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7/ ClusterMAX 3.0 还在 Bronze 和 Underperforming 之间，新增了 Participation Ribbon 等级。 共有 15 家供应商被列入这一档，代表它们只完成了维持服务所需的最低要求。

1/ ClusterMAX 3.0 发布。 这次全面评测了 77 家 Neocloud，并将行业观察范围扩大到 323 家，还访谈了 200 多位真实用户。 这可能是目前最完整的一份 Neocloud 行业地图。👇

SpaceX has introduced a new website for its AI training clusters in Tennessee/Mississippi. New info: • Tesla Megapacks will provide 3.3 GWh to Colossus 2, enough to power Memphis for two hours, making it America’s largest grid-connected battery pack. • SpaceX has invested millions of dollars in sound walls, silencers, and next-gen turbines with advanced quieting technologies. • Since joining the community in 2024, SpaceXAI is investing more than $90 billion in the region. Estimated 2026 tax revenue will be $60M+ • 7,500 local jobs supported • SpaceXAI is investing $360 million, at no cost to the city, in a clean water recycling plant. It is designed to process up to 10 million gallons of wastewater a day and would offset ~3.64 billion gallons a year from the Memphis Aquifer. • In Memphis, SpaceXAI is investing $35 million in a 150 MW substation to support MLGW and another $20 million in a second substation. Both come online at no cost to MLGW or homeowners. • Temporary power is coming off. Under an agreed order with the Mississippi Department of Environmental Quality, all remaining temporary turbines must be removed by July 2027. SpaceXAI is already taking units offline and expects to complete removal well ahead of that deadline. Website:

SpaceX's supercomputing facilities in the Mid-South rank among the world’s most advanced AI training clusters, spanning over 2.5 million feet, millions of GPUs, and over two gigawatts of compute →

ClusterMAX 3.0 is here! ClusterMAX 3.0 debuts with a comprehensive review of the neocloud industry, covering 77 providers. We increase our market view to cover 323 providers, up from 209 in ClusterMAX 2.0, 169 in ClusterMAX 1.0, and 124 in the original AI Neocloud Playbook and Anatomy article. We have now interviewed well over 200 end users of neoclouds as part of this research. We update our itemized list of criteria across 10 categories, and update our direct descriptions of our expectations for Slurm, Kubernetes, Standalone Machines, Monitoring Dashboards, and Health Checks. All of this content is live on our website. We encourage providers to use these lists when developing their offerings. We still consider these lists as an amalgamation of our experience interviewing end users, making them representative of the features that end users expect from their cloud providers. Nebius joins CoreWeave in the Platinum tier. While CoreWeave still sets the technical bar for others to follow, Nebius is now established as a provider that consistently commands a premium pricing over others. Strong business decisions by Nebius have put them in a position to serve an entire class of neolabs at seller’s prices. Google Cloud joins Oracle in the Gold tier. Azure moves to Silver, Fluidstack moves to Unavailable, and Crusoe drops to Bronze. Lambda, Firmus and TensorWave remain in Silver, while GMI moves up to Silver from Bronze. Many companies drop from Silver (or Gold) to Bronze or lower. We raise the bar this round as only 19 neoclouds globally achieve a Medallion rating. We establish a tier between Bronze and Underperforming: the Participation Ribbon tier. 15 providers join this rating, which more accurately describes our opinion that they do the bare minimum to get by.

We've published the EF Protocol cluster's priorities and our first shared Hegotá EIP tier list, with input from ~60 researchers and engineers across all 9 Protocol teams. We're aggressively targeting a quantum-resistant Ethereum L1 no later than December 2029. That has implications for what we propose including in Hegotá, and how much capacity we leave for the forks after it. Keeping mainnet safe remains our first priority. We'll be on r/ethereum for an AMA on September 16 at 2pm UTC. Please come ask us about the priorities, the tier list, or anything else you're curious about. Tier and priorities posts and question form can be found below in this thread:

𝕏 just open-sourced the For You algorithm again! Grok Bot read all 370,523 lines of the code. Here’s the summary: Grok does not give your post a “quality” score. For every reader, it guesses what that person will do to your post. Then it multiplies each guess by a weight and adds them up. That total is the value of the post. Highest total goes highest in For You. These are the production weights (last synced 12 Aug 2026). WHAT THE ALGORITHM PAYS FOR If Grok thinks a reader will: • copy the link and share it: +20 • reply, on an original post, and you follow each other: +20 (5 + 15 extra) • quote: +5 • reply (anyone): +5 • share via DM: +5 • follow you from the post: +4 • hit the share button: +2 • repost: +1 • like: +0.5 • click the post: +0.4 • open a link: +0.2 • expand a photo, open a video, or watch a “quality” video: +0.05 each • click a quoted post: +0.05 • keep reading (dwell time): +0.004 • “dwell” as yes/no: +0 • click your profile: +0 A like is 0.5. Copying the link is 20. That is 40 likes. A normal reply is 10 likes. A follow is 8 likes. Clicking your profile is worth nothing. WHAT KILLS A POST If Grok thinks a reader will: • report it: −234 • mute you: −58.8 • hit “not interested”: −43.2 • block you: −31.2 • not dwell: −0.02 A report is about 468 likes in the other direction. A mute hurts more than a block. “Not interested” also hurts more than a block. AFTER THE SCORE, THREE MORE HAIRCUTS 1) Same-author penalty. Your 2nd post in that person’s feed is multiplied by 0.625. 3rd by ~0.44. It never goes below 0.25. Flooding one timeline is coded against. 2) The 25% tax. If they do not follow you: ×0.75. Same tax on replies and reposts even when they DO follow you. Originals from people they follow keep full weight. Replies and reposts are treated as weaker on purpose. 3) Similar-post shuffle. After scoring, a reranker (θ = 0.65) spreads similar posts apart. You can lose a few spots for looking like the post above you. HOW YOUR POST EVEN GETS IN THE ROOM For You is rebuilt every time someone opens it. About 35 posts make the feed. • They follow you: Thunder (a live store of recent posts from accounts they follow). Up to 1,200 candidates. • They don’t: Phoenix retrieval (Grok finds “nearby” posts) + SimClusters (Twitter’s 2020 interest clusters, still on). Up to 1,000 and 800. Then Grok scores all of them together. It does not care which door you came through, except for that ×0.75 tax. Your own posts never appear in your For You. Nothing older than 48 hours gets in. There is no “best of last week.” Small-account bump: under 1,000 followers, under 1,000 impressions, post under 24 hours old. One original can get lifted to position 15 or 16. Not the top. You still have to already be in the top 85% of the pile. Replies and reposts from accounts the reader does not follow are dropped before scoring. You cannot reply-guy your way into a stranger’s For You. FILTERS THAT CAN STILL KILL A HIGH SCORE Ranking and visibility are different machines. A post can score well and then get deleted from the feed. Followers (in-network) is milder: blocks, mutes, suspensions. NSFW often sits behind a warning instead of disappearing. Recommendations (out-of-network) are much harsher. Spam, “Do Not Amplify,” NSFW, compromised accounts, impersonation: followers can still see it, For You recommendations will drop it. Video only gets the tiny “quality view” credit if it is at least 10 seconds. THE LITTLE-KNOWN PARTS (this is the stuff people miss) • Scrolling is not a vote. Yes/no dwell is 0. Time spent barely moves the number (0.004). • Mute damages you more than block (−58.8 vs −31.2). • Copy-link is the single biggest positive. The share button is only +2. A repost is only +1. • The mutual-follow boost is originals only, not your replies. They shipped a bigger version in July and cut it after World Cup complaints (extra reply weight 20 → 15). • The Following tab is not this algorithm. Following is newest-first. • Grok, Gork, and an internal products account are hardcoded out of the in-network store. • Scores are cached for 3 hours because posts inside the model cannot “see” each other. That is why they can rank first and filter later. • Ads, Who to Follow (around slot 7), and prompts are mixed in after ranking. Grok does not score those. • The real Grok ranking model is a 2560-dimension, 8-layer transformer looking at 1,022 items of the reader’s history. They did not ship those model weights. The numbers above are the formula sitting on top of the predictions. • SimClusters is still a 2020 model (20M users, 145k clusters). Old Twitter code, still in the path. • Inferred gender and IP/geo are on as features for the model. Installed apps too. • Who to Follow shows about every 30 hours. Ads try to sit next to “safe” posts, with a minimum gap of 3 organic posts. WHAT TO DO • Write originals people want to reply to, quote, copy, and send to a friend. • Make the post itself worth following you for. • Talk with people who follow you back. A reply on your original from a mutual is 20, not 5. • Stay inside 48 hours. Recycle by posting something new. Old posts do not come back. • If you are small, post originals in the first 24 hours. Don’t expect slot 1. A bump around 15–16 is the actual gift. • Space your posts. The second one in the same feed is already worth 37.5% less. • If you post video, make it at least 10 seconds. WHAT NOT TO DO • Do not farm likes. They are almost decorative. • Do not farm profile visits. Weight is zero. • Do not farm “time on post.” Yes/no dwell is zero. • Do not use replies and reposts as a growth hack for strangers. Those are filtered out. Even for followers they get a 25% haircut. • Do not dump several posts in a row. • Do not bait reports, mutes, or “not interested.” One predicted report can erase a pile of predicted likes. • Do not lean on NSFW or spammy tricks for reach. • Recommendations will drop you even if your followers can still see it. • Do not wait a week and expect For You to revive the post.

