European industry and AI news. Projects: - Skyforge rust agent harness: https://xitter.cf/t.co/Lg4c9zemG9 - Fishing in the UK: https://xitter.cf/t.co/3SY525j9aV
Amsterdam
Joined December 2025
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Dave retweeted
Back to the Qwen3.8-27B - 18 models tested
I ran 18 different quantisations and inferences combinations on my Studio M5 Ultra, you should find this interesting... (more in the thread).
Dave retweeted
Aloha!🌺 Meet Ornith-1.5-122B: No Tradeoff Between Strong and Fast
Stronger. Faster. Leaner. Ornith-1.5-122B delivers frontier-level capabilities with exceptional inference efficiency. With superior instruction following, stronger task decomposition, and deeper understanding of real-world workflows, it achieves state-of-the-art performance among open-source models of comparable size, while running on a single NVIDIA DGX card!!
Open weights under the MIT license.
Coding
✅SWE-bench Verified: 0.845
✅TB2.1: 0.813
✅CyberGym: 0.800
✅NL2Repo: 0.512
Agentic
✅HLE: 0.446
✅BrowseComp: 0.785
✅MCP-Atlas: 0.746
✅Toolathlon: 0.708
🤗Hugging Face: huggingface.co/ornith-ai/Orn…
We can’t wait to see what you build with Ornith-1.5-122B.
What if an AI data centre arrived as a prefabricated module?
NVIDIA's new DSX POD integrates Vera Rubin computing, power and liquid cooling before delivery.
It claims deployment at a prepared site could take just 14 days.
First deliveries planned for 2027.
Italy is planning a 5,000 m² training facility for humanoid robots.
Generative Bionics wants robots to learn from real industrial tasks, then expand that experience through thousands of digital-twin simulations.
Target opening: late 2027.
Audi's logistics operations involve roughly 1 million parts picks every day.
Now it's testing mobile humanoid robots that arrange components in the exact sequence needed for vehicle assembly.
The experiment is underway at its Ingolstadt production lab.
Dave retweeted
🚨 A MASSIVE internet security emergency is unfolding right now. 🚨
Two CRITICAL vulnerabilities have been discovered in PHP, potentially putting millions of websites at risk.
→ NEARLY 70% of websites with a known server-side language run PHP. The potential scale is ENORMOUS.
→ TWO CRITICAL security flaws have been confirmed, each scoring 9.2/10 in severity.
→ Attackers could potentially take control of vulnerable servers remotely, without authentication.
→ Reports suggest PHP versions dating back to 2004 could be affected. The exact scope is still unconfirmed.
→ EMERGENCY PATCHES are scheduled for TOMORROW at 10 AM ET. Website owners are being urged to prepare immediately.
→ Europe's CERT-EU is warning organizations to patch ASAP or consider TAKING EXPOSED APPLICATIONS OFFLINE if they cannot be secured.
→ WordPress, Magento, Laravel and potentially millions of other PHP-powered websites could be at risk.
→ Once patches go public, hackers could reverse-engineer them and race to attack servers that haven't updated.
The vulnerabilities are CONFIRMED. The full technical details remain secret.
Tomorrow, the race between hackers and defenders begins.
This could get ugly. FAST.
Dave retweeted
🚨 BREAKING: Node.js just dropped its OWN security bombshell.
4 HIGH-SEVERITY vulnerabilities patched TODAY, including one that could let hackers remotely execute malicious code on vulnerable servers.
→ 10 SECURITY FLAWS were addressed in today's Node.js release, FOUR rated HIGH severity.
→ REMOTE CODE EXECUTION: CVE-2026-111497 is a serious flaw in Node.js's Brotli decoder that could allow attackers to execute malicious code remotely.
→ TLS SECURITY BYPASS: Two separate vulnerabilities could trick affected applications into accepting certificates for the WRONG server under certain conditions.
→ Think about that. Your application could establish an encrypted connection while failing to properly verify WHO it's talking to.
→ THREE MAJOR NODE.JS VERSIONS AFFECTED: Node.js 22, 24 and 26 all required emergency security updates.
→ RUNNING NODE.JS 18 OR 20? Those versions are END-OF-LIFE and aren't receiving these official security patches.
→ PATCH IMMEDIATELY: Update to Node.js 22.23.4, 24.22.1 or 26.12.1, depending on your release line. If you're using Docker, rebuild and redeploy your containers.
PHP AND Node.js both facing major security disclosures on the SAME DAY.
If you run a website or application, TODAY is the day to check your servers.
And remember: the public release of security patches can give attackers a roadmap to systems that haven't updated.
Don't be the last one to patch.
🚨 A MASSIVE internet security emergency is unfolding right now. 🚨
Two CRITICAL vulnerabilities have been discovered in PHP, potentially putting millions of websites at risk.
→ NEARLY 70% of websites with a known server-side language run PHP. The potential scale is ENORMOUS.
→ TWO CRITICAL security flaws have been confirmed, each scoring 9.2/10 in severity.
→ Attackers could potentially take control of vulnerable servers remotely, without authentication.
→ Reports suggest PHP versions dating back to 2004 could be affected. The exact scope is still unconfirmed.
