与「benefit」相关的搜索结果

Resignation of Nvidia CEO has accelerated a cross party push in Washington to tighten US export controls on advanced AI chips bound for China. 🇨🇳 🇺🇸 Previously, every proposed tightening of chip export controls to China ran into some obstacle. Jensen Huang personally argued that excessive restrictions would simply hand the Chinese market to Huawei without achieving a security benefit. That argument rested on Huang’s credibility as the person Washington trusted to make honest representations about what Nvidia was actually selling, to whom, and through which intermediaries. Megaspeed episode shows existing controls are being systematically evaded through Southeast Asian shell companies.

SpaceX has just unveiled a massive new $50 billion Supercomputing Campus that they want to build in Cochise County, Arizona. All info: • Up to 6 GW across the 9 supercomputing buildings • Construction starts 2027 • Size of each supercomputing building: ~493,000 square feet. • Total supercomputing building space: 4.44 million square feet, excluding support facilities. • SSVEC residential customers are projected to see electricity bill reductions of 10–40%. • Up to 24 GWh of grid-connected battery storage to provide backup power, stabilize the regional electric grid, support local voltage, and absorb fluctuations in electricity demand. Among the largest planned battery installations in the United States. • Additional solar generation in the region is planned to supply renewable electricity during the day and reduce demand on the local grid. • No dedicated on-site power plant or fuel storage yard is planned. • Each supercomputing building will have 10 MW of natural-gas-powered standby generation for critical equipment, operating only during utility outages and periodic testing. • No gas turbines will be installed at the site. • SpaceX plans to fund $3.6 billion in grid infrastructure upgrades, transferred to AEPCO at no cost to its members. • Up to $260 million annually in additional benefits for cooperative members at full buildout, on top of residential bill reductions. • Up to $200 million annually for cooperative members statewide, in addition to SSVEC benefits. • The supercomputers will use dry cooling with a closed-loop water circulation system rather than evaporative cooling. • SpaceX projects zero ongoing industrial water consumption. • The cooling system will be filled initially, with water reused for up to 10 years. • SpaceX estimates annual water usage equivalent to approximately 20–30 Arizona residential homes. • Projected annual water use would be less than 2.5% of a single center-pivot irrigation system's annual consumption. • Permanent jobs: Approximately 1,000. • Construction jobs: Approximately 5,500. • Annual property tax revenue: Up to $103 million in estimated new annual revenue. • Regional economic benefits: SpaceX says its investment will support public education, infrastructure, essential local services, and economic development. • Local suppliers: SpaceX is encouraging suppliers to participate in construction and development of the campus. • Noise mitigation: Equipment will be positioned away from neighboring properties where possible, with setbacks and additional screening to reduce noise. • Nighttime lighting: Outdoor lighting will remain off unless work is underway, with active lights shielded and directed downward. • Dark-sky protection: The campus will comply with Cochise County's dark-sky requirements to limit light pollution. • Nighttime construction: SpaceX says it will seek waivers when nighttime construction lighting is necessary. • Wildlife protection: The campus is being designed with consideration for the region's sandhill crane wintering habitat. This campus's purpose is to build one of the world's most advanced AI supercomputing campuses to train SpaceX's superintelligence models and support scientific and engineering breakthroughs. Learn more:

From the Rio Grande Valley, TX to Cochise County, AZ, we’re building more than supercomputers. We’re creating jobs, investing in critical infrastructure, expanding local tax bases, and working alongside communities to build a future that benefits the people who live there →

As all NVIDIA employees I guess, I am deeply concerned by the campaign against Jensen Huang. Removing him would be a disaster. Many have documented on X and elsewhere how this looks like a coordinated coup. I'd add only one thing. Look at who would benefit from a dramatic weakening of NVIDIA. It is not China. It is not about selling GPUs to China because that train has left. China authorities have pushed back on the H200 the Trump administration allowed NVIDIA to sell. Look at what Jensen pushed back on: - regulations that would make open source model training too expensive - regulations that would make closed model providers immune to liabilities caused by their models. He said "if your product is not ready, then don't ship it" - regulation against model distillation. He said "this is competition. People do it all the time with NVIDIA products, they try to reverse engineer them." The other side will do everything they can to get him fired. As a French, I can't care less about his private life. I get that the US is puritan and sees it otherwise. But frankly, isn't it something he and his family has to deal with? Why should all NVIDIA employees, partners, and investors be collateral damage? Disclaimer. As my bio says, the above are my views only. I do not represent NVIDIA by any means. I only commented on publicly available information.

🚨 COULD RIPPLE ACQUIRE UPHOLD? Ripple focuses on institutional infrastructure, while Uphold serves retail users. A strategic partnership could deliver major benefits without Ripple needing to acquire the company. #digitalassets# #xrp# #crypto# #bitcoin# #llc#

overheard from friends talking about AI in China, and it’s very alarming - AI short films went massive in China market because of how good the video models are now - the first wave of people who mastered using AI to generate short films and comics made quite some money because they could produce a lot more content than traditional workflows - but within just a few months, everybody and their mom could make equally good short films because all the expertise could be written in a markdown file - when everyone’s more productive, no one actually has an advantage and it’s a race to the bottom. very quickly it became impossible to make money, and everyone’s busier than they were without AI - the only one making money now is companies like bytedance who owns user demand and distribution. they sell ads to creators who pay to get traffic, and eventually ad spend became 80% of those creators’ operating expense, while AI tokens is less than 5% so what are the problems here? 1. there’s no moat if you are creating anything with AI if a human is really good at something, and it’s hard to find more humans who can do the same, they can leverage the scarcity of their skill to get paid very well but if AI is good at something, it will be infinitely replicated, so there’s no scarcity hence you can’t really expect a sustainable business by creating anything with AI 2. more creators created more content people actually liked. that’s a good thing but the economical benefit of that all got absorbed by the distribution platforms there’s a famous chinese poem 遍身罗绮者，不是养蚕人 - it basically says people who dress well aren’t the people making dresses. that’s exactly what’s happening here if our society doesn’t figure out a better way to distribute wealth, AI will help billionaires become trillionaires while average people become more exhausted than ever

