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Aggressive 🚀

COMPETITION

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27,587 views • 9 months ago •via X (Twitter)

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Ve her zaman #KIZILELMA'ya devam! ✈️🚀🍎 And always toward the RED APPLE! ✈️🚀🍎 ✅ Test Uçuşu | AB Kalkışlı Agresif Manevra Testi ✅ Test Flight | AB-Assisted Takeoff Aggressive Maneuver Test #MilliTeknolojiHamlesi 🌍🇹🇷

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AMC stock +17% today from the lows today while volume jumped MASSIVELY on HUGE Volume Delta 🚀🚀🚀 Volume delta measures the difference between aggressive buying and aggressive selling So when AMC price is moving up AND volume delta flips strongly green, that suggests the move is being supported by real buying pressure —not just low-volume "noise." In simple terms: Green delta = buyers are hitting the ask harder than sellers are hitting the bid. Red delta = sellers are hitting the bid harder than buyers are lifting the ask. In this video, I oversimplified it by saying "todays volume vs yesterday" but should've specified that it means VOLUME BUYING PRESSURE MINUS SELLING PRESSURE insicde the individual candle/session That’s why today matters. Volume is coming back. Buy-side pressure is coming back. And AMC is reacting!

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The Butcher of Wall Street | Marcel Kalinovic

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🔥 IT’S HAPPENING. 🔥 The US Senate is officially back at the table TODAY to hammer out the Bitcoin and Crypto Clarity Act! 🏛️💰 This isn't just another bill—we are talking about the most aggressive, pro-crypto legislation in American history. The regulatory fog is finally clearing, and the floodgates are about to open. 🚀📈

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📊 GT Protocol’s Monthly Top Strategies November closed strong for GT APP strategies — here are the top performers of the month: 1️⃣ Jarvis: Dominated with an impressive +18.90% USDT growth 2️⃣ Tiger: Maintained momentum with +6.10% 3️⃣ KingQueen: Delivered a confident +5.26% return 4️⃣ Sigma-ETH: Achieved a solid +3.35% 5️⃣ Midas: Followed with +3.28% 6️⃣ [AGGRESSIVE]: Recorded +2.22% 7️⃣ Axe_Prime: Closed in with +2.05% 8️⃣ ChaparBot: Wrapped up the list at +1.05% 🚀 Start trading with November’s top performers, only on GT APP →

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GT Protocol

84,141 views • 7 months ago

🚀 Elon’s “BAD TIMING” just built a trillion-dollar future 😂 New Future Link episode where I (Neuralink Patient #3) break down the real pattern: aggressive timelines everyone calls impossible… followed by delays… followed by world-changing delivery. Reusable rockets, Model 3, Starlink, Neuralink, FSD, Starship — same story every time. Elon doesn’t lie. He’s just late. And the future still shows up. Watch the breakdown in the video below 👇 Full episode on YouTube — link in the first reply! Elon Musk Neuralink SpaceX v

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Warren Zaïre-Emery • Tactical Report: Full Video (13 min)⤵ 🚨 ➡French Lothar Matthaus? ➡🚀right peg, but flimsy left foot shanker. ➡Complete dribbler/carrier until final third entry ➡Heading & crossing stats likely to📈 ➡Retention but potential to be a regista-to control the tempo ➡No CDM, can't sit but aggressive ball winner ➡Through balls are better from 2nd third but has potential to come up with the odd killer pass from 10/be a secondary creative outlet. #PSG #ParisSaintGermain

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🚀 New Update is Live! We’ve just rolled out a big update and here’s what’s new: 🌍 New Servers → SEA and USA servers now live for testing. ⚙️ New Settings Options → We listened! Added more options including gamma controls, lower resolution modes, and more. 🐾 New AneeMate Behaviors → Different mechanics introduced: shy types, aggressive bosses, and more variety. 🤖 New Robot Spawners & Behaviors → Added leader roles and respawn logic. 🏃 Improved Movement & Combat → Smoother, more energetic combat flow for maximum fun. 🔫 Weapon & VFX Improvements → Refined weapons, enhanced visuals, better maps, and ongoing polish. Only available for whitelisted users. The next whitelist round starts tomorrow. Make sure you turn on notifications here. Link on Epic is below this post.

