phi 2.0

Elon Musk reveals the brutal math behind why a single hour of his time is worth $100 million "Tesla this year will do over $100 billion in revenue, so that's $2 billion a week. If I make slightly better decisions I can affect the outcome by a billion dollars. The marginal value of a better decision can easily be in the course of an hour $100 million" "You have to look at it on a percentage basis. If you look at it in absolute terms, I would never get any sleep. I'd just keep working and work my brain hotter, trying to get as much as possible out of this meat computer"

Cerebras jumped +68% in Nasdaq debut, pushing the AI chipmaker’s market cap to $95 billion The chipmaker sold 30 million shares in its IPO, raising $5.55 billion making it one of the largest U.S. tech IPOs in years

this photo of some instathot more accurately depicts what both “Helen” and “Troy” actually looked like than whatever the latest NolanSlop might have us believe

BLACK MALES...⬇️ 6.5% of the U.S. Population 94% can't read proficiently at 18 63% don't work full time 72% illegitimacy rate 33% are convicted felons 50% of the male Prison Population Commit 60% of Murders Is it a culture issue? Is it an iq issue? Or is it the "white man?"

Photonics Is Where AI Infrastructure Meets Physical Limits Copper interconnects are reaching practical limits inside high-performance data centers, which is why optical connectivity is moving closer to the core of the AI stack. Photonics enables faster data transfer, lower power consumption, and longer-distance connectivity across GPUs, switches, racks, and data centers. $NVDA — Nvidia $NVDA sets the optical roadmap for AI factories. 200G-per-lane InfiniBand CPO switches are expected from 2026, while Spectrum-X Ethernet Photonics pushes optics closer to switching silicon. $AVGO — Broadcom $AVGO is the Ethernet silicon architect. Tomahawk 6 delivers 102.4 Tbps switching, while Taurus brings 400G/lane optical DSP for 1.6T links and a path toward 3.2T networks. $CSCO — Cisco $CSCO owns a full networking-plus-optics stack through Silicon One and Acacia. Recent AI infrastructure demand was roughly 60% systems and 40% optics, with 1.6T OSFP and 800G LPO now launched. $COHR — Coherent $COHR supplies lasers, 800G/1.6T transceivers, coherent modules, and OCS. Six-inch InP lines in Texas and Sweden can produce 4x more chips than older 3-inch wafers at lower cost. $LITE — Lumentum $LITE is a laser capacity gatekeeper. EML shipments hit records, OCS backlog moved above $400M, and ultra-high-power lasers are being built for CPO and optical scale-up systems. $AAOI — Applied Optoelectronics $AAOI is a vertically integrated optical module supplier. It exited 2025 near 90K monthly 800G capacity and targets 500K+ monthly 800G/1.6T units by end-2026. $CRDO — Credo $CRDO bridges copper and optics. ZeroFlap optics are already shipping to TensorWave, while Active LED Cables use MicroLEDs to extend reach up to 30 meters with lower power. $ALAB — Astera Labs $ALAB is moving from PCIe/CXL retimers into optical engines. XScale Photonics adds chip-to-chip optical IP, while Amazon’s warrant agreement includes optical engine solutions. $MRVL — Marvell $MRVL is the optical DSP engine. 1.6T entered production, 400G-per-lane tech has been demonstrated, and Celestial AI adds Photonic Fabric for future scale-up CPO networks. $MTSI — MACOM $MTSI sells the analog front-end inside optical links: TIAs, drivers, photodetectors, equalizers, and CW lasers. 200G photodetectors support 800G and 1.6T module ramps. $TSM — TSMC $TSM is the advanced manufacturing layer behind AI photonics. CoWoS, SOIC, and future CoPoS enable larger accelerators, HBM systems, and denser chip-to-optical packaging. $GFS — GlobalFoundries $GFS is a silicon photonics foundry. SiPh revenue passed $200M in 2025, Advanced Micro Foundry adds capacity, and a CLO platform win targets CPO for AI scale-up networks. $FN — Fabrinet $FN is the outsourced optical assembly floor. It builds DCI modules, datacom transceivers, CPO pilots, and OCS products while staying neutral with no competing in-house modules. $TSEM — Tower Semiconductor $TSEM is a SiPho and SiGe foundry play. Q4 SiPho reached a $380M annualized run rate, and management says Tower is the majority supplier of 1.6T silicon PICs. $POET — POET Technologies $POET integrates electronics and photonics on one interposer. POET Infinity secured a $5M+ production order, with management targeting 30K+ optical engines shipped in 2026. $AEHR — Aehr Test Systems $AEHR tests the reliability layer. FOX-XP systems burn in silicon photonics wafers before packaging, and effective backlog reached a record $50.9M after new photonics orders. $AXTI — AXT $AXTI supplies InP substrates for EML lasers and silicon-photonics transceivers. InP backlog is above $60M, capacity rose 25%, and management plans to double capacity by end-2026. $SOI.PA — Soitec $SOI.PA supplies Photonics-SOI wafers for silicon photonics. More than five customers are engaged, while Smart Cut supports 200mm/300mm wafers and LNOI beyond 1.6T. $IQE.L — IQE $IQE grows epitaxial layers for data-center lasers. Tier 1 AI data-center design wins and a first six-inch foundry platform position it upstream in InP, VCSEL, and silicon photonics. $GLW — Corning $GLW supplies the fiber, cable, and dense connectivity layer. A multi-year Meta deal worth up to $6B anchors AI data-center fiber demand and U.S.-origin optical capacity.