This is the biggest irony of the whole Alice Huang / Nvidia saga: the Chinese government actually doesn't want Nvidia chips and is actively keeping them out of the country. Last year it even ordered Alibaba and ByteDance to cancel their Nvidia orders ( and sent customs teams to the ports to check every advanced chip coming in ( And right now 600,000 Nvidia H200s are stuck in Hong Kong because Beijing won’t let them into the country ( Nvidia also explicitly frames this as a threat to its business in its latest annual report to the SEC: "The Chinese government has encouraged customers to purchase from our China-based competitors and discouraged customers from purchasing, importing, or using our data center products" ( Why does China do that? Because every Nvidia chip a Chinese company buys is one that Huawei or Cambricon doesn’t sell, and domestic chips can only catch up if people actually buy them (which means money for R&D, etc.). Which means that the notion that Chinese intelligence was running honeytraps to get more Nvidia chips into China gets the whole thing exactly backwards. In fact, it looks like Megaspeed - Alice Huang's company - was a counter-reaction to official Chinese policy: a private sector workaround to these efforts by the Chinese government to curtail Nvidia. As was widely reported - including by Western media - Megaspeed built data centers in Southeast Asia and rented their computing power to Alibaba, which the New York Times called "a backdoor way of getting access" to Nvidia chips ( That is a backdoor not only - allegedly - around Washington’s export controls, but also around China's own efforts to wean its companies off Nvidia. I can’t believe the Chinese government was too thrilled about it: it'd make just about zero sense for it to run countless domestic measures to prevent Alibaba from using Nvidia chips, yet at the same time have its top spy agency help the same Alibaba get Nvidia chips through the back door in Southeast Asia 🤷 At the end of the day, as with all such stories, you always need to look at "cui bono?": who benefits? Who benefitted is pretty clear: - Nvidia itself: it's in the business of selling chips so a customer willing to spend billions of dollars on chips in Southeast Asia is a godsend. Again, as they themselves state in their SEC filings, not being able to tap into Chinese demand would have "a material and adverse impact on our business" ( - Chinese companies like Alibaba: facts are, 1) Chinese chips haven't yet caught up, 2) Chinese chip companies' production capabilities are still limited and 3) Chinese tech firms' historical tech stack runs on Nvidia’s CUDA ecosystem, and rewriting years of code for Huawei chips is painful. Renting Nvidia chips in Southeast Asia is the easy way to stay competitive and serve customer demand in the meantime. - The US, according to core members of the Trump administration: back in July last year, US Commerce Secretary Howard Lutnick explained that the point of letting Nvidia sell more chips to China was to get Chinese developers "addicted to the American technology stack" ( Who does NOT benefit, according to official Chinese policy, is the Chinese state, which has made tech self-reliance one of its foremost priorities. Which means that, to believe the spy story, you have to believe that a person - Alice Huang - was effectively a spy paid by her own government while simultaneously sabotaging its tech self-reliance drive, which it has spent years and trillions of dollars on - pretty senseless. Stranger things have happened, I guess, but it doesn't pass the smell test. And there is another absolutely major contradiction in the media story. According to a Financial Times article published yesterday ( "a person who knows [Alice Huang] said they had been asked by MSS for information about her earlier this year after news emerged that Singapore was investigating the company in relation to chip-smuggling allegations. The agency wanted to find out more information about Huang, including the nature of her business and connections, the person said." Which raises a damn obvious question: if she were indeed an MSS asset, why on earth would the MSS need to ask the people around her who she was and the nature of her business? It's a complete contradiction with the spy story - but very much not a contradiction with what I described above: a private businesswoman running a workaround to Beijing’s own policy, which the Chinese security apparatus would naturally want to look into. Especially since, around about the same time, Shanghai police detained her business partner, reportedly her husband, in a stock manipulation case ( also coherent with Chinese authorities looking into her network, and much harder to square with her being a prized MSS asset. And, to top it all, there is - to this day - not a shred of evidence that's been published that she is, in fact, a Chinese spy: just anonymous intelligence officials, repeated by journalists who never verified it, as I detailed here ( and here ( with one of the key FT journalists on this story actually admitting that he has no idea what evidence US intelligence actually has. So the claim went to print without anyone seeing the evidence, without anyone being able to check it, and without anyone knowing whether it even exists. And given everything above, from Beijing blocking the very chips she was supposedly recruited to help get into China, to the MSS asking around about her, to her partner being detained in Shanghai, my bet is that the evidence doesn’t exist at all. If anything, everything we can check points the other way.

Dario’s concluding pitch in the Anthropic IPO roadshow video that dropped today: “If today we look at things like cancer, Alzheimer’s, heart disease, mental illness. These will be relics of the past in. I think, less than a decade." I believe that the company which gets the risks right will also be the company that has the license to operate that society trusts and society believes can build the benefits in the right way. I think if we do this right, we can create an age of miracles where humanity is able to solve problems that have eluded us for millennia. We have to make sure that all the risks, all the ways that things can go wrong with this technology, we very carefully address those risks as we bring the benefits, and as we have a viable business at the same time. I invite you to join us on the next phase of this journey.”