与「Foundry」相关的搜索结果

花了一晚上，成功让deepseek v4自己部署了自己。从头编译调试了vllm + dspark。90%的时间花在了找国内镜像源和配置下载上...（server上没法配代理）。最终rtx pro 6000跑到了200 tps +的成绩。感谢 @light_foundry 提供的recipes。sglang还是跑不通的状态。

This week sovereign wealth-backed capital came onchain, retail giants opened Solana to 8M+ households, and tokenized asset volume smashed another all-time high. Here's everything that shipped: 📰 Headline News - Morgan Stanley made Solana available to eligible E*TRADE clients, opening access across 8.7 million households - @Mubadala Capital’s Alternative Solutions Fund went live on Solana via @KAIO_xyz - @tryramp opened 24/7 stablecoin accounts and payments settling on Solana 📰 Launches - Intel tokenized stock ($INTC) went live via @Backpack Securities and @sunrise - @jtx_trade opened its unified trading surface for majors, memes, and RWAs to everyone - @LayerZero_Core and @KeetaNetwork brought tokenized bank deposits to Solana - @MetaMask activated gasless Solana swaps, covering gas fees for trades over $200 - @Lexur launched in public beta, aggregating Solana perps across Pacifica, Jupiter, Bullet, and more - @dopplerprotocol went live on Solana Mainnet - @hylo_so shipped xBTC, bringing liquidation-resistant 3x BTC exposure onchain - @Bulletxyz launched 24/7 trading with up to 10x leverage for metals, oil, and chipmakers - @trydapital debuted Dapital, a social trading network for RWAs, memes, and tokens - @altitude introduced Altitude Accounting to automate transaction classification - @Thea_AI launched AI inference routing and settlement on Solana - @RyderWallet added native SOL staking on Ryder One via @Meria_Finance and @yieldxyz - @CandyDigital enabled true self-custody for digital collectibles on Solana - @meleemarkets unveiled Parimutuel Market Maker (PMM) design for permissionless prediction markets - @Pumpfun introduced BOOST mode to reinject post-migration liquidity into token buybacks and burns - @risedotrich enabled cross-chain swaps to Solana powered by @deloraprotocol - @Beezie went live with zero-recycled-slab claw machine collectibles - @BananaZoneApp shipped Paid Play for @solanamobile users with real rewards - @streamflow_fi enabled NFT locking for time-bound collectible custody - @backyard_fi kicked off Backyard BBQ: Season 0 for yield rewards - @cleopetrafun launched Thesis Index to trade macro theses via prediction market baskets - @flint_trade_ launched streamlined liquidity quoting for Solana market makers - @tapmapfun launched Treasure Hunt for local business check-ins and rewards - @machinedotfun, @codecopenflow, and @peaq opened applications for The Foundry, a Physical AI accelerator - @TryNoahAI opened waitlists for Noah Accelerate to support Solana builders - @magicblock and @SuperteamMY opened applications for their VIP builder program - @fairdotclub partnered with @LaFamilia_so to expand private capital formation 📰 Milestones - Tokenized-asset trading volume on Solana reached a record $5.8B in Q2, up 114% QoQ - @byreal_io surpassed $4B in total trading volume - @kamino’s OnRe Market passed $200M in total market size - @humafinance PST crossed $200M market cap - @ExponentFinance crossed $120M TVL - @usdgo_official crossed $1B in circulating supply in 5 months - @Beezie reached $2M in total volume across 5965 claw pulls - Solana consumer card top-ups reached a record $94.32M in a single month in Q2 - @fomo logged 17.4K active daily traders executing on Solana If you enjoyed this week’s newsletter, please share it with an RT. Artwork by @Suffoca 🔥

