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科技推文精选 - 2026年6月2日

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2026年6月2日 科技每日简报

Today's top tech conversations are led by @QuixiAI, whose post about 'RT @MiniMax_AI: Introducing Mi...' garnered the highest engagement. Key themes trending across the top stories include nvidia, https, context, agents, memory. The community is actively discussing recent developments in AI, engineering practices, and startup strategies.


1. QuixiAI (Group Score: 656.2 | Individual: 59.0)

Cluster: 22 tweets | Engagement: 1846 (Avg: 151) | Type: Tech

RT @MiniMax_AI: Introducing MiniMax M3: The First Open-Weights Model to Combine Three Frontier Capabilities

  • Coding & Agentic Frontier: 59.0% SWE-Bench Pro, 66.0% Terminal Bench 2.1, 34.8% SWE-fficiency, 28.8% KernelBench Hard, 74.2% MCP Atlas
  • MiniMax Sparse Attention scales context to 1M
  • Natively Multimodal from Step Zero

API: https://t.co/fHRdSV7BwZ Token Plan: https://t.co/BDCycxepZw 🚀New! MiniMax Code: https://t.co/GvB4YiB6Ul

Weights & Tech Report in ~10 Days

See 21 related tweets

  • @cgtwts: Sam Altman right now: https://t.co/hyg7fxfAaZ\n\nQT @MiniMax_AI: Introducing MiniMax M3: The First O...
  • @jiayuan_jy: 已经测试一个早上了,目前体感上接近 Opus 4.7(还需要进一步测试)。

用 M3 来写代码,Opus 4.8 + GPT5.5 来做对抗式的 code review,效果还不错。

已经完成了 ...

  • @AndrewCurran_: Official post from MiniMax. @scaling01 posted the numbers earlier tonight. https://t.co/PcgkBq8Zhu\n...
  • @TheAhmadOsman: M3 numbers look good but am gonna wait for the weights before I comment any further https://t.co/vWa...
  • @kimmonismus: MiniMax just dropped M3! It hits 59% on SWE-Bench Pro, edging out GPT-5.5 (58.6%) and beating Gemini...

2. ivanfioravanti (Group Score: 460.2 | Individual: 47.7)

Cluster: 20 tweets | Engagement: 2632 (Avg: 225) | Type: Tech

RT @AnthropicAI: Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.

Pending completion of SEC review, this gives us the option to pursue an initial public offering.

Read more: https://t.co/onGZAhRLvD

See 19 related tweets

  • @zephyr_z9: HOLY IPO incoming\n\nQT @AnthropicAI: Anthropic has confidentially submitted a draft S-1 registratio...
  • @rohanpaul_ai: Anthropic just took the formal first step toward its IPO.

They confidentially sent the draft S-1 to...

  • @scaling01: Anthropic IPO is close https://t.co/l01D6T2FU7\n\nQT @AnthropicAI: Anthropic has confidentially subm...
  • @testingcatalog: BREAKING 🔥: ANTHROPIC SUBMITTED DRAFT DOCUMENTS FOR THE UPCOMING IPO!

SOON 📊 https://t.co/fvHIB3Qz...

  • @kimmonismus: Here we go: Anthropic confidentially submits draft S-1 to the SEC

The most important question: who ...


3. godofprompt (Group Score: 368.8 | Individual: 39.8)

Cluster: 11 tweets | Engagement: 109 (Avg: 42) | Type: Tech

We gave agents tools before we gave them memory.

That was backwards.

Now they can browse, code, email, book meetings, hit APIs…

…but still wake up tomorrow with no idea what they learned yesterday.

That is not an agent stack. That is a very expensive goldfish with permissions.

HydraDB raising $6.5M for memory infra feels less like a launch and more like the market finally admitting the obvious:

stateless agents were never going to survive production.\n\nQT @contextkingceo: Introducing HydraDB.

The graph native context infrastructure for agents. Purpose built to deliver precise context & observability into why agents act the way they do.

We've always believed graphs are the best way to manage AI context, but they've been too expensive to scale or impractical for storing full context. Until now.

@hydra_db combines in memory, NVMe, and object storage into a single graph layer, making context delivery faster, cheaper, and more precise.

