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The Next Earthquake in AI: Why the Real Danger Isn't the SaaS Killer, But the Computing Power Revolution?

The next seismic shift in AI isn't about SaaS disruption but a fundamental revolution in computing power. While many focus on AI applications like Claude Cowork replacing traditional software, the real transformation is happening beneath the surface: a dual revolution in algorithms and hardware that threatens NVIDIA’s dominance. First, algorithmic efficiency is advancing through architectures like MoE (Mixture of Experts), which activates only a fraction of a model’s parameters during computation. DeepSeek-V2, for example, uses just 9% of its 236 billion parameters to match GPT-4’s performance, decoupling AI capability from compute consumption and slashing training costs by up to 90%. Second, specialized inference hardware from companies like Cerebras and Groq is replacing GPUs for AI deployment. These chips integrate memory directly onto the processor, eliminating latency and drastically reducing inference costs. OpenAI’s $10 billion deal with Cerebras and NVIDIA’s acquisition of Groq signal this shift. Together, these trends could collapse the total cost of developing and running state-of-the-art AI to 10-15% of current GPU-based approaches. This paradigm shift undermines NVIDIA’s monopoly narrative and its valuation, which relies on the assumption that AI growth depends solely on its hardware. The real black swan event may not be an AI application breakthrough but a quiet technical report confirming the decline of GPU-centric compute.

marsbit02/12 04:38

The Next Earthquake in AI: Why the Real Danger Isn't the SaaS Killer, But the Computing Power Revolution?

marsbit02/12 04:38

The Next Earthquake in AI: Why the Real Danger Isn't the SaaS Killer, but the Computing Power Revolution?

The next seismic shift in AI is not the threat of "SaaS killers" but a fundamental revolution in computing power. While many focus on how AI applications like Claude Cowork are disrupting traditional software, the real transformation is happening beneath the surface—in the infrastructure that powers AI. Two converging technological paths are challenging NVIDIA’s GPU dominance: 1. **Algorithmic Efficiency**: DeepSeek’s Mixture-of-Experts (MoE) architecture allows massive models (e.g., DeepSeek-V2 with 236B parameters) to activate only a small fraction of "experts" (9%) during computation, achieving GPT-4-level performance at 10% of the computational cost. This decouples AI capability from sheer compute power. 2. **Specialized Hardware**: Inference-optimized chips from companies like Cerebras and Groq integrate memory directly onto the chip, eliminating data transfer delays. This "zero-latency" design drastically improves speed and efficiency, prompting even OpenAI to sign a $10B deal with Cerebras. Together, these advances could cause a cost collapse: training costs may drop by 90%, and inference costs could fall by an order of magnitude. The total cost of running world-class AI may plummet to 10-15% of current GPU-based solutions. This paradigm shift threatens NVIDIA’s valuation, built on the assumption of perpetual GPU dominance. If the market realizes that GPUs are no longer the only—or best—option, the foundation of NVIDIA’s trillions in market cap could crumble. The real black swan event may not be a new AI application, but a quiet technical breakthrough that reshapes the compute landscape.

marsbit02/11 01:58

The Next Earthquake in AI: Why the Real Danger Isn't the SaaS Killer, but the Computing Power Revolution?

marsbit02/11 01:58

The Market's Biggest Misconception About 'Quantum Computing': It's Still 'Too Early'

This article, based on a Barclays research report, addresses the common market misconception that quantum computing is still a distant, futuristic technology. The report argues that the field is approaching a critical inflection point, with "quantum advantage" expected to be demonstrated within the next 12-24 months when systems can stably operate 100 logical qubits. It corrects several key misunderstandings: quantum computers will not replace classical systems like GPUs but will instead require them for error correction, creating a symbiotic relationship that could generate over $100 billion in incremental demand for classical computing by 2040. The report also highlights the differentiation in hardware approaches, noting the current lead of trapped ions, the scaling potential of silicon spin qubits, and the quantity advantage of neutral atoms. It dismisses fears of imminent encryption breaches and emphasizes that the investment universe is broader than often perceived, encompassing over 45 public companies across the entire quantum supply chain.

marsbit02/09 10:00

The Market's Biggest Misconception About 'Quantum Computing': It's Still 'Too Early'

marsbit02/09 10:00

Doubao Phone Makes a Comeback: From 'Being Surrounded' to 'Counter-Siege'

