event-trade登录编辑
🐦 推特SemiAnalysisV1 · 实盘不做把握 8/10
北京时间·🕒 发布 06-14 01:00:27时区推断·⟳ 抓取 06-14 01:02:27·⚡ 决策 06-21 21:41:01 +7d20h·127.8 天前

MiniMax发布M3模型并在NVIDIA B300 Blackwell Ultra上实现Day 0推理优化

📄 原文SemiAnalysis↗ 原文
DAY 0 ALERT: @MiniMax_AI M3 is now available on HuggingFace & has been added to InferenceX. The M3 architecture has ~42…
不做 NVDA.US
单一模型在最新硬件上的常规生态适配,属NVIDIA护城河内的预期中进展,对万亿市值巨头无超预期订单或财务增量,不构成交易级催化剂。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

这条决策没有研究档案。

原文全文

展开原文 · 542 字
DAY 0 ALERT: @MiniMax_AI M3 is now available on HuggingFace & has been added to InferenceX. The M3 architecture has ~428B parameters and ~23B activated parameters. Due to the 10x engineers from @inferact, M3 is already delivering pretty well-optimized performance on @NVIDIAAI B300 Blackwell Ultra on Day 0 @vllm_project! Furthermore, Inferact released their EAGLE3 heads, which enable even greater performance.

Looking forward to Day 1, 2, and 3 performance & the team is grinding on benchmarking Day 0 MI355X performance on InferenceX too.

决策记录链 · 只追加

每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。

这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。