全部 AI 动态

Today we are releasing JST-2, the world's first full-stack physics-native world foundation model. Many world models learn in pixel/video space. We went back to first principles and built the entire model stack in 3D. Generate a 3D scene in seconds and expand it in real time. Create characters with motion built in, all through one general architecture.

New on our Science Blog: designing protein binders against scorpion neurotoxins. Scorpions sting about 1.2m people every year, and antivenoms are often costly or in short supply. Claude has made an early step toward finding new treatments. https://www.anthropic.com/research/claude-scorpion-toxin-binder-design

Former $GOOGL employee on why data center capacity and electricity are the real bottlenecks, not GPU production itself, and how unreliable some of the neoclouds are ($AMZN, $GOOGL, $MSFT, $NVDA): 1. According to the expert, open-source models are closing the gap with frontier models faster than expected, with customers increasingly replacing Anthropic and OpenAI models in multi-agent architectures with open-source alternatives starting from Q2 of this year. The shift started with simple tasks like tool calling and MCP, but has moved up the stack to low-level orchestration. 2. The expert identifies capacity as the biggest constraint at the moment, with certain companies' traffic growing 5x while GPU availability, particularly in the U.S. where latency requirements are tightest, simply cannot keep up. Sourcing capacity overseas in Asia or Australia is technically possible but adds latency that most customers will not accept. 3. Hyperscalers offer reliability but are expensive, require multi-year commitments of three or more years, and have limited availability of the latest hardware, with customers already chasing B300s. AI-native companies tend to gravitate toward neoclouds due to hyperscaler pricing and contract rigidity, but neoclouds come with their own reliability issues, with GPUs dropping off unexpectedly and requiring engineering resources to manage fleet stability around the clock. 4. The third tier consists of smaller independent operators who have invested in GPU racks, seeing the opportunity to lease out capacity and recoup costs within a year or two, with the remainder being pure profit. The expert describes these as essentially unusable in practice, with operators who do nothing more than find land, install racks, connect electricity, and set up cooling, with no real cloud management, maintenance, or operational expertise behind them. 5. The expert expects overall GPU availability to increase meaningfully over the next year or two, with $NVDA continuing to ramp production. The real bottleneck is not GPUs themselves but data center capacity and electricity in the U.S. On the supply side, the expert also sees players $SPCX beginning to lease out spare capacity to the market, with more likely to follow. 6. The expert notes that U.S.-based neoclouds typically require 20-30% prepayment upfront, with the remainder paid monthly or quarterly over the contract term, and rebates negotiated at the end for any reliability incidents like traffic loss. APAC-based providers operate differently, with no prepayment required at all. found on @AlphaSenseInc

Some of the most in-demand GPUs on Earth are sitting idle right now, and the teams that paid for them are just eating those costs. Today, we’re launching Flex VMs + Shadeform Spot to fix that👇

A Mac with at least 36GB of RAM can now run Perplexity AI workflows locally. https://www.engadget.com/2291754/perplexity-makes-it-easier-to-run-ai-workflows-entirely-on-your-mac/?utm_term=Autofeed&utm_campaign=Echobox-Engadget&utm_medium=Social-Distribution&utm_source=Twitter#Echobox=1792511300

Update to the Agent Arena Pareto frontier: GPT-6 Luna (Max) has landed on the Agent Arena Pareto frontier with +1.59% net improvement at a median cost of just $0.05 per task! Luna costs 29% less than DeepSeek-V4.1-Flash and 76% less than Hy4 preview, while trailing their net-improvement scores by just 2.27 and 2.51 percentage points respectively. Compared to other GPT models on the Pareto frontier, GPT-6 Luna (Max) costs 94% less than GPT-6 Sol (Max), and 98% less than GPT-6 Astra (Max). Congrats to the @OpenAI team on this cost-efficient release!

隆重推出 FLUX 3 Max，这是 fal Research 与 @bfl_ai 合作推出的最新后训练视频模型。 在独立第三方基准测试中，FLUX 3 Max 在图生视频质量上并列第一，可在约 12 秒内生成一段 10 秒、720/768p 的视频。 在接下来的三周内，FLUX 3 Max 享受 75% 折扣，使其成为同等质量水平下最实惠的前沿视频模型。

Our heterogeneous cloud just got better. We're announcing a cluster scale deployment of @positron_ai as our next partner. We believe demand for fast inference will outstrip supply for the next decade. Our bet on Positron is another step towards getting fast inference for opensource models into builders' hands. Hardware goes live Q1 2027. Thanks to @mitesh711, @trsohmers and the whole Positron team! We're excited for this partnership. LFG!