theboogiebots
3.5K posts



It’s been 3 months 21 days since Jordyn Tyson last played a game. According to Dane Brugler, he won’t participate at his Pro Day. Also sounds like his hamstring may have flared up during his training. That is quite some time for a grade 2 strain to heal….








🇮🇷 Iran’s military budget is $10 Billion 🇺🇸 Pentagon asking for $200 Billion on top of the $1 trillion to fight Iran


I find the idea that a country of 9 million - that currently, purely for survival, relies on a never ending flow of arms and money from the US and multiple other Western nations - would suddenly become *more* powerful if the US and other Western countries backing it were defeated and left the Middle East ... rather silly


US RETREATS/ABANDONMENT OF KEY STRATEGIC ZONES AND ASSETS: - The largest airbase in the Middle East - The most strategically important and busiest naval base in the Middle East, HQ of the US Fifth Fleet - Baghdad Green Zone, US embassy, possibly all of Iraq - The waters of the Persian Gulf - Half a dozen other large bases in Kuwait, UAE, Qatar, KSA Naval assets do not have freedom of movement and will have to increasingly travel vast distances to resupply. Even distant bases are under threat. Attack aircraft have to refuel multiple times to reach Iranian territory. Iran is systematically pushing the US out of the Middle East.



Homeless man seen with projector, laptop, and sound system in his tent in Hollywood


I know the Vikings lost but this was the most entertaining football game I’ve ever watched. Nick Mullens was throwing anything and everything 😭






Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra. Without InP substrates, the supply chain falters. After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics. And two vendors could freeze the global InP substrate market covering nearly all of: - Hyperscaler optics (TPU pods, etc) - Optical transceivers (5g, data) - LiDAR (robotaxis, drones, military) -Optical Modules (interconnect clusters) - Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.) Since these companies make up majority of the market supply: -AXTI (est. ~30–35%) -Sumitomo (est.~30%) - JX Nippon (est. 10-15%) That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market") Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile. If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all. InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.




















CNN: Breaking news. Cuba's electrical grid has suffered a complete and total collapse. This is according to the country's power operator. It's the first nationwide blackout since the US effectively shut off the flow of oil to Cuba



