We want context delivery to be extremely fast, 1000x cheap, and highly precise. Give your agents a brain.

See 10 related tweets

  • @Origin_AI_01: RT @contextkingceo: Introducing HydraDB.

The graph native context infrastructure for agents. Purpos...

  • @kimmonismus: For two years the whole conversation was about context window size.

Meanwhile the actual problem ne...

  • @vasuman: Memory infra layer for agents, massive unlock\n\nQT @contextkingceo: Introducing HydraDB.

The graph...

  • @itsolelehmann: i really think memory is the biggest bottleneck in AI right now

the models are already giga smart n...

  • @heyshrutimishra: A new architecture is here.

every AI agent in production forgets you the second the session ends, a...


4. wallstengine (Group Score: 343.7 | Individual: 48.1)

Cluster: 12 tweets | Engagement: 990 (Avg: 126) | Type: Tech

NVDAisenteringtheconsumerPCchipmarketwithRTXSpark,anNVDA is entering the consumer PC chip market with RTX Spark, an ARM based CPU/GPU/AI chip for Windows laptops and mini-PCs.

The flagship version includes 20 CPU cores, 6,144 GPU cores, and up to 128GB of unified LPDDR5X memory, aimed at local AI agents, creators, developers, and gaming.

Nvidia says 30+ laptops and 10+ desktops are already in development with partners including Microsoft, Dell, HP, Asus, Lenovo, MSI, Acer, and Gigabyte.

See 11 related tweets

  • @PatrickMoorhead: We have two analysts on the ground in Taipei, but I wanted to give some high-level thoughts on some ...
  • @MTSlive: SITUATION DETECTED: Nvidia has announced RTX Spark, its first consumer chip for Windows laptops and ...
  • @benitoz: NVIDIA RTX Spark gets called a PC chip. It’s bigger.

CUDA, RTX and agents in one superchip become ...

  • @Reuters: Nvidia launched the RTX Spark chip in Taiwan, bringing AI capabilities directly into laptops and des...
  • @Winterrose: holy shit i'm buying more $NVDA\n\nQT @NVIDIARTXSpark: NVIDIA RTX Spark reinvents @Windows PCs for t...

5. XFreeze (Group Score: 314.5 | Individual: 33.1)

Cluster: 15 tweets | Engagement: 1395 (Avg: 698) | Type: Tech

Nvidia CEO Jensen Huang just called the idea of AI replacing software engineers "complete nonsense"

"The number of software engineers is actually increasing... if you can hire a software engineer and generate $9 trillion worth of productive work, why wouldn't you want to hire more?

If that line were flat, then obviously people would hire fewer software engineers. But because the output is so incredible, people want to hire more

This is going to show up in our economy somehow, soon. Useful AI has arrived"

See 14 related tweets

  • @VaibhavSisinty: NVIDIA's Jensen Huang just called AI job concerns "complete nonsense."

His argument: companies are ...

  • @MarioNawfal: Nvidia CEO Jensen Huang: AI is creating more jobs for software engineers, not taking them away

"If ...

  • @etnshow: General Partner at Visionaries (@VisionariesVC ) Judith Dada (@DadaJudith) says the biggest mistake ...
  • @business: Nvidia's Jensen Huang calls concerns of AI reducing jobs “complete nonsense," saying instead that co...
  • @wallstengine: $NVDA CEO Jensen Huang:

"$3 trillion worth of salary is now producing nearly 3 times as much output...


6. shiri_shh (Group Score: 296.7 | Individual: 45.4)

Cluster: 10 tweets | Engagement: 2544 (Avg: 193) | Type: Tech

RT @shiri_shh: The laptop hasn't changed in 30 years. NVIDIA just changed it

RTX Spark is their first PC chip ever.

  • RTX 5070 level GPU
  • 128GB unified memory
  • 1 petaflop of local AI
  • thin, light, barely throttles unplugged

Your AI agent lives on the machine. 24/7. No cloud.

This is step one of the agentic AI PC, and everyone else is about to copy it.

See 9 related tweets

  • @StockSavvyShay: Jensen Huang says the AI PC reinvention is as big as the smartphone shift by calling it “a new line”...
  • @arsh_goyal: Reporting from Taipei, Taiwan 🇹🇼

I am here in Taiwan with @nvidia for GTC 2026, and the energy is ...