Beijing's streets, adorned with roses and flowers and impeccably clean, may shock Donald Trump with their beauty, organization, and the true level of spending on infrastructure development and improving the quality of life within cities.

Idk why people get so blackpilled on dating Yeah 88% of foids have 30 bodies by 19 years old But its also never been easier to find so many teenage virgins on here Your wife is not in hinge She's on eating disorder twitter and shes liking my racist tweets Its never been easier to fly in teenage virgins from anywhere in the world -Dr. REMILIO

The type of video my French Au Pair sends me while I’m having dinner with my stupid fucking wife

Marlboro promo models at a Formula 1 events in the late 1990s. They were a prominent part of F1's visual identity from the 1970s representing the peak of tobacco sponsorship in the sport

If this graphic does not help convince you we need to pause H-1B, I am not sure what will. 6.9M petitions over 10 years is NOT a program that ONLY fills EXTRAORDINARY gaps. DO A PAUSE AND FULL AUDIT OF H-1B AND EVERY VISA PROGRAM. PROVIDE FULL TRANSPARENCY INTO EACH!

I see where cuts can be made.

Nvidia has invested more than $15 billion in these 7 stocks so far in 2026: 1. Corning (GLW): $3.2 billion 2. IREN Limited (IREN): $2.1 billion 3. CoreWeave (CRWV): $2 billion 4. Nebius Group (NBIS): $2 billion 5. Marvell Technology (MRVL): $2 billion 6. Lumentum Holdings (LITE): $2 billion 7. Coherent (COHR): $2 billion

çok sayıda amerikalı,Newyork'taki altında tüneller ve çocuk kalıntıları bulunan sinegog'a baskın yaptı ve şiddetli saldırılar gerçekleşti. bazı amerikan vatandaşları 2024'teki sinegog skandalını unutmamış...

To be clear, if our Supreme Court preserves universal birthright citizenship, countless Eileens would be flown to be born in America, then trained by the CCP to infiltrate the U.S., and our laws would provide them the benefits and protections of U.S. citizenship.

I don't understand how we're not having a global revolution right now. There are 3 million files of documented evidence about powerful men who Raped Cannibalized Trafficked Filmed Terrorized Tortured Murdered 13, 14, 15 year children! And Zero arrests.

It will soon be common knowledge that China has been pushing harmful policies from inside of our own country… DEI, absurd climate regulations, wealth taxes, soft-on-crime reforms, illegal immigration and even the anti-standardized test movement.

The top 10 worst races 1. jews 2. nigs 3. arabs 4. indians 5. cambodians 6. algerians 7. afghanis 8. pakistanis 9. somalis 10. What did I miss?

I don't know who needs to hear this, but can we start a Class Action Lawsuit against the U.S Governent? U.S Citizens vs United States. Gross negligence in handling taxpayer funds would be a good start. Who's with me?