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Friday

  1. TMTPost · AGI

    NVIDIA uses a 12,000-line Megakernel to optimize Kimi K3 inference, and vLLM says AI code is now faster than human review

    Benjamin Chislett, an engineer at NVIDIA CentML, used a 12,000-line Megakernel written in CuTe DSL to optimize Moonshot AI's Kimi K3 inference. The vLLM blog reports over 840 tokens/s at batch 1 and a 1.5x to 2x increase in decoding throughput across multiple configurations, while SemiAnalysis estimates 423 tok/s/user on GB300 NVL72, a 1.68x improvement. The vLLM blog says agent-optimized inference code is now outpacing human review and maintenance speed, so the team proposed a fast-track model optimization RFC that lets reviewers judge designs from high-level abstractions rather than reviewing code line by line. The article also mentions that NVIDIA is developing optimizations for other models for vLLM, such as DeepSeek V4.1.

    Benjamin Chislett, an engineer at NVIDIA CentML, used a 12,000-line Megakernel written in CuTe DSL to optimize Moonshot AI's Kimi K3 inference. The vLLM blog reports over 840 tokens/s at batch 1 and a 1.5x to 2x increase in decoding throughput across multiple configurations, while SemiAnalysis estimates 423 tok/s/user on GB300 NVL72, a 1.68x improvement. The vLLM blog says agent-optimized inference code is now outpacing human review and maintenance speed, so the team proposed a fast-track model

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Wednesday

  1. Rohan Paul

    Anthropic's revenue in the first half of 2026 is nearly 400 times its full-year 2023 revenue

    Rohan Paul, citing a Bloomberg chart, states that Anthropic's revenue in the first half of 2026 is nearly 400 times its full-year 2023 revenue, and no other company in the chart comes close to this multiple. Nvidia, with the second-fastest growth, remained below 50 times throughout its first three years before going public, while Alphabet, Meta, Microsoft and SpaceX essentially stayed near the 1x baseline. Anthropic's full-year 2025 revenue was about 100 times that of 2023, so its revenue in just six months of 2026 was about 4 times its full-year 2025 revenue.

    Rohan Paul, citing a Bloomberg chart, states that Anthropic's revenue in the first half of 2026 is nearly 400 times its full-year 2023 revenue, and no other company in the chart comes close to this multiple. Nvidia, with the second-fastest growth, remained below 50 times throughout its first three years before going public, while Alphabet, Meta, Microsoft and SpaceX essentially stayed near the 1x baseline. Anthropic's full-year 2025 revenue was about 100 times that of 2023, so its revenue in jus

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Friday

  1. DeepLearning.AI · Letter from Andrew NgSelected

    Andrew Ng on How Engineering Teams Can Transform into AI-Native Teams

    In his letter, Andrew Ng proposes that engineering teams transforming into AI-native teams should start from four aspects: people, projects, platform, and process—encouraging members to improve their AI engineering capabilities and build hands-on themselves, supporting a small number of promising projects from the top down, organizing data, repositories, and internal tools into infrastructure usable by agents, and redesigning processes around the new bottlenecks brought by AI. He believes the cost of building clearly specified software has dropped significantly, while other links have instead become bottlenecks, so teams with sufficient context and full authorization should be formed.

    In his letter, Andrew Ng proposes that engineering teams transforming into AI-native teams should start from four aspects: people, projects, platform, and process—encouraging members to improve their AI engineering capabilities and build hands-on themselves, supporting a small number of promising projects from the top down, organizing data, repositories, and internal tools into infrastructure usable by agents, and redesigning processes around the new bottlenecks brought by AI. He believes the co

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Friday

  1. Huxiu

    Data centers cluster in Ulanqab: Direct supply from the West Inner Mongolia power grid and Inner Mongolia's power surplus

    The delivered electricity price for data centers in Ulanqab is about 0.358 yuan/kWh, 0.442 yuan lower than Beijing. A single AI accelerator card saves about 2,700 yuan per year, and a 10,000-card cluster saves about 27 million yuan per year. The article argues that the low electricity price comes from the West Inner Mongolia power grid, as a provincial-level independent grid, allowing dedicated-line direct supply between data centers and power plants and exempting transmission and distribution tariffs, rather than from wind and solar resources themselves. Combined with Inner Mongolia's surplus capacity of more than 100 GW of wind power and about 130 GW of coal power as of the end of 2025, the region has already built or planned 89 data centers, with confirmed computing capacity of 15 GW. This institutional cost advantage is difficult for other computing hubs to replicate.

    The delivered electricity price for data centers in Ulanqab is about 0.358 yuan/kWh, 0.442 yuan lower than Beijing. A single AI accelerator card saves about 2,700 yuan per year, and a 10,000-card cluster saves about 27 million yuan per year. The article argues that the low electricity price comes from the West Inner Mongolia power grid, as a provincial-level independent grid, allowing dedicated-line direct supply between data centers and power plants and exempting transmission and distribution t

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