Keys Room
SCIENCE: A NEW GOLDEN AGE
Turning science fiction into reality
In one field after another, his genius and determination have made science fiction into reality.
(8×B200)
(planner + simulator)
G Club (Glacier Club) Professional · Low-key · Lively · Disciplined
Glacier KP · G CLUB
AI Foundation Models GroupGlacier Double12 Hard-Tech Innovation Festival
Select rigorously for certainty. Embrace the new paradigm.
Welcoming the great age of AI/SI and interstellar space
Glacier is a fact, not just a company. The joy of innovation comes from sharing it together.
庚辛，是事实，不只是公司。科创的快乐，来自大家一起分享交流。
The world has many trade shows, but only one CES. There will be many innovation festivals on 12.12, and Glacier’s aims to be a CES for hard tech: an expo built for real results.
世界上有很多展会，但只有一个 CES。12.12 会有很多科创节，庚辛的科创节想做成科创版的 CES：一场讲实效的展会。
- Rise with the nation's momentum. Share the nation's dream.
- Squeeze out the bubble. Select for certainty. Embrace the new paradigm.
- Every task on a list. Every loop closed. A named lead for every team. Performance judged on the front line.
- Right heart, right mind. Blessings follow.
- Care, patience, love, unity, tolerance.
- Eat what you hunt.
- The long war cannot be rushed. The decisive war cannot be delayed.
- Stay grounded. Stay human. Stay humble.
- Take charge of your own fate. Push the limits of growth.
- The world is the totality of facts, not of things. — Wittgenstein
- We supply the ammunition. Investors pull the trigger themselves.
- Lead by example. Create for others.
- Train the sword with full focus. Nothing beats speed.
October 2026 · Industry research & observations
It is short of projects that make people believe in fairy tales again.
In the second half of the year, only two ends of the market remain:the earliest round, and the most certain round.
AI Foundation Models Group · 2 projects: AI game generation and distribution, foundation-model fusion.
RESEARCH
2026.10
Glacier Double12 Hard-Tech Innovation Festival
Quality Engineering
1212 sets no transaction-value target. Glacier strictly limits the number of new projects it takes on, to protect service quality. Transaction value and project count are two different constraints. We assess our work by post-investment satisfaction, founder satisfaction, project returns and the extent of our own capital commitment. Quality is the standard by which we judge and position ourselves, and whether we exceed expectations matters. Everyone owns quality engineering.
KEYS is the capital-market parallel computing platform and programming model from the Pyramid Institute. Defined by the whole Glacier team and continually upgraded, it organises price bands, transaction structures, timing and the Golden Window into relationships that can be executed and tested. We hope it will become the CUDA of capital markets.
Nurturing all things, bringing goodwill across the seas.
AI / FOUNDATION MODELS
AI Foundation Models Group
Closing 12.12 · Into Christmas
From end-to-end game generation to foundation-model fusion.
Our view of this groupThe heat around AI will not fade soon, but more and more projects are just wearing the label. Revenue decides a model's value; gross margin decides how good the technology is. Interactive, consistent 3D worlds and games are a direction that is harder to fake with a thin wrapper.
How we choosePositioned as the entry point and the platform; commercialisation already under way; a path that is hard to copy, or a different paradigm altogether.
The Roblox + AppLovin of the AI eraAI game generation and distribution platform
AI gaming · Generation × Distribution Select for certainty · Embrace the new paradigm“What matters is becoming the platform, becoming the entry point.”
AI GAMING · GENERATION × DISTRIBUTION
Redefining the games industry with AI: a model for end-to-end game generation (planner + simulator).
The founder has built a mass-market consumer product from zero to one, with full growth experience across large-scale consumer products and content platforms.
| Commercialisation begins | 2026 |
- Moat: in-house structured data on rules, physics and interaction, combined with understanding and generation capabilities.
- Platform: from game generation to content distribution and monetisation, connecting creators with players.
Advanced packaging for foundation modelsFoundation-model fusion · routing and aggregation
Foundation models · INFINITE MODELS Select for certainty · Embrace the new paradigm“It stands above every single model. Whatever new model appears, it stays on top.” This is advanced packaging for the foundation-model world.
OVER THE TOP
Technology is the entry point. It was when DeepSeek took off, and it still is now that Kimi has.
Intelligence will keep getting bigger. Smaller is not better; it grows bigger by changing lanes.
Routing does globally optimal scheduling; aggregation makes capabilities complement one another. From Infinite Parameters to Infinite Models, making every DeepSeek in the world friendlier, cheaper and more efficient.
- Founder: holds two doctorates from top overseas universities, currently a faculty member running a university lab.
- Training system: stable post-training of a 1.6T model on a single 8×B200 node, with end-to-end RL validated on Kimi-K2.6 and DeepSeek V4; the low-level kernels are written in-house.
GLACIER · FISCAL YEAR III
Glacier Fiscal Year III calendar, 2026 (7 Oct 2026 – 30 Jan 2027)
Four months: October, November and December 2026, and January 2027. The season starts on 7 October, closes on 12 December (the Glacier Double12 Hard-Tech Innovation Festival, or Glacier 1212 Festival for short) and ends on 30 January.
Key dates
- 10.1–10.7National Day holiday(Thursday 1 Oct to Wednesday 7 Oct, 7 days)
- 10.7Start of Glacier Fiscal Year IIIThe last day of the National Day holiday.
- Today
- 10.10Make-up workday(Saturday)
- 12.121212 Closing Day · Glacier 1212 Festival · 12:12No transaction-value target.
- 12.25Christmas
- 2027.1.1New Year's Day(Friday)
- 2027.1.30End of Glacier Fiscal Year III
Holiday source: General Office of the State Council, Notice on the 2026 Public Holiday Arrangements (4 November 2025, full text at Xinhua) ↗.