  • @TeksEdge: 🚨 The NVIDIA RTX Spark Superchip is here! 🚀

It’s official, a new era for Windows PCs with a 1-petaf...

  • @VaibhavSisinty: NVIDIA just turned your laptop into an AI supercomputer. 🤯

They unveiled RTX Spark at GTC Taipei an...

  • @MarioNawfal: NVIDIA just announced the first PC built specifically to run AI agents, and it's a big deal.

The ne...


7. StockMKTNewz (Group Score: 262.6 | Individual: 51.1)

Cluster: 12 tweets | Engagement: 4718 (Avg: 477) | Type: Tech

Nvidia $NVDA CEO Jensen Huang just said that Nvidia and Microsoft have spent the last 3 years to reinvent the PC https://t.co/BCLvduZXbP

See 11 related tweets

  • @business: BREAKING: Nvidia's Jensen Huang unveils a new chip, entering the PC market to take on Intel and AMD....
  • @StockMKTNewz: Nvidia $NVDA CEO Jensen Huang just announced a new product family of AI-enabled computers

"There is...

  • @TFTC21: Nvidia CEO Jensen Huang: Software companies are not dead.

“Agents are going to create the largest o...

  • @FirstSquawk: NVIDIA CEO Jensen Huang says a three-year partnership between Microsoft and NVIDIA focused on reinve...
  • @StockMKTNewz: Nvidia $NVDA CEO Jensen Huang just said we are at the beginning of a new market

CPUs FOR AGENTS

H...


8. nvidia (Group Score: 247.3 | Individual: 32.9)

Cluster: 9 tweets | Engagement: 415 (Avg: 1061) | Type: Tech

The NVIDIA Vera Rubin platform is a multi-rack pod-scale system, built to process agentic AI and is now in full production.

Built through extreme co-design, Vera Rubin unifies five connected rack-scale systems — the NVIDIA Vera Rubin NVL72, Vera CPU rack, Groq 3 LPX, Vera BlueField-4 STX, and Spectrum-6 SPX Ethernet — all purpose-built for global-scale agentic AI infrastructure.

Vera Rubin delivers intelligence at scale, with the performance, efficiency and security needed to power the next industrial revolution.

Congratulations to @Microsoft, @Dell, and @CoreWeave for each standing up their Vera Rubin NVL72 engineering racks.

Learn more: https://t.co/HIlpgACFll

See 8 related tweets

  • @CoreWeave: Jensen announced on stage at #COMPUTEX2026 that we'll be among the first cloud providers to bring up...
  • @Dell: Agentic AI is here, and it’s redefining infrastructure. We’re expanding the Dell AI Factory with NVI...
  • @FirstSquawk: NVIDIA has ramped Vera Rubin into full production, aiming to support agentic AI infrastructure world...
  • @TeksEdge: 🤯 Oh My!! Vera Rubin is here, the 🆕 flagship CPU for the AI agent era! 🚀

🤖 1.8× faster agentic task...

  • @nvidia: RT @nvidianewsroom: NVIDIA Vera Rubin is ramping into full production to power agentic AI factories ...

9. huggingface (Group Score: 239.4 | Individual: 32.9)

Cluster: 11 tweets | Engagement: 143 (Avg: 78) | Type: Tech

https://t.co/9onXPbWAmZ\n\nQT @ClementDelangue: So much great work lately from Nvidia, the "King of American Open-source AI"!

  • Crossed 1,000 total public repositories on @huggingface (820 models, 249 datasets & 57 spaces) & almost 60,000 followers
  • Current #1 trending model on HF with LocateAnything and #5 trending with PiD
  • Announced that they're adopting the @linuxfoundation OpenMDW framework
  • Released Cosmos 3, Omnimodal World Models for Physical AI & Alphamayo 2 Super, an open model for autonomous driving
  • Announced the release soon of Nemotron 3 & work on Nemotron 4

Thank you @nvidia for all the work you're doing for the ecosystem and open-source AI. Can't wait for the next few months!

See 10 related tweets

  • @nvidianewsroom: At #NVIDIAGTC, Jensen announced a major open source collection of physical AI agent skills and tools...

