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30 October 2025 19h19

NVIDIA GH200 Superchip sets new records in financial AI performance. The NVIDIA GH200 Grace Hopper Superchip just topped industry-standard STAC benchmarks for real-time market data, setting new highs in speed, efficiency, and accuracy. Highlights: Up to 49% lower latency on

→ View original post on X — @nvidiaai

30 October 2025