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RoboHub🤖

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Introducing $RWA: The Heart of RWA Inc's Ecosystem 🚀 November 25th, 10:00AM UTC: KuCoin - Gate.io - @MEXC_Official 🚀 It is with great pleasure that we bring you this historic moment for RWA Inc. After years of hard work and dedication, we are proud to announce the launch of $RWA. This token is the heartbeat of the RWA Inc ecosystem, fueling community, investments, and transactions across our platform. With the $RWA Token you can: 🔹Stake on our Launchpad 🔹Trade on our Exchange 🔹Earn on our Community Hub 🔹Invest on our upcoming Marketplace 🔹And so much more! $RWA is the driving force behind all of our products. On November 25th, 10:00AM UTC, you will be able to trade $RWA on these top exchanges: KuCoin, Gate_io, and MEXC. Until then, get involved in one of our launch IDOs on Decubate, Eesee, and Ape Terminal where we are raising $800k USD! As usual RWA Inc is committed to the long-term growth of the project, so we are implementing a generous staking program and an aggressive buy back and burn system: Stake $RWA for generous APYs, while unlocking rewards, exclusive benefits, and priority access to launches and trades. 50% of platform profits are used to buy back and burn $RWA tokens, reducing supply and boosting long-term value. This moment is the culmination of years of hard work and dedication. We truly believe that we have created a project that is set to become an industry leader and stand at the forefront of the tokenized RWA market. Join us on this journey and share in our success! #RWA

Introducing $RWA: The Heart of RWA Inc's Ecosystem 🚀 November 25th, 10:00AM UTC: KuCoin - Gate.io - @MEXC_Official 🚀 It is with great pleasure that we bring you this historic moment for RWA Inc. After years of hard work and dedication, we are proud to announce the launch of $RWA. This token is the heartbeat of the RWA Inc ecosystem, fueling community, investments, and transactions across our platform. With the $RWA Token you can: 🔹Stake on our Launchpad 🔹Trade on our Exchange 🔹Earn on our Community Hub 🔹Invest on our upcoming Marketplace 🔹And so much more! $RWA is the driving force behind all of our products. On November 25th, 10:00AM UTC, you will be able to trade $RWA on these top exchanges: KuCoin, Gate_io, and MEXC. Until then, get involved in one of our launch IDOs on Decubate, Eesee, and Ape Terminal where we are raising $800k USD! As usual RWA Inc is committed to the long-term growth of the project, so we are implementing a generous staking program and an aggressive buy back and burn system: Stake $RWA for generous APYs, while unlocking rewards, exclusive benefits, and priority access to launches and trades. 50% of platform profits are used to buy back and burn $RWA tokens, reducing supply and boosting long-term value. This moment is the culmination of years of hard work and dedication. We truly believe that we have created a project that is set to become an industry leader and stand at the forefront of the tokenized RWA market. Join us on this journey and share in our success! #RWA

RWA Inc.

463,565 views • 1 year ago

GR SILVER CEO: 2026 IS OUR TRANSFORMATIONAL YEAR - $GRSL.V In a new interview with Peter Krauth, President & CEO Marcio Fana outlines the major catalysts coming for GR Silver THE 2026 DRILLING & CATALYST PLAN ✅ Launching a 20,000-meter drill program at the San Marcial area. 📈 Targeting a new resource estimate in 2026 to expand the 2023 resource (134M AgEq oz Indicated/Inferred). 🔄 "We are very oriented to resource growth, increasing grade, and showing the market we have a large silver-predominant deposit." PATH TO PRODUCTION & SYNERGY ➡️ Engineering a Preliminary Economic Assessment (PEA) combining San Marcial & Plomosas projects. 🔧 Utilizing existing permits & infrastructure at Plomosas to lower future capex. 🚀 "We are looking… to build a pilot plant, buy a pilot plant, or do a combination. This is going to be another catalyst." THE RARITY: A PURE SILVER DEPOSIT ✅ San Marcial is 85% silver by metal content—a rarity in the sector. 📊 "Most mining projects require a lot of capital to build… this is already in the Plomosas area: power lines, buildings, road, water permit." 🔁 High-grade intercepts like 75m at 260 g/t Ag prove continuity. IMPACT OF THE NEW SILVER PRICE ENVIRONMENT ➡️ Their 2023 resource used $22/oz silver. Prices are now ~4x higher. 📐 "We are valued probably at $1,50 per ounce in the ground… It's not that difficult to think about valuation of $4 or $5 per ounce in-situ." 💡 This dramatically improves project economics and potential valuation. STRONG FOUNDATION: LIQUIDITY & SUPPORT ✅ Consistently among top 10 most traded companies on TSXV by volume. 🏛️ Institutional ownership has grown from <10% to over 20%. "We are creating a very solid shareholder base supported by strong liquidity." THE BOTTOM LINE: GR Silver is fully funded and executing an aggressive 2026 plan focused on resource growth, engineering studies, and leveraging its rare, high-purity silver asset in a powerful new price environment. HT: grsilvermining Peter Krauth #GRSilver #Silver #Mining #Exploration #ResourceGrowth #PEA #TSXV #Investing #PreciousMetals #MiningStocks