  • @c_valenzuelab: A lot more to come! We are excited to work closely with NVIDIA on the Cosmos Coalition\n\nQT @runway...

  • @NVIDIAAI: We 💚 open source\n\nQT @ClementDelangue: So much great work lately from Nvidia, the "King of America...

  • @ClementDelangue: So much great work lately from Nvidia, the "King of American Open-source AI"!

  • Crossed 1,000 total...

  • @Cadence: RT @nvidianewsroom: #NVIDIAGTC Taipei News:

NVIDIA introduced NemoClaw, OpenShell and Nemotron mode...


10. KyeGomezB (Group Score: 213.8 | Individual: 54.9)

Cluster: 7 tweets | Engagement: 676 (Avg: 73) | Type: Tech

RT @NVIDIAAI: Introducing Cosmos 3: Our latest frontier model for Physical AI

Cosmos 3 is the world’s first fully open omnimodel with native vision reasoning, world and action generation.

Today we’re releasing Super (32B) and Nano (8B) variants. https://t.co/6UfkSA7kzQ

See 6 related tweets

  • @vllm_project: 🚀 Excited to partner with @NVIDIAAI on day-0 support for Cosmos 3 on vLLM-Omni!

A unified Mixture-o...

  • @VaibhavSisinty: NVIDIA just quietly dropped the most important AI 😨

It's called Cosmos 3. And no, it's not another ...

  • @huggingface: RT @mli0603: This is THE moment of Physical AI!

We are officially announcing Cosmos 3: Omnimodal Wo...

  • @lmsysorg: Cosmos 3 is now supported in SGLang-Diffusion!

Try it now with SGLang: https://t.co/fbU4g40HZs\n\n...

  • @MTSlive: SITUATION DETECTED: Nvidia launched Cosmos 3, an open world foundation model for physical AI that co...

11. FellMentKE (Group Score: 208.1 | Individual: 38.4)

Cluster: 7 tweets | Engagement: 159 (Avg: 148) | Type: Tech

The problem with most AI presentation tools is that they generate beautiful images that completely fall apart the second you try to edit them in PowerPoint.

Templafy just fixed the round-trip problem.

Their new agent outputs a structured, business-ready .pptx file that actually respects your formatting and brand templates. You can even upload your own source files before it generates.

Try it for FREE: https://t.co/DZ58gQvLXm\n\nQT @Templafy: Most AI tools give you slides. Templafy’s PowerPoint agent gives you a complete presentation — structured, business-ready, and editable instantly in PowerPoint.

No rebuilding. No formatting chaos. No starting from scratch.

Try it for FREE: https://t.co/6c28K534Rm https://t.co/bsM2ndyX9n

See 6 related tweets

  • @ai_explorer25: Last year, AI decks looked like AI decks.

This year, they look like your deck.

Same fonts. Same ...

  • @alex_prompter: AI slide tools just got exposed. Pretty previews were never the product.

The product is a deck you ...

  • @shiri_shh: finally.

An AI slide tool that turns a prompt into a real editable .pptx. opens in powerpoint. sta...

  • @rohanpaul_ai: Agents everywhere.

Templafy’s just launched a PowerPoint agent that tackles the part of AI presenta...


12. sinclairinat0r (Group Score: 196.3 | Individual: 30.4)

Cluster: 10 tweets | Engagement: 148 (Avg: 47) | Type: Tech

RT @Arm: Congratulations to @nvidia on the launch of RTX Spark at #COMPUTEX2026. 👏 RTX Spark is a significant step forward for agentic computing and the Windows on Arm ecosystem.   Powered by the Arm-based NVIDIA Grace CPU, NVIDIA Blackwell RTX GPU, and a fully unified memory architecture, it unlocks new AI-powered experiences for developers, creators, and gamers.

See 9 related tweets

  • @sinclairinat0r: RT @pavandavuluri: Introducing a powerful new chapter for @Windows PCs, accelerated by @nvidia RTX S...
  • @TeksEdge: 💻 First RTX Spark mini PCs are here! @msiUSA unveiled the EdgeMesa N AI+ at Computex 2026:

💥 Power...

  • @JamesMontemagno: RT @satyanadella: Our goal is to deliver unmetered intelligence to every home and every desk with Wi...
  • @inafried: RT @msitweets: Introducing MSI EdgeMesa N AI+. Powered by @nvidia RTX Spark , this ultra-compact pow...
  • @NVIDIAAI: Welcome @NVIDIARTXSpark & a new era of PC 🤝\n\nQT @NVIDIARTXSpark: Welcome to the NVIDIA RTX Spa...

13. cryptopunk7213 (Group Score: 194.2 | Individual: 37.2)

Cluster: 8 tweets | Engagement: 46 (Avg: 72) | Type: Tech

anthropic just officially filed for IPO! 10 days after openai reportedly filed theirs. race is on, imo anthropic has a lot of momentum right now:

claude mythos (agi-like model) is about to publicly release anthropic is expected to by revenue POSITIVE by end of month (550M).firstAIlabtodoso.justhit550M). first AI lab to do so. just hit 45B ARR and on track for $100B by end of year.

claude code is used by 70%+ of fortune 500 companies with token spending budgets increasing drastically.

both companies are targeting 1T+blockbusterIPOsbyendofyear,anthropicjustraised1T+ blockbuster IPO's by end of year, anthropic just raised 65B at a $965B val

oh also anthropic is technically a public benefit corp lol. this will be the biggest PBC IPO of all time.\n\nQT @AnthropicAI: Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.

Pending completion of SEC review, this gives us the option to pursue an initial public offering.

Read more: https://t.co/onGZAhRLvD

See 7 related tweets

  • @IPONewsroom_: JUST IN: ANTHROPIC HAS CONFIDENTIALLY FILED AN S-1 WITH THE SEC FOR A PROPOSED IPO

This comes the s...

  • @MTSlive: SITUATION EXPLAINED: Anthropic just filed a confidential S-1 with the SEC.

• A confidential filing ...

  • @nytimes: Breaking News: Anthropic, the A.I. company behind Claude, filed to go public, setting the stage for ...
  • @TeksEdge: Anthropic is preparing for IPO. SpaceX, OpenAI, and Anthropic IPO in the same year is insane.\n\nQT ...
  • @MatthewBerman: Anthropic beating OpenAI to IPO?\n\nQT @KobeissiLetter: BREAKING: Anthropic has confidentially filed...

14. shensi (Group Score: 175.9 | Individual: 48.9)

Cluster: 5 tweets | Engagement: 670 (Avg: 88) | Type: Tech

RT @shensi: AI agents turn every employee into a security risk.

Introducing Agent Handler for Employees: secure AI access for every employee.

We’ll give you $10K if you get sensitive info from @JeanelleAgent. https://t.co/8za4QASJiV

See 4 related tweets

  • @JayminSOfficial: Everyone wants AI agents.

Nobody wants AI agents with unrestricted access to company systems.

But ...

  • @damianplayer: any company rolling out AI at scale is running into the same question.

what can the agent reach and...

  • @merge_api: Give every employee AI access to the tools they need, and none of the data they shouldn't reach with...
  • @cgtwts: CEOs & their AI Agents right now: https://t.co/4WXxUrL3yf\n\nQT @shensi: AI agents turn every em...

15. StockMKTNewz (Group Score: 153.6 | Individual: 38.0)

Cluster: 6 tweets | Engagement: 825 (Avg: 477) | Type: Tech

JUST IN: GOOGLE GOOGLJUSTANNOUNCEDANGOOGL JUST ANNOUNCED AN 80 BILLION CAPITAL RAISE TO BUILD AI INFRASTRUCTURE

And Berkshire Hathaway BRK.BiswritingaBRK.B is writing a 10 billion check to get in.

Here's the full breakdown:

THE DEAL:

  • $30B in underwritten public offerings
  • $40B through an at-the-market stock program starting Q3 2026
  • $10B private placement to Berkshire Hathaway

THE BERKSHIRE PIECE:

  • 5BinClassACommonStockat5B in Class A Common Stock at 351.81 per share
  • 5BinClassCCapitalStockat5B in Class C Capital Stock at 348.20 per share
  • Berkshire has been building this position since Q3 2025

THE PURPOSE:

  • Scale AI compute infrastructure to meet "unprecedented customer demand"
  • Approximately $30B of the ATM proceeds will cover 2026 employee equity tax obligations
  • Remaining proceeds go directly to AI infrastructure buildout

See 5 related tweets

  • @TFTC21: Alphabet just announced an $80 billion equity capital raise to fund AI infrastructure.

