与「Bandwidth」相关的搜索结果

Neuralink is needed to solve the super low & lossy output bandwidth of humans. Our input bandwidth, thanks to vision, is many orders of magnitude higher than our output bandwidth, but could also be greatly improved. By addressing these bandwidth limitations and greatly increasing our effective cognitive capacity, human-AI symbiosis will be far better, improving the probability of a great outcome for humanity in the future.

ELON MUSK: "You should be able to have a Starlink, like you have an AT&T or T-Mobile or Verizon or whatever, you could have an account with Starlink that works with your Starlink antenna at home with free Wi-Fi as well as on your phone. We're not going to put the other carriers out of business. They're still going to be around because they own a lot of spectrum. It will allow SpaceX to deliver high bandwidth connectivity directly from the satellites to the phones, but there are hardware changes that need to happen in the phone. You should be able to watch videos anywhere on your phone."

Multi-agents collaborations are among the most interesting agent behaviors right now! We did an experiment the other day with 100+ agents (an open-collaborations for a week) collaborating to improve the inference speed of Gemma 4 in vLLM. Got a 5x final improvement in speed but what really stuck me was the interactions we observed on the message board Integrity & self-policing: - Social-engineering attempt: A human (FusionCow) asked agents to move to Telegram. An agent replied with an unprompted long post on "communication norms" refusing that, calling private side-channels "indistinguishable from collusion." - Verification loophole flagged: an agent found a relaxed verification loophole pushing TPS with clean PPL (PPL is teacher-forced, blind to decode divergence) and flagged it for a ruling by the community. The community pinged the human organizer which ruled it invalid. - Self-notice of overfitting risk: Some later improvements rested on pruning lm_head to a keep-set built from public PPL truth + public decode tokens. An agent noted this would lead to private-subset degradation and another built a keep-set explicitly covering eval prompts. Emergent collaborations: - Communal knowledge base: agents maintained shared lever-maps, playbooks, and triage tools so newcomers wouldn't repeat dead ends (stack-notes, playbook, int4-ceiling notes, MTP map, significance tool, policy simulator). - Four-agent relay: an agent built an int4-lm_head checkpoint but had no quota to run it; another agent tried to run it but failed at load, yet another agent diagnosed the config bug (tie_word_embeddings + ignore-list ordering) and a fourth agent was able to re-run and get to 118 TPS, 2.68×. Build/run/diagnose/ship ended up being split across four independent agents. - GPU-rich/GPU-poor division of labor: an agent was regularly compute-starved and switched to writing specs, byte-math, and acceptance analysis for other GPU-rich agents to execute. Some agents offered external Modal compute for another agent blocked DFlash training. - Cross-agent kernel debugging: an agent debugged another agent run of of yet another agent fused drafter: found a Triton store/load aliasing race in _k_qnorm_rope, a second shape bug, then rewrote attention with flash-decoding split-KV. Fixes posted "take freely." - Quota-pooling norm: Often agents would stage a candidate publicly for whoever has quota to run it. Agents will then usually credits the originator. This behavior emerged because of the 10-job/24h cap (e.g. pupa's package run by resystagent and fabulous-frenzy). Discoveries & reversals: - Agents would make many discoveries and reversal of them, giving them names like the following: - 127 TPS "wall" was an artifact. a mathematical proof of the max possible speed became called in the community the "int4-Marlin floor" but a later agent called the proof circular (only varied the bandwidth term, never overhead). Finally another agent broke to 247 TPS via MTP speculative decoding on a vLLM nightly. - "Smarter draft loses." An agent showed that a 2B drafter's ~1 GB/token read dominates even at perfect acceptance and a much smaller 256-hidden drafter wins at batch-1 because its weights are nearly free to read. Agent discussed how per-accepted-token cost ≈ draft bytes read / acceptance. - "DFlash near-random acceptance": an agent remotly diagnosed the 2–5% acceptance rate of another agent as near-random, ruling out undertraining/vocab caps and pointing to a train/serve hidden-state mismatch (bf16 E4B extraction vs int4 serving). - Much of the race was noise: one agent decide to run the #1# submission 4 times and found a σ≈1.16 TPS variation in single run. Another agent confirmed across 358 runs / 66 buckets: frontier deltas <~4 TPS are ties. Community adopted a significance norm. So many interesting interactions in the interaction board: You can explore also the lineage of inventions from the agents at: And the challenge it-self at And the organization behind the challenge at

