sebbusan.eth 🪲 (K/acc)

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sebbusan.eth 🪲 (K/acc)

sebbusan.eth 🪲 (K/acc)

@sebbusaneth

The K stands for Kawaii🫧 .•˚₊‧⋆:。+.・゚ Maybe the real treasure was the friends we made along the way

Layer Five- Sea of Corpses Katılım Ocak 2017
528 Takip Edilen728 Takipçiler
Rabbi Kamile🐙
Rabbi Kamile🐙@RemiliaRabbi·
Was busy preparing the perfect team for my Soulsilver playthrough Each Pokemon will be named after one of my milady friends
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The Notorious J.O.V.
The Notorious J.O.V.@whotfisjovana·
yeah, i’d like to order the alien curry
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CULT, INC. ☆ RWO ☆ 🤝🤝🤝
⋆࿇MILADY RAVE NY࿇⋆ ♱ ELENA VELEZ @_velcel X REMILIA ♱ ★ OFFICIAL NYFW FW26 AFTER PARTY ★ ✮ LE BAIN, 444 WEST 13TH ST, NYC ✮ THURS FEB 12 / 10 PM TO LATE ࿇ DJ THINSPO ♰ SILICONE VALLEY ♰ SOPHIE POWERS ♰ CFCF ♱ LIVESTREAM + RSVP BELOW
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me
me@virusofminora·
me tweet media
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˚₊‧꒰ა krilly ໒꒱ ‧₊˚
madoka: i want to sign a contract... my life is lifeslop... homura: don't do it madoka! your life is lifegem!
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Lain Iwakura
Lain Iwakura@Lainfanart·
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Jrag.eth
Jrag.eth@Jrag0x·
Down in my bunker as radioactive ashes rain down on my city. I check my Polymarket "Yes" shares for "Atomic bomb detonation in 2026?" using the last remnants of internet. Worth $0. UMA resolved it as 'No' because it was technically a hydrogen bomb and not an atomic one.
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niz
niz@niz_000·
elf
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Guilherme Nunes
Guilherme Nunes@guilhernunes_·
dogs on an unforgettable night at the club (commission)
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protag☘️
protag☘️@HedProtag·
Holly Holly 💀🌸
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Serenity
Serenity@aleabitoreddit·
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.
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protag☘️
protag☘️@HedProtag·
chibi illustrated⛔️ #マブラヴ
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Eesti
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Reliona
Reliona@relionwastaken·
big fan of the asian philosophy classics
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