The offerin...

  • @MTSlive: SITUATION DETECTED: Google has announced an $80 billion equity raise to fund AI infrastructure and c...
  • @justjoshinyou13: Wow, one of the leading frontier AI companies is issuing equity that ordinary investors can buy! See...
  • @exec_sum: Google GOOGisraisingGOOG is raising 80B in new equity to fund AI infrastructure

The deal includes $30B in unde...

  • @inafried: RT @TheStalwart: Wow, Berkshire Hathaway investing 10billioninto10 billion into GOOGL in a private placement as...

16. dhaber (Group Score: 140.0 | Individual: 42.0)

Cluster: 4 tweets | Engagement: 351 (Avg: 128) | Type: Tech

The best founders don't end up in New York by accident. They come because this is where the hardest problems, the biggest customers, and the highest stakes are. The city demands you build something real.

I've always believed the best opportunities live between fields of expertise — not inside any single industry, but at the intersections. No city in the world has more intersections than New York. Finance and media. Healthcare and technology. The customers who need AI to actually work — banks, hospitals, newsrooms, asset managers — are all here, within a few miles of each other.

AI adoption is accelerating faster than any cycle I've seen. Per @PitchBook, AI is now 65% of NYC venture deal value, up from 16% six years ago. Early-stage funding hit $8.9B in 2025, up 50% in a year. Active unicorns: 32 in 2019, 159 today.

The infrastructure of a generational tech hub is being built in real time.

We're still early. The biggest deals haven't happened. The companies that define applied AI haven't been built.

The founders who build them will be ambitious. They'll want to be where the problems are.

They'll be here.

NY @Techweek_ starts today. Come build 🗽

See 3 related tweets

  • @airwallex: Join us in NYC on June 4th for a look at what it really takes to build and scale a top-tier AI start...
  • @Techweek_: "The founders who build them will be ambitious. They'll want to be where the problems are.

They'll ...

  • @MTSlive: We asked @dhaber what makes New York the commerce hub for AI.

"Opportunities live between fields of...


17. MTSlive (Group Score: 138.9 | Individual: 55.7)

Cluster: 4 tweets | Engagement: 735 (Avg: 80) | Type: Tech

SITUATION DETECTED: Senator Bernie Sanders has called for a law granting the federal government a 50% stake in each AI lab to create a public sovereign wealth fund.

See 3 related tweets

  • @exec_sum: BREAKING: Bernie Sanders introduced a bill proposing the government take a 50% stake in the country'...
  • @ProudSocialist: My only issue with Bernie’s proposal is it doesn’t go far enough.

AI is built on humanity’s collect...

  • @Techmeme: Bernie Sanders says the wealth AI creates "must benefit humanity", calling for a sovereign wealth fu...

18. CNBC (Group Score: 137.0 | Individual: 50.8)

Cluster: 6 tweets | Engagement: 626 (Avg: 50) | Type: Tech

BREAKING: The AI revolution will be 50 times bigger than the Dotcom revolution in the 2000s, SoftBank CEO Masayoshi Son told CNBC Monday.

“I think this is like more than 10x, probably 50x bigger than dotcom,” Son told CNBC’s Arjun Kharpal in Paris a day after the company announced that it’s investing 75 billion euros ($87 billion) to build AI infrastructure in France, including 5 GW of AI data center capacity.

More details: https://t.co/BpyAOFdoKM

See 5 related tweets

  • @CNBC: Japan’s Softbank is planning to invest 45 billion euros ($53 billion) over five years to build AI in...
  • @CNBC: AI revolution is '50x bigger' than the dotcom boom: SoftBank's Masayoshi Son to CNBC https://t.co/4B...
  • @edzitron: how did that go for you man\n\nQT @CNBCtech: AI revolution is '50x bigger' than the dotcom boom: Sof...
  • @Cointelegraph: 🔥 UPDATE: $305B SoftBank CEO Masayoshi Son says the AI revolution could be 50x bigger than the dotco...
  • @unusual_whales: AI revolution is '50x bigger' than the dotcom boom, SoftBank's Masayoshi Son has said...