SAMSUNG’S $200B BROADCOM DEAL IS BIGGER THAN A MEMORY SUPPLY CONTRACT. 📊 Samsung Electronics $005930 and Broadcom $AVGO have agreed to pursue more than $200B of semiconductor cooperation through 2030, covering HBM, advanced foundry manufacturing and packaging. Reuters separately confirmed the $200B Samsung–Broadcom portion of the wider Korea–US semiconductor agreements. The headline number is huge, but the strategic shift matters more. Samsung is trying to move from being viewed as a component supplier to becoming a full-stack AI semiconductor partner: Memory → Foundry → Advanced Packaging The reported scope includes HBM4 and HBM4E for Broadcom’s AI accelerators, sub-2nm foundry processes for key chip products, and integrated support from design optimization through packaging and mass production. That matters because Broadcom is one of the central players in custom AI accelerators and high-speed data-center networking. If this MOU converts into real production orders, Samsung would capture more value from each AI chip—not only memory revenue, but also manufacturing and packaging economics. For the Korean market, Samsung is the clearest direct beneficiary. Equipment, materials and packaging names may follow, but only after capacity expansion, supplier participation and actual purchase volumes are confirmed. I would not treat the entire $200B headline as booked revenue yet. This is still an MOU. The real revaluation depends on: → Final contract volumes → Product and process allocation → Production timing → Pricing and margins → Whether orders translate into utilization and earnings The headline creates expectations. Execution is what creates the rerating. $005930 $AVGO For reference only. This is not investment advice. Avoid excessive leverage, do not chase sharp moves and maintain strict risk management.

Two weeks before the United States govt confirmed it, the Apple-Intel deal was already called on Ep. 309 of The Six Five Pod. Not a packaging deal. A foundry test drive to 14A. @PatrickMoorhead on the Apple-Intel 18A-P structure, “There's an LOI sign between Apple and Intel... 18A-P is a good glide path...18A-P for Apple is the test drive to get to 14A. Once a real deal is done and commitments have been made, Intel will have to publicly disclose that because it would likely be a relevant stock event." Sell-side named Apple as the validation Intel needed. Pat’s victory lap record on semiconductors is 30/33.

Samsung Foundry’s Principle Engineer has announced that “the @Tesla-Samsung Al5 chip has reached tape-out. It is scheduled to be manufactured at the Taylor fab using our latest 2nm process and will soon be integrated into Tesla's newest products.” Volume production won’t start for a while, but good to hear things are still moving along. Picture of Tesla’s upcoming AI5 chip on the right:

Super to see GPT-5.6 with Work IQ come to Copilot Chat, Cowork, M365 apps, GitHub, and Foundry today. From multi-step agentic work to analysis and content creation, it brings stronger reasoning and higher-quality outputs without sacrificing efficiency.

Claude Code 5小时限制已失效。 用 Azure Foundry 中转，彻底移除时长和周额度上限。 机制很简单： 1. 注册 Azure 获取 $200 免费额度（学生 $2000） 2. 将 Claude Code 指向 Foundry 的 Claude 实例 不再受官方 API 限制，算力成本归零。

Fable 5 将于周三，7月1日起在全球范围内向 Claude Platform、 Code 和 Claude Cowork 用户开放。对于 Pro、Max、Team 及部分 Enterprise 方案，[1] Fable 5 在 7 月 7 日前将纳入每周使用上限的最多 50% 配额，此后将通过使用额度提供。我们将在 AWS、Google Cloud 和 Microsoft Foundry 上尽快恢复访问。

Il y a deux articles de blog récents publiés directement par @PrismaXai , les 13 et 17 juin 2026, qui n’ont encore reçu aucune couverture médiatique Cette semaine là, PrismaX a discrètement lancé quelque chose que la plupart des personnes qui étudient le projet n’ont pas encore remarqué. Ça s’appelle Verify Quality, et c’est la première couche publique de ce qu’ils appellent la VLA Foundry. C’est le système qui décide concrètement quelles données d’entraînement pour robots sont suffisamment bonnes pour être utilisées. À partir de là, n’importe qui peut devenir validateur et évaluer les données à partir desquelles les robots apprennent. On regarde des séquences, on juge des éléments comme la qualité des mouvements, si la tâche a réellement été accomplie, ou si la caméra est restée synchronisée. Ce sont des choses que les logiciels ne peuvent tout simplement pas évaluer seuls. Ça me semble vraiment intéressant