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December Patreon Tier1-Rem If you like us plz subscribe us Patreon❤️ This month I will been in Tier1 and Tier 2 #cosplay# #remcosplay# #rem# #レム# ＃レムコスプレ #rezerocosplay# #ReZero# #Reゼロから始める異世界生活# #コスプレ# #㝍真# #撮影# #kawaiicosplay# #FolloMe#

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$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!

おはようございます 𝙂𝙤𝙤𝙙 𝙈𝙤𝙧𝙣𝙞𝙣𝙜🐓 Have a nice day🍀 多忙な為反応遅れますm(._.)m 今日はもっと暑くなる！多分w コーシー☕️片手に決心Ⓜ️ ｱﾂｻﾆﾓﾏｹｽﾞ 出陣デシ Looking for followers! 良い1日を☺️ Have a great Thursday! #Thursday# #morning# #JAPAN#

🚨 THE US REGULATORY SYSTEM JUST BROKE In 48 hours, SpaceX goes public at $1.77 TRILLION - the biggest IPO ever I've been trading for over a decade, and I have never seen them rewrite the rulebook like this Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company That doesn't happen by accident Let me show you exactly what they did: First, Fidelity dropped its minimum account size from $500,000 to $2,000 A 99.6% cut Think about that: The most exclusive door on Wall Street, thrown wide open to millions of small investors - days before the biggest debut in history. Ask yourself one question Why do they suddenly want YOU in? Because somebody needs people to sell to. SpaceX reserved 30% of the deal for retail THREE TIMES the normal share And even then, most people didn't get a full allocation. So to grab more at Thursday's open, they're dumping everything else TODAY to raise cash. That's half of the selling you're seeing. The other half? The smart money front-running July. Here's the trick: SpaceX doesn't join the Nasdaq 100 on day one. It joins 15 days later, because Nasdaq cut its own waiting period from 3 months to 15 days Just for this. The moment it joins, every QQQ fund on Earth is FORCED to buy. $22–27 billion in automatic buying. Translation: imagine 50 buses all forced to pull into the same gas station on the same morning. The funds know the stampede is coming. So they're selling now to free up cash for it. Retail selling. Institutions selling. At the exact same time. THAT is your selloff. Now here's the part nobody will say out loud: When the most connected money on the planet builds a $1.7T exit door and hands the keys to the smallest investors in the market… That's NOT generosity That's distribution at the top. We've seen this movie twice: ➮ 2000 Dotcom ➮ 2021 SPAC mania Insiders cash out at insane valuations while the crowd chases the hype. The math ain't mathing. So you've got two choices in the next 48 hours: Chase the most expensive IPO in history at the open… Or read the prospectus and realize you might BE the exit. The next few days will be INSANE, but don't worry - I'll break down every move as it happens, like I always do. Like it or not, I called every major top and bottom of the last decade publicly. I'll call this one too. Many people are going to wish they followed me before June 12, 2026. Soon, you'll understand why.

It was a pleasure and honor to be interviewed by one of the leading contemporary researchers of Mars anomalies, @JeanWardMars. We discuss Dr. Mark Carlotto's fractal and texture-based image processor algorithms for identifying artificiality on a planet’s surface, applying them to the face in Cydonia, some structures here on Earth, followed by various Mars surface anomalies. We also discuss Carl Sagan's statements about the plausibility of past ET visitations of Earth, as well as criteria he came up with for identifying the technology of intelligent life on a planet’s surface. Furthermore we look at Buzz Aldrin statements about Phobos and the possibility of a "monolith" being there, as well as future planned missions to Phobos and the "monolith" thereon. We end with a look at the most compelling NASA Space Shuttle video's featuring potential UAP's/UFO's. CHAPTERS: 00:00 Introduction 02:46 Dr. Mark Carlatto and Carl Sagan 01:00:53 Analyzing my Discoveries on Mars 01:29:51 Buzz Aldrin Phobos Monolith 01:49:37 The Russian Phobos 2 Incident 02:06:08 STS Space Shuttle UAP's/UFO's Video's 02:34:52 UAP/UFO Disclosure and Conclusion

Join us on June 9 at 7am PT for a #NintendoDirect# followed by Nintendo Treehouse: Live! The Nintendo Direct will be roughly 50 minutes and Nintendo Treehouse: Live will be 95 minutes. Watch here:

“More Kefka, More Magic, More Madness!!!” ❤️😈🎭 THANK YOU all for joining me on this incredible journey and WELCOME to the new followers! 🙏🏼 Bringing Final Fantasy VI’s Kefka to life to perform for @UematsuNobuo -San, alongside working with / for @YoshitakaAmanoO -San’s official exposition in the exact same month, is something I’ll forever treasure in my heart. 🤍 #FFVI# #Kefka# #FinalFantasyVI# #LeonChiro# @FinalFantasy @SquareEnix

RAPTORS! 3 engines, two sea level and one vacuum, have been brought around and moved into MB-2 for install on Ship 40. Seen here as 2 low, red blobs moving left to right just behind that black fence, the 2 SLs were followed by the taller RVac. @LabPadre

Thanks everyone for another beautiful day riding this new wave together. For each its moments, I'm deeply grateful to God to whom belongs all the glory. I'm excited to sit down outside with some beverage and smoke trying my best to recount every moment, laugh, hiccup, random phone call, and how went activities planned far in advance. I did what I said I would & found ways to fish back out every single FB lost at sea - drifting further into past while we remained in full lock down by X's auto software. Note of how trivial importance are these social relics when we know we are aligned in the spirit/unbreakable ranks. Do not ever stress about these things in our community - because if not today certainly tomorrow you'll receive each direct interaction so you know I'm here. I know you're there. You will know each other. I'm truly satisfied feeling good day's work to go begin to tone down with perfectly even following & follower counts. Furthermore, I'm humbled we have surpassed 1.5K. How far should we try to go? It's a movement of the mindset, feelings in the body and heart, but no scary mask face or other homogenizing uniform - we recognize the truth & the beauty of certain differences among us occupying a very specific space. They are real & infinitely beautiful as we each are created in the Image; yet at end of day, to extent the value of separate human lives fall into tension, always they immediately net out to true 0 because every human no matter what is exactly equal. Maybe they can limit the rates, slow us down a bit, make me limp, holding onto their precious murky superiorities dissolving rapidly to sand within their grips. But they never can take away even a drop of our collective determination to bring the world together - finally in true peace meaning one founded on mutual respect & coexistence. I hope you each enjoy the next few hours wherever you are on Earth. Until you hear from me again, my brothers & sisters, big love, respect, blessings, health to all. You know last part: f*ck the rate limit!