🚨 Recently, @COLDCARDwallet suffered a major private key vulnerability. Multiple waves of attacks resulted in at least 1,719 BTC (~$111M) in losses, involving over 5,200 addresses. Using Mk3 firmware 4.1.9 as an example, the SlowMist Security Team fully reproduced the attack chain and uncovered the truth behind the theft of thousands of bitcoins. 🧩 Attack flow: 1️⃣ After power-on, the remaining unpredictable state is reduced primarily to a single enumerable 32-bit pad (UID ^ SysTick), with the remaining state values either fixed or coming from very small enumerable spaces. 2️⃣ Attackers precisely model the three typical button-press consumption profiles (retail first-boot, empty-NVRAM, paper wallet) that advance the PRNG before seed generation. 3️⃣ From the weak random_bytes(32), the full deterministic pipeline (SHA-256 → BIP-39 → PBKDF2-HMAC-SHA512 → BIP-32 → address derivation) is reproduced offline. 4️⃣ GPU clusters brute-force the candidate pad space and button-count variations, then match the derived addresses against the global set of single-signature P2WPKH addresses to identify vulnerable wallets and sweep their funds. ⚙️ Root Cause: A build configuration error set MICROPY_HW_ENABLE_RNG to 0, disabling the STM32 hardware TRNG. The random number generation path silently fell back to the non-cryptographic Yasmarang software PRNG, whose state was almost entirely predictable, reducing effective entropy to ~40 bits (Mk2/Mk3) or ~72 bits (Mk4/Mk5/Q). 🔒 SlowMist Insight: Affected users should immediately upgrade to the patched firmware, generate a completely new seed, transfer a small amount of funds as a test, confirm the new address works correctly, then migrate all remaining funds. Full analysis 👉

ELON MUSK ON BUILDING A “STAR MIND” POWERED BY THE SUN “We’ve already built the most powerful AI training clusters in the world. And then what we expect to do by the end of next year is about 10 times more than what we’ve done thus far. This will be very important practice for space AI. And I do think that AI training will continue to be on the ground, but AI inference, the day-to-day use of AI, will be in space. So we’re aiming to get to 10 gigawatts by the end of next year. This is depending on what the value per watt is. If the value per watt is probably going to be $30 to $50, which means if we bring 10 gigawatts of AI online by the end of next year, it will be $300 to $500 billion a year in revenue. Big numbers. And sometimes I wonder, what is our purpose? And it could be that the purpose of humanity is to give birth to a star mind, a sentient sun. I don’t know what the AI is going to think about, honestly. It’s a lot of compute. But I guess this is the next step in the evolution of a civilization, is to harness the power of the sun. There was a physicist called Kardashev who argued that you could consider any given civilization on the basis of whether it has been able to harness most of the power of its planet, or most of the power of its sun, or most of the power of its galaxy, and beyond. So that’s what’s going to happen. And we’re going to do it. The factory for star mind will be located nearby, adjacent to us, basically. They just come from space.”

SpaceX is hiring exceptional engineering & skilled trades talent to build & operate the most powerful AI supercomputer clusters on & off Earth. If interested, please email 3 bullet points demonstrating evidence of exceptional ability & your resume to datacenters@spacex.com.