Doubao Phone, a smartphone project by ByteDance, re-emerges after facing a major setback. In December 2025, its first-generation model, developed in partnership with ZTE’s Nubia, was quickly "besieged" by major internet platforms—including Meituan, WeChat, and Alibaba—due to its AI agent accessing core app data without authorization, nearly crippling its functionality. Despite this, ByteDance is pushing forward. A second-generation Doubao Phone is slated for release in Q2 2026, with higher expectations. To avoid another blockade, ByteDance is negotiating permissions with various app providers and has already reached agreements with some companies in ride-hailing, food delivery, and ticketing. The core strategy remains a system-level GUI Agent, which enables AI to operate the phone by simulating screen interactions, bypassing the need for API approvals. Additionally, ByteDance is pursuing partnerships with other smartphone makers. For major brands like OPPO and vivo, collaboration is limited to technical integration, such as model interoperability or modular products like "Doubao Input Method." For smaller manufacturers like Transsion, Meizu, and Lenovo, ByteDance is pushing for deeper integration—embedding Doubao AI directly into the OS, with phone makers paying tech licensing and subscription fees. Beyond phones, ByteDance is developing other AI hardware, including smart glasses (with and without displays, set for release in 2026) and AI-enabled earphones with cameras. These devices are designed to work seamlessly with Doubao’s ecosystem, enabling hands-free interaction. The broader vision is to make Doubao’s AI agent a standard interface across hardware, capturing user habits and building ecosystem loyalty. Rivals like Google are pursuing similar strategies with Gemini. ByteDance is also exploring overseas expansion, negotiating with manufacturers like vivo to pre-install Doubao Assistant on international models. With strong resources in models, talent, and data, ByteDance aims to establish Doubao as a central AI hardware platform, despite the challenges.

marsbit01/30 01:41

Doubao Phone Makes a Comeback: From 'Being Surrounded' to 'Counter-Siege'

marsbit01/30 01:41

$357 Billion Evaporated! Microsoft Plummets: Is the Death Knell for the AI Bubble Officially Sounding?

Microsoft's stock plummeted 7% in a single day, erasing $357 billion in market value, despite reporting strong quarterly results with a 23% profit increase and record revenue of $81.3 billion. The decline was driven by concerns over slowing Azure growth (38% vs. previous 39%) and rising capital expenditures. High hardware prices, especially for HBM memory, squeezed cloud margins, dropping profitability to around 67%. Heavy reliance on OpenAI—45% of future cloud contracts—and competition from low-cost open-source AI alternatives added to investor anxiety. While Microsoft benefits from paper gains on its OpenAI stake, markets are questioning the sustainability of its capital-intensive AI model and its ability to monetize next-gen services like Copilot effectively.

比推01/30 00:23

$357 Billion Evaporated! Microsoft Plummets: Is the Death Knell for the AI Bubble Officially Sounding?

比推01/30 00:23

Earning $430K in 30 Days: The ‘Sitting P Junior’s’ Golden Dog Sniping Technique

"Kusuo P Xiaojiang," a prominent meme trader, gained significant attention on X (formerly Twitter) after earning $78,400 in a single day during a live stream on January 13, 2026. Over 30 days, he reportedly accumulated $430,000 in profits through highly systematic meme coin trading, primarily on the BNB chain. Originally learning strategies from foreign Solana traders like @clukzSOL, he adapted and optimized these methods for BNB memecoin markets. His approach combines advanced hardware—such as a Zowie 600Hz monitor and a Razer gaming mouse—with low-latency network setups, allowing him to execute trades within milliseconds. Using the GMGN platform, he monitors social media trends and new token launches, often entering trades within 5 seconds of a token’s launch and exiting within 48–61 seconds. He typically uses small positions (around 5.1 BNB, or $1,500–$2,000) to minimize risk, executing 10–50 trades per day. His strategy focuses on high-frequency, short-term gains rather than long-term holds, though he occasionally takes larger positions when confident in a token. Despite criticism about the speculative nature of meme trading, his disciplined, tech-enabled approach has made him one of the most watched figures in the space.

marsbit01/16 04:06

Earning $430K in 30 Days: The ‘Sitting P Junior’s’ Golden Dog Sniping Technique

marsbit01/16 04:06

Bitcoin Mining Crash: Bitmain Slashes Hardware Costs To Stay Afloat

Bitmain has significantly reduced prices for its Bitcoin ASIC hardware, including models like the S19e XP Hydro, to as low as $3 per TH/s, in response to plummeting mining profitability and high inventory levels. This follows the April 2024 halving, which cut block rewards, and a sharp Bitcoin price drop from its October 2025 peak. Mining revenue per TH/s has hit multi-year lows, forcing operators to reassess expansion and seek cheaper equipment or power. The price cuts are aimed at clearing stock quickly, triggering secondary market declines and bulk sales. While some miners see short-term relief with low power costs, the industry faces potential consolidation unless Bitcoin’s price recovers.

bitcoinist12/27 19:32

Bitcoin Mining Crash: Bitmain Slashes Hardware Costs To Stay Afloat

bitcoinist12/27 19:32

Experts Named the Most Profitable Bitcoin Mining Equipment

Experts from Intelion have identified the Bitmain Antminer S21 XP 270 TH/s as the most profitable Bitcoin mining device for November 2025, with a monthly return of 2.27% (27.21% annualized). This is attributed to a 4.28% drop in mining difficulty, which partially offset a 17% decline in Bitcoin's price, boosting the profitability of high-performance ASICs. The top five devices were dominated by Bitmain's S21 series models, with the S21 Pro 234 TH/s ranking second. The report highlights a shift in the competitive landscape, with Bitmain strengthening its dominance. Bitcoin was trading around $92,000 at the time of writing. The analysis is for informational purposes only, noting cryptocurrency's volatility and high-risk nature.

RBK-crypto12/12 11:48

Experts Named the Most Profitable Bitcoin Mining Equipment

RBK-crypto12/12 11:48

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