GR SILVER CEO: 2026 IS OUR TRANSFORMATIONAL YEAR - $GRSL.V In a new interview with Peter Krauth, President & CEO Marcio Fana outlines the major catalysts coming for GR Silver THE 2026 DRILLING & CATALYST PLAN ✅ Launching a 20,000-meter drill program at the San Marcial area. 📈 Targeting a new resource estimate in 2026 to expand the 2023 resource (134M AgEq oz Indicated/Inferred). 🔄 "We are very oriented to resource growth, increasing grade, and showing the market we have a large silver-predominant deposit." PATH TO PRODUCTION & SYNERGY ➡️ Engineering a Preliminary Economic Assessment (PEA) combining San Marcial & Plomosas projects. 🔧 Utilizing existing permits & infrastructure at Plomosas to lower future capex. 🚀 "We are looking… to build a pilot plant, buy a pilot plant, or do a combination. This is going to be another catalyst." THE RARITY: A PURE SILVER DEPOSIT ✅ San Marcial is 85% silver by metal content—a rarity in the sector. 📊 "Most mining projects require a lot of capital to build… this is already in the Plomosas area: power lines, buildings, road, water permit." 🔁 High-grade intercepts like 75m at 260 g/t Ag prove continuity. IMPACT OF THE NEW SILVER PRICE ENVIRONMENT ➡️ Their 2023 resource used $22/oz silver. Prices are now ~4x higher. 📐 "We are valued probably at $1,50 per ounce in the ground… It's not that difficult to think about valuation of $4 or $5 per ounce in-situ." 💡 This dramatically improves project economics and potential valuation. STRONG FOUNDATION: LIQUIDITY & SUPPORT ✅ Consistently among top 10 most traded companies on TSXV by volume. 🏛️ Institutional ownership has grown from <10% to over 20%. "We are creating a very solid shareholder base supported by strong liquidity." THE BOTTOM LINE: GR Silver is fully funded and executing an aggressive 2026 plan focused on resource growth, engineering studies, and leveraging its rare, high-purity silver asset in a powerful new price environment. HT: grsilvermining Peter Krauth #GRSilver #Silver #Mining #Exploration #ResourceGrowth #PEA #TSXV #Investing #PreciousMetals #MiningStocks