19. tengyanAI (Group Score: 128.8 | Individual: 38.2)

Cluster: 4 tweets | Engagement: 99 (Avg: 58) | Type: Tech

Some takeaways from Jensen's nvidia keynote:

  1. Vera rubin is ramping into full production. Microsoft, Dell, CoreWeave already have operational engineering racks. All on TSMC 3nm + CoWoS-R + CoWoS-L + HBM4 (from Micron, SK Hynix, AND Samsung)

This accelerates the Blackwell-to-Rubin timeline and pulls forward revenue from VR.

  1. Vera CPU as a standalone product line. Jensen explicitly called this "a new market that never existed before" and said it will be "larger than the last"

This is NVIDIA directly competing with AMD EPYC and Intel x86 but positioned as a different workload (agents, not VMs). I'd watch AMD's response at their keynote

  1. RTX Spark, the PC reinvention play

Grace CPU + Blackwell GPU on one chip, built with MediaTek, TSMC 3nm, 70B transistors

This is bullish for MediaTek. Jensen called out Rick (Rick Tsai, MediaTek chairman) by name and the partnership is clearly deep. MediaTek gets a foothold in the high-end PC silicon market they've never had.

  1. Jensen spent significant time on the unit economics of AI factories:
  • AI factory cost at 1 GW scale: started at 3050B,nowheadingto30-50B, now heading to 80-100B per gigawatt
  • "100 gigawatts of AI factories will come online before end of decade"
  • That's potentially $8-10 trillion in AI factory buildout over ~4 years. bullish for the entire supply chain.

Othe notes: CoreWeave, Nebius - Jensen name-dropped them as growing incredibly fast on DSX. Their capex trajectory signals GPU demand ahead of NVIDIA's own earnings

Cadence.. the chip design agent partnership is deep and Jensen explicitly said NVIDIA will "hire hundreds of thousands of Cadence super agents." I'd watch for Cadence to quantify the AI revenue opportunity next Q

overall I liked it. it was an optimistic paint of the future.\n\nQT @tengyanAI: Jensen: "the more you buy the more you make" "everyone wants to make money" "vera rubin is in full production" https://t.co/lObOUR5tlA

See 3 related tweets

  • @shanaka86: Today at Computex, Jensen Huang did not introduce products. He introduced an industry.

Vera Rubin i...

  • @MilkRoadAI: RT @MilkRoadAI: Dell just made history this weekend and it is the culmination of an execution streak...
  • @PatrickMoorhead: The social media interns are working overtime at MI&S.\n\nQT @MoorInsStrat: Did you miss the @nv...

20. Scobleizer (Group Score: 127.9 | Individual: 34.4)

Cluster: 4 tweets | Engagement: 346 (Avg: 121) | Type: Tech

RT @Alibaba_Qwen: 👏👏 Introducing Qwen3.7-Plus — a multimodal agent model that unifies vision and language into one versatile agent foundation.

✅ Multimodal interactive hybrid agent: unified GUI & CLI operation across visual and text tasks ✅ Versatile coding agent & productivity assistant with full-modality input ✅ Visual Agent: perception, reasoning, grounding, and search-augmented QA ✅ Cross-harness generalization across diverse agent frameworks

One model. Sees, thinks, codes, acts.🙌🙌

Now available via API on Alibaba Cloud Model Studio. Try it — let us know what you build.😎

🔗🔗⬇️⬇️ Blog:https://t.co/pVYf0h3NNa Qwen Studio:https://t.co/HUYgFW4cYf API:https://t.co/viL0cXrMzW

See 3 related tweets

  • @sheriyuo: Qwen doesn't make open weight anymore.

Qwen3.6-35B-A3B and 27B are literally excellent OSS out ther...

  • @Mayhem4Markets: https://t.co/3qVvoVMpyF\n\nQT @Alibaba_Qwen: 👏👏 Introducing Qwen3.7-Plus — a multimodal agent model ...
  • @TeksEdge: 🚨 Qwen3.7-Plus just dropped whic is @Alibaba_Qwen's new multimodal agent model!

💡Cross-harness sup...