Guest_hdh

🇺🇸🇮🇷 White House released full text of the MoU The points summarised are as follows: 1. The U.S. and Iran, and their allies in the current war, by signing this MoU, declare the immediate and permanent termination of military operations on all fronts, including in Lebanon, and undertake from now on not to initiate any war or any military operation against each other, and to refrain from the threat or use of force against each other, and ensuring the territorial integrity and sovereignty of Lebanon. 2. The U.S. and Iran will respect each other's sovereignty and territorial integrity and refrain from interfering in each other's internal affairs. 3. The U.S. and Iran commit to achieving a final deal in a maximum of 60 days, extendable with mutual consent. 4. The U.S. will immediately begin the removal of its naval blockade and any disturbances or impediments against Iran, and will fully end the naval blockade within 30 days. During this period, the traffic will be in proportion to the number of pre-war traffic being restored by Iran. The U.S. further undertakes to remove its military forces from the proximity of Iran within 30 days after the final deal. 5. Iran will make arrangements for the safe passage of commercial vessels with no charge for 60 days from the Persian Gulf to the Sea of Oman, and vice versa. The traffic of commercial vessels will immediately start, considering the need for removing the technical and military obstacles and demining, within 30 days. Iran will conduct a dialogue with Oman to define the future administration and maritime services in the Strait of Hormuz in discussion with other Persian Gulf littoral states in line with international law and the sovereign rights of coastal states of the Strait of Hormuz. 6. The U.S. undertakes with its regional partners to develop a definitive, mutually agreed plan with at least USD 300 billion for the reconstruction and economic development of Iran, as part of the final deal after 60 days. All required licenses, waivers, and permissions will be granted. 7. The U.S. will terminate all types of sanctions against the Islamic Republic of Iran, including the UNSC resolutions, IAEA Board of Governors resolutions, and all unilateral US sanctions, primary and secondary, in an agreed-upon schedule as part of the final deal. 8. Iran reaffirms that it shall not procure or develop nuclear weapons. The U.S. and Iran have agreed to resolve the disposition of stockpile enriched materials, pursuant to a mechanism that will be mutually agreed upon in accordance with the schedule mentioned in paragraph seven, with at a minimum a downblending on site under the supervision of the IAEA. The two parties also agreed to discuss the issue of enrichment and other mutually agreed matters related to Iran's nuclear needs. 9. Pending the final deal, the U.S. and Iran agree to maintain the status quo. Iran will maintain the current status quo of its nuclear program, and the U.S. will not impose any new sanctions and will not deploy additional forces in the region. 10. The U.S. undertakes that immediately upon the signing of this MoU, waivers will be issued for the export of Iranian crude oil, petroleum products, and derivatives, and all associated services, including banking transactions, insurances, transportation, etc. 11. The U.S. undertakes to make fully available for use the frozen or restricted funds of the Islamic Republic of Iran upon the implementation of this MoU. The U.S. and Iran will mutually agree on the procedures related to the release of these funds during the negotiations. 12. A monitoring mechanism will be established to supervise the implementation of this MoU and the subsequent deal. 13. After signing this MoU and subject to the beginning of the implementation of paragraphs 1, 4, 5, 10, and 11, and the continuing implementation of these measures, the U.S. and Iran will start negotiations regarding the final deal. 14. The final deal will be endorsed by a UNSC Resolution.

$780,000,000,000 erased from the US stock market in last 40 minutes. Damnn...

I share concerns about China’s access to advanced AI models, but if the admin feels so strongly about this, I have a series of questions it should answer: - Why did it loosen export controls to allow AI chip sales to China, which allow China to build its own Mythos? - Why is it not enforcing existing export controls that would prevent China from smuggling AI chips from Southeast Asia and other countries? - Why is it not enforcing existing export controls that would prohibit Chinese companies from training advanced AI models on remotely accessed AI chips? Or imposing tighter controls on remote access? - Why has it still not closed a loophole it created that allows Chinese front companies outside China from making AI chips at TSMC or Samsung? - Why has it not tightened controls on China’s access to semiconductor manufacturing equipment (which have not been updated in over 18 months - the longest the US has ever gone without updating them)? - Why has it not imposed equivalent controls on all advanced AI models being served to China/Chinese companies? - Why did it restrict access to all countries and foreign nationals accessing Mythos/Fable, not just China? If the admin was serious about addressing the challenges posed by China in AI, it would be using export controls to address all of these questions and build a comprehensive strategy to prevent China from building or obtaining advanced models. But over the last 1.5 years, it has loosened or ignored controls on China, and only opened new loopholes in controls it inherited. If the admin truly has deep concerns about China’s access to advanced models, it has to act accordingly. It isn’t.

$NVDA Networking Senior Vice President refuting recent analyst reports on delays: - “ the most exciting stuff is co-packaged optics.” - There is no delay in H2 CPO product delivery schedule. - CPO switch will enter mass production and begin ramping up customer deliveries as planned in the second half of 2026 This was a media article, original interview source credit should have been credited to Tae Kim / Computex. Something fun to note too was this quote “Gilad was VERY enthusiastic about the CPO ramp from Nvidia.” Both near term and long term. Yeah… I’m extremely bullish on CPO alongside Nvidia.