Mark

16,808 views • 6 months ago

🎙️ Episode 10 of [trading places] featuring Rick Baker from Blackbird Ventures is out now. This week on trading places, hosts Dave McClure and Aman Verjee cover the latest tech news, including OpenAI's path to a trillion-dollar IPO, Big Tech's massive AI spending spree, and Tether's $500 billion valuation. Plus, we sit down with Rick Baker, Managing Partner at Blackbird Venture Capital, to discuss the incredible Canva story, secondary transactions, and building Australia's venture ecosystem from the ground up. 📰 THIS WEEK'S NEWS 🤖 OpenAI's IPO Plans -Potential $1 trillion IPO target -Microsoft ownership restructure (49% → 27%) -California AG blesses for-profit transition -Sam Altman hints at revenue north of $100B 💰 Big Tech AI Spending -Microsoft, Amazon, Alphabet, Meta spending $125B/quarter on AI infrastructure -Meta raises $30B in corporate bonds -Oracle raises $38B for data center expansion -Power constraints emerging as key bottleneck 📈 Secondary Market Consolidation -Morgan Stanley acquires EquityZen -Goldman Sachs acquired Industry Ventures -Signals expansion of secondary market opportunities 🚀 IPO & Funding News -Navan's challenging IPO (down 20% on day one) -Mer raises $350M Series C at $10B valuation (5x step-up) -Securitize going public via SPAC at $1.2B valuation 🪙 Stablecoin Market - considering $500B valuation round -Coinbase 🛡️ reportedly pursuing $2B acquisition of BVNK -Stablecoin revenue growing 300M+ per quarter 🎙️ FEATURED GUEST: RICK BAKER, MANAGING PARTNER @ BLACKBIRD VENTURES The Canva Story -Rick shares the incredible journey of Blackbird's investment in Canva—from a $250K seed investment to a company now valued at $40B. -GP-Led Secondary Transactions -Rick walks through Blackbird's 2019 secondary sale: -Sold ~$120M (1/3 of Fund I) at 93% of NAV -Returned 3.5x to LPs while maintaining 9.5x exposure -Used Lazard to run a competitive process -StepStone + Australian super fund won the bid Managing Concentration Risk -Owned 15% of Canva at peak, now ~11% -Balance between maximizing returns and managing risk -LP perspectives range from "sell everything" to "hold forever" -Strategic sales during primary rounds to unlock growth capital Australian VC Ecosystem -Superannuation system: 12% of salary mandated into pension funds -$4T AUD pool of long-term capital -Reset after GFC: Blackbird, Square Peg, Airtree, Main Sequence -Circle of life: Atlassian/Canva alumni starting next wave 💎 VALUATION CORNER: TETHER @ $500 BILLION -Deep Dive on Tether -Aman analyzes whether the world's largest stablecoin issuer is worth a $500B valuation: -$13B+ in annual profit (2x BlackRock's profitability) -75% market share vs. Circle's 20% -36x P/E ratio vs. Circle at 240x -Medium transparency, aggressive reserve policy -Regulatory uncertainty in U.S. market 0:00 - Intro 01:12 -[ tech & vc news ] 01:21 - OpenAI Restructuring | $1T IPO? 08:24 - Big Tech Hyperscalers' Earnings and $125 Billion in Quarterly AI Spending 10:47 - Why This AI Boom is Different 15:58 - Morgan Stanley Acquires EquityZen 17:39 - Navan's Public Offering Performance 21:05 - Mercor Raises at a $10 Billion Valuation 22:23 - Securitize Going Public via SPAC ($1.25B) 24:37 - Tether's $500B Valuation Rumor 28:05 - [ interview: blackbird vc / rick baker ] 28:49 - Rick Baker's Background and Founding the MLC Venture Program 35:56 - The Canva Story 45:06 - The Australian Venture Capital Market 01:07:44 - How the Secondary Market Solves the Liquidity Problem 01:15:48 - [ valuation corner: tether] 01:13:30 - Tether's Aggressive vs. $CIRC’s Conservative Reserve Policy 01:16:32 - Calculating Tether's Valuation Based on P/E 01:24:00 - The Regulatory Uncertainty for Stablecoins 01:31:30 - Final Thoughts on Tether's $500B Valuation & Stablecoin Market DISCLAIMER: This podcast is for informational and entertainment purposes only. Nothing discussed should be construed as investment advice. Always conduct your own research and consult with qualified professionals before making investment decisions.

🎙️ Episode 10 of [trading places] featuring Rick Baker from Blackbird Ventures is out now. This week on trading places, hosts Dave McClure and Aman Verjee cover the latest tech news, including OpenAI's path to a trillion-dollar IPO, Big Tech's massive AI spending spree, and Tether's $500 billion valuation. Plus, we sit down with Rick Baker, Managing Partner at Blackbird Venture Capital, to discuss the incredible Canva story, secondary transactions, and building Australia's venture ecosystem from the ground up. 📰 THIS WEEK'S NEWS 🤖 OpenAI's IPO Plans -Potential $1 trillion IPO target -Microsoft ownership restructure (49% → 27%) -California AG blesses for-profit transition -Sam Altman hints at revenue north of $100B 💰 Big Tech AI Spending -Microsoft, Amazon, Alphabet, Meta spending $125B/quarter on AI infrastructure -Meta raises $30B in corporate bonds -Oracle raises $38B for data center expansion -Power constraints emerging as key bottleneck 📈 Secondary Market Consolidation -Morgan Stanley acquires EquityZen -Goldman Sachs acquired Industry Ventures -Signals expansion of secondary market opportunities 🚀 IPO & Funding News -Navan's challenging IPO (down 20% on day one) -Mer raises $350M Series C at $10B valuation (5x step-up) -Securitize going public via SPAC at $1.2B valuation 🪙 Stablecoin Market - considering $500B valuation round -Coinbase 🛡️ reportedly pursuing $2B acquisition of BVNK -Stablecoin revenue growing 300M+ per quarter 🎙️ FEATURED GUEST: RICK BAKER, MANAGING PARTNER @ BLACKBIRD VENTURES The Canva Story -Rick shares the incredible journey of Blackbird's investment in Canva—from a $250K seed investment to a company now valued at $40B. -GP-Led Secondary Transactions -Rick walks through Blackbird's 2019 secondary sale: -Sold ~$120M (1/3 of Fund I) at 93% of NAV -Returned 3.5x to LPs while maintaining 9.5x exposure -Used Lazard to run a competitive process -StepStone + Australian super fund won the bid Managing Concentration Risk -Owned 15% of Canva at peak, now ~11% -Balance between maximizing returns and managing risk -LP perspectives range from "sell everything" to "hold forever" -Strategic sales during primary rounