Embracing global vibes with Brazilian flair 🌍✨
Brussels
Joined November 2021
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Camila Azevedo retweeted
Let’s go: DeepSeek just open-sourced DeepInfer, the inference engine behind its production services.
Sharing this makes open models efficient at scale is a big deal: model weights alone don’t make AI cheap to run. But *this* helps.
Also notable: it runs on Huawei chips, not just Nvidia.
🚀 Introducing DeepInfer, our in-house inference framework, now fully open source!
Powering DeepSeek-V4.1-Flash at scale with high throughput and low latency. We’re sharing our production stack to help the community lower compute costs, reduce energy use, and make AI more affordable.
🔗 github.com/deepseek-ai/DeepI…
1/4
Camila Azevedo retweeted
ECOWAS and Sahel Alliance Move Toward Cooperation Deal to Protect Trade and Regional Ties ecofinagency.com/news/1910-5…
Camila Azevedo retweeted
Wonderful news for Berbera and Somaliland. The Ambassador is a landmark local hotel brand, with its flagship in Hargeisa owned by a Somalilander. If reports of Emirati investment in the Berbera hotel are accurate, this local–UAE partnership could be an encouraging first step, attracting more investment and supporting Berbera’s growth as a major destination on the East African coast.
من درة الساحل بربرة في صوماليلاند افتتاح فندق "أمباسادور" باستثمار إماراتي 🏨🇦🇪
بصمات إخواننا الاماراتيين هنا تولع الحماس، وبربرة بخطى ثابتة وسريعة بتصير دبي شرق إفريقيا بدون منازع
#بربرة #الإمارات #صوماليلاند
Camila Azevedo retweeted
Now confirmed: the Ambassador Hotel in Berbera is a local–Emirati investment. Congratulations and sincere thanks to Khadar, the hotel’s owner, and to the UAE investors for bringing this project to life. This partnership is a strong example of what local and international investment can achieve, and it can encourage more investors to explore Somaliland’s opportunities.
Camila Azevedo retweeted
One thing I also enjoy following is edge AI chips, which are used for edge devices.
Axera this week came out w/ AX8860 chip w/ 256 TOPS & 128GB LPDDR5X + 273 GB/s memory bandwidth. Uses 6nm process.
This type of chip can run Qwen 27B model + visual model on the same box. A few of them together can run larger models even.
Camila Azevedo retweeted
NOT saying NVIDIA is buying less HBM
NVIDIA just becomes a smaller share of a much larger HBM market
That's how percentage works
In 2026, NVIDIA owns a huge slice of a smaller pizza.
In 2027, NVIDIA owns a smaller slice, but the pizza becomes almost twice as big.
But for $GOOGL and $AMD
Google's HBM demand goes from 5.85bn Gb → 19.24bn Gb, while AMD goes from 2.17bn Gb → 7.52bn Gb.
NVIDIA: 2026E = 18.75 bn Gb → 2027E = 25.08 bn Gb
That's demand, real demand, not something bears can understand!!! $MU $NVDA
Source: UBS Memory Semis Monthly
October '26 Edition: Is the Wall of Worry justified?
Camila Azevedo retweeted
Africa’s critical mineral wealth presents an opportunity to strengthen industrial development, create jobs and advance energy security.
In Bangkok, #Thailand, H.E. @MeneWamkele, Secretary-General of the @AfCFTA , participated in a fireside chat at Devex Impact House on strengthening @ASEAN - Africa partnerships in critical minerals and energy security.
The discussion explored how stronger South–South cooperation, investment, local processing and regional value chains can help African economies retain greater value from their mineral resources, with the #AfCFTA providing a framework to support regional industrial integration.
#AfCFTA #CreatingOneAfricanMarket #CriticalMinerals #EnergySecurity
Camila Azevedo retweeted
The XPeng MONA L05 features the 2nd-gen VLA.
Max trim: 1 Turing AI chip, 750 TOPS effective compute, supports 2nd-gen VLA Lite.
Ultra SE trim: 2 Turing AI chips, 1500 TOPS effective compute, supports the full version of 2nd-gen VLA.
#XPeng #MONAL05
The XPeng MONA L05 offers 87% cabin space utilization — roomy seating, easy loading.
Seating: 1030 mm front headroom, 555 mm seat cushion length; 1010 mm rear headroom, 1063 mm effective legroom.
Cargo: 102L flat frunk with built-in bottom drain holes; 702L rear trunk, expands to 1913L with the rear seats folded.
#XPeng #MONAL05
Camila Azevedo retweeted
CXMT went from ~4% to ~10% of global DRAM revenue in one year. (Counterpoint, Q2 2026) A Chinese memory vendor doubled its share under an export-control regime built to kill it. Today the market decided to be scared of that.
Camila Azevedo retweeted
QatarEnergy is in advanced discussions with export projects in Louisiana and Texas to purchase millions of tons of LNG for years in order to expand its portfolio of supply, according to the people familiar with the matter
(QET already sources gas from the US Golden Pass plant)
Camila Azevedo retweeted
AI promises to transform the economy and accelerate growth. But large-scale automation can sap consumption and hence the profits that reward innovation. Can such a demand bottleneck constrain AI-led growth? New paper: bit.ly/3UlvAgQ
Camila Azevedo retweeted
Microsoft wants to be the Costco of AI.
@aaronpholmes explains Charles Lamanna’s vision for Copilot:
“He wants Microsoft to be the Costco of AI, meaning everyone from a broke college student to a millionaire would use Copilot because it's the best value that they can get out of AI without spending too much on tokens.”
Full story: thein.fo/4yKW4ax
Camila Azevedo retweeted
Central African Republic Revives Talks on Third Internet Route via DRC ecofinagency.com/news-digita…
Camila Azevedo retweeted
BCG’s 2026 Applied AI Index has found that 42% of companies expect their agents to act autonomously by 2030. However, just 5% of companies have the relevant agent controls in place.
Recent events have shown that scaling agentic AI workflows bears a risk.
Discover more about the six essential controls that are needed. on.bcg.com/4jvKtHA
Camila Azevedo retweeted
Africa Now Has Its Own Credit Rating Agency, but Winning Market Trust Is the Real Test ecofinagency.com/news/0910-5…
Camila Azevedo retweeted
She once made history in the skies then took on a different mission: bringing peace to her country.
Asli Hassan Abade became the first woman to fly solo in Somalia’s Air Force in 1976. Years later, as civil war tore Somalia apart, she traded the cockpit for a campaign for peace، earning the nickname “Calansida,” meaning “The Flag-bearer.”
🎥 Watch the full story of the Somali woman who made history twice.
Camila Azevedo retweeted
Recent work from SemiAnalysis estimates Anthropic could have 88% margins after compute costs for their inference business. That INCLUDES the "heavily subsidized" subscription business, which is still served at a 50% compute margin.
But what about training costs? Even if you assume 70% of compute is going towards R&D, you still blend to a 60% company level margin.
Add in your assumptions for data & talent costs and you can start to see how the market could be very wrong about frontier lab profitability and the sustainability of the AI buildout.
“If our research is correct, it will be a great example of the value that will be created by AI, not just for Anthropic, but the whole ecosystem.” @downingARK on what he believes an Anthropic Initial Public Offering (IPO) would reveal about the entire AI supply chain.