Sean Kelly

@Ric_RTP #POET Optical Interposer Engines. Inside the stack, not on the beach.

Nvidia just spent $4 billion on a technology 99% of people have never heard of. But in 3 years, every AI data center on Earth will need it. And Nvidia just LOCKED UP the supply. Here's what happened: Nvidia invested $2 billion in Coherent and $2 billion in Lumentum. You probably never heard of these companies. They make photonics technology. Systems that transmit data using LIGHT instead of electricity. Sounds like sci-fi. But this is the most important infrastructure bet in AI right now. Here's the problem Nvidia just solved for itself: AI data centers are hitting a wall that has nothing to do with chips, energy, or money... Copper wiring is dying. Every data center on Earth moves data between GPUs using copper cables. But at the speeds AI now demands, copper physically cannot keep up. Signal degrades. Heat explodes. Power consumption skyrockets. Right now, 30% of the electricity in an AI data center is wasted just MOVING data from point A to point B. An MIT researcher said: "Copper's not going to cut it. It gets too hot. Too much power consumption and loss." Jensen Huang admitted it himself too: "We use copper as far as we can, about a meter or two. But where data centers are the size of a stadium, we need something else." That something else is photonics. Replacing copper with laser-powered fiber optics built directly into the chip. The numbers are insane: - 3.5x more power efficient - 10x better network reliability - Data moving at 102 terabits per second Wells Fargo estimates the photonics market will hit $10-12 billion by 2030. And Nvidia just bought privileged access to the two companies that make the advanced lasers every single one of these systems will need. This is the Nvidia playbook on repeat. They did this with CoreWeave. Invested $2 billion, locked up GPU capacity, created a dependent customer. They did this with memory suppliers. Secured HBM allocations years in advance while competitors scrambled. Now they're doing it with photonics. Invest early. Lock up supply. Make the entire ecosystem dependent on companies that are dependent on Nvidia. By the time competitors realize photonics is the bottleneck, Nvidia already OWNS the supply chain. Every data center, AI factory, and GPU cluster will need this technology to function at scale. Nvidia will become even more important.

@maxhodak_ Max what is your favorite ticker symbol to capitalize on this moment?

still not priced in just how many robots we are soon going to see popping up everywhere

Auction Time for Kids with Cancer #TeamParkerforLife

Navy Seal lands on flight deck of aircraft carrier at Sean Kelly’s auction for Workshop for Warriors.

@ToddGloria @workforwarriors Hey Mayor Gloria I’m the auctioneer at their Gala tonight on USS Midway. Please come up and say hi before the auction. Thank you, Sean Kelly TheCharityAuctioneer.com And Disabled Combat Veteran.

We broke ground on @workforwarriors new training center in Barrio Logan. This nonprofit helps veterans transitioning from active duty to get good paying manufacturing jobs. Our proud military town will always step up to help those who have served.

@SeanKellyComedy Almost Auction time! Raising money for children with Cerebral Palsy #WalkwithCoraFoundation

Almost Auction time! Raising money for children with Cerebral Palsy #WalkwithCoraFoundation

Over $2.7 million at my charity auctions since March.

Auction Time In San Francisco!! Don’t forget to join me Monday @ 5pm pst Facebook.com/groups/dothebi… got a big announcement

Got A Big Dream You Want to Accomplish?? Join me and 204 of our members live today @ 5pm in our private group: facebook.com/groups/dothebi… it’s free to join!

Come join a 170 members and me if you have a BIG Dream and want help going after it, you will love my Facebook.com/groups/dothebi… Grand Opening Feb 26th @ 5pm pst join now!

2024 is here! Make this your year! Got a BIG Dream? A Crazy Goal? Don’t know where or how to start? Watch this video!! #Goals #Goals2024 #DREAMS facebook.com/groups/dothebi…

Got A BIG Dream? Don’t know HOW to start? Then join me facebook.com/groups/dothebi…

@SusanPimlott @CelebVM Susan thank you for being a fan!! It was lovely people like yourself that made it so much fun to make. Best wishes, Sean

@CelebVM @StorageHunterss Can we have another series of uk storage hunters please, I can guarantee I'm am the shows biggest fan. It'd be great if yo woukd reply to me please 🙂

Get an incredible personal video message from Sean Kelly at celebvm.com/seankelly @StorageHunterss #comedy #auctioneer #StorageHunters

@SkyNews @BethRigby youtu.be/-RvNS7JfcMM

Prime Minister Boris Johnson says "nobody told me" the Number 10 garden party during lockdown was "against the rules". Sky's @BethRigby has the latest 👇 trib.al/XsBwcvk📺 Sky 501, Virgin 602, Freeview 233 and YouTube

@AJ_FI What is the black spot?

So yeah, it's not an obelisk or aliens, but certainly something to check out, and hard to discern much from the image. But large boulders (right) are sometimes excavated by impacts, as seen by the Chang'e-3 mission, which launched 8 years ago on Dec 1. [CNSA/CLEP]

Ah. We have an update from Yutu-2 on the lunar far side, including an image of a cubic shape on the northern horizon ~80m away from the rover in Von Kármán crater. Referred to as "神秘小屋" ("mystery house"), the next 2-3 lunar days will be spent getting closer to check it out.

@paintoolkit2 Pete nice of you to say that. I always loved meeting fans like yourself. It was such a pleasure.

Look who I met 4yrs ago in London Liverpool Station. Sean Kelly (auctioneer) from US TV show Storage Hunters @StorageHunterss He's a really nice bloke

Get an incredible personal video message from Sean Kelly, perfect gift for anyone and any occasion! Order now at celebvm.com/seankelly #comedy #auctioneer #StorageHunters @StorageHunterss

@LouFerrigno @CochlearUS So awesome!! I watch those cochlear videos and they always make me cry with Joy for the people. Having got to spend an entire weekend in the booth next to you at London Comic Con and seeing up close what a great person you are, I’m so happy for you!!!

@TheOnlyEdAsner Ed sorry for your loss. I just loved you and Gavin as Ed and Murray. Just last year binged watched every season again!! So many great laughs!!!!!

My heart is broken. Gavin was my brother, my partner in crime (and food) and my comic conspirator. I will see you in a bit Gavin. Tell the gang I will see them in a bit. Betty! It’s just you and me now.