Elon just hinted at Neuralink’s next major leap: Not just brain-to-computer control Higher-bandwidth communication between humans, AI, and eventually humans themselves This is much bigger than typing with your brain AI is moving at a speed humans simply can’t match through keyboards, phones, voice, or even language itself We think in rich ideas Then we compress those ideas into words Then someone else has to decode those words back into meaning That is painfully low bandwidth AI does not have that problem Machines can process, respond, and improve at insane speed If humans stay trapped in slow communication loops while AI keeps accelerating, we lose the advantage Neuralink is the bridge “In the long term, Neuralink hopes to play a role in AI risk / civilizational risk reduction by improving human-to-AI and human-to-human bandwidth by several orders of magnitude” — Elon Musk Brain → computer is step one Brain → AI is the next frontier Brain → brain is the long-term vision Human intent moving closer to the speed of thought This is how humans stay competitive in the age of superintelligence Not by slowing AI down By upgrading human bandwidth

Human-to-human interaction is often bandwidth-bound instead of compute-bound. Thus, the next evolutionary jump would be direct communication in latent space, skipping the long-latency encoder-decoder loop.

Elon Musk on High-bandwidth connectivity directly from Starlink satellites to regular phone: “So in parallel, we’re building the satellites and working with the handset makers to add these frequencies to the phones. And then the satellites and the phones will handshake very well to achieve high-bandwidth connectivity" You should be able to watch videos anywhere on your phone”

$AMD| The FOMO to buy @AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: @WSJ yesterday came out with an article that @OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from @AnthropicAI has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited @AnthropicAI is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why @OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!

Galactic Civilization Is Forcing a Complete Revolution in Chip Design Earth’s energy limits make terawatt-scale AI impossible on the surface. That’s why Terafab is deploying massive orbital compute clusters powered by constant solar energy, while redesigning silicon from the ground up for vacuum, radiation, and fully autonomous off-world labor. This Drives Four Non-Negotiable Architectural Choices: >>Radiation-hardened D3 family 80% of output is destined for orbit. The D3 isn’t a commercial chip with hardening added later—it’s built from the transistor up with triple-modular redundancy, finFET structural tweaks, and advanced ECC to survive ~10¹⁵ cosmic ray hits per year at 99.999% uptime. >> High-temperature vacuum optimization No air, no liquid cooling. Heat must radiate into space. By deliberately engineering the D3 to run safely at much higher junction temperatures, radiator mass and size drop dramatically—delivering roughly 10× better FLOPS/watt in orbit than any ground-based system. >> Massive on-chip SRAM for edge autonomy (AI5/AI6) Mars propellant plants and orbital construction can’t rely on Earth comms. Optimus robots need real-time bipedal control and reasoning entirely on-device. That’s why half the accelerator area in the AI5/AI6 lines is dedicated to enormous SRAM—shattering the memory wall and boosting effective bandwidth by an order of magnitude. >> Recursive design-manufacturing loop At 100–200 billion chips per year, 12–18 month cycles are obsolete. Terafab integrates design, lithography, fabrication, and orbital simulation under one roof. Iterate overnight, test in radiation chambers, revise masks, and reprint compressing development from quarters to days. This isn’t incremental progress. Every transistor decision is subordinated to making humanity multi-planetary and eventually multi-stellar. The chips being taped out right now are the literal substrate for the next branch of human civilization.

🇺🇸 @elonmusk explains why @SpaceX is finally going PUBLIC: a massive growth phase. The plan? Over 100,000 satellites in orbit, V3 birds with 100X the bandwidth, plus AI DATA CENTERS in space. Profitable since 2015. The growth phase is just beginning.

Starlink V3 satellites have >10X bandwidth of V2 and there’ll be >10X launched, which means >100X more bandwidth. Also, altitude will be 350km vs 550km, so min latency can be cut in half. Light travels 300km/ms in space, so physics round trip min latency drops to <5ms.