→ EMERGENCY PATCHES are scheduled for TOMORROW at 10 AM ET. Website owners are being urged to prepare immediately.
→ Europe's CERT-EU is warning organizations to patch ASAP or consider TAKING EXPOSED APPLICATIONS OFFLINE if they cannot be secured.
→ WordPress, Magento, Laravel and potentially millions of other PHP-powered websites could be at risk.
→ Once patches go public, hackers could reverse-engineer them and race to attack servers that haven't updated.
The vulnerabilities are CONFIRMED. The full technical details remain secret.
Tomorrow, the race between hackers and defenders begins.
This could get ugly. FAST.
Dave retweeted
“Only when the last opportunity has been fully regulated, the last talent fully lost, and the last technology innovation missed, will we realize we cannot eat legal papers.”
More regulation to enable please. Less to limit.
BREAKING NIUS: Für mich ist es einer der unglaublichste Auftritte von Bundeskanzler Friedrich Merz in dessen Amtszeit. Seit 17 Monaten erzählt Merz, er wolle Deutschland deregulieren, unnötige und schädliche Bürokratie beseitigen. Dann hat dieser Bundeskanzler die Möglichkeit, auf der Weltbühne, vor milliardenschweren Investoren dem Nvidia-Chef Jensen Huang eine Frage zu stellen. Und was fragt der Bundeskanzler? Er will wissen, wie man Künstliche Intelligenz am besten REGULIEREN kann. Als Huang antwortet, nunja, erstmal müsse die KI-Industrie in Deutschland aufblühen, bevor man sie regulieren könne, legt Merz nach. Er erklärt Huang, aus seiner Sicht sei entweder eine europäische oder gar eine globale Regulierung notwendig, um die "Schädlichkeit" von KI zu begrenzen.
Dave retweeted
看了一下DeepInfer的数。我觉得吧，前几天大家转载的那个SiliconData Index的价格，未来一年估计还得不回头地跌个95%+，具体什么时候影响到GPU Rental rate蛮难预测的。
这个价格体系下，梁圣买张卡估计100天就回本了。一旦有朝一日token价格真的暴跌到影响rental rate，所有股价肯定已经跌了一大轮。
给大家几个数，所有的数都是$ / 1 mm token，基本上1mm token 95% cached = 100-150页的薄书.
- Dylan一直在说Jane Street的变现价是$100-200 USD / 1 mm token
- Opus 5.5 / GPT Astra 的价格在deepinfer的体系下大概是1-2 USD / 1 mm token，比标价便宜个80-95%
- 变态的来了，Deepseek 4.1 Flash off-peak的价格在这是1.5美分，又比SOTA便宜个90%。
- 按照一般的大B300 Cluster，根据deepinfer的计算，一个GPU大概能每小时产出2.7 Bn token, 成本换算过来大概是0.25美分 / 1 mm token，这已经比我想象中便宜很多很多了。之前算过我记得是15美分 / 1 mm token，不过没有计算cache。这个level的成本大概率是大机房+高使用率+超高存储时间，一般机房估计都做不到这个theoratical.
- 这也就是大家看到的80-85%毛利 (1.5 / 0.25)。DeepSeek要是以比这个利润率稍好的功率赚钱的话，一个B300大概2-3个月回本，而不是8个月。真是无与伦比的暴利，比贩毒爽多了，自然是砸锅卖铁也要走私B300。
- 如果B300按照break even算的话，那么成本大概是0.13美分 / 1 mm token. 然后原材料其实是B300 ～600k价格的6%不到（按照产业链毛利计算）。
- 所以最后算下来马斯克如果去完全积压的话，每1mm token的最终生产成本可能是0.01美分, or 0.0001 USD。这基本上跟免费差不了太多了。
这种屠夫版的价格我不知道你怎么看，但是when you see the headline API price of Opus @ 8/40 USD input/output，我只能感觉说只要OSS + Post-train和中国模型蒸馏大法能够持续跟随 + 没有新的breakthrough，token 价格未来一段时间应该是以断崖式的下跌。至于什么时候触碰到rental rate, maybe someone smart can tell me.
Dave retweeted
Nvidia has now invested $10bn in European startups.
Here is every company they have invested in in past week:
UK 🇬🇧
@boltz_bio
@RiverLane_io
@PrimaMente
@hivergeai
Foresight
Germany 🇩🇪
@MireloAI
@AgileRobots
@aveliosmed
@reflexaerospace
France 🇫🇷🇫
@doctolib
@gopigment
@gs_ai_
@entalpic_ai
BREAKING: Nvidia has now announced 4 investments into German startups 🇩🇪:
@MireloAI - develops AI models that generate sound effects, speech and music for video, helping creators and production teams produce high-quality audio that perfectly matches their visuals on screen.
@AgileRobots - which builds AI-powered robots, from robotic arms to its Agile ONE humanoid, for manufacturing, logistics and healthcare.
@aveliosmed - develops an AI-native hospital information system that serves as the core system of record for clinical and administrative workflows, integrating AI directly into hospital operations to free up doctors and nurses to deliver better patient care.
@reflexaerospace - designs and builds high-performance satellites ready for launch in about 12 months instead of years.
The company has already invested in n8n, Neura Robotics and Black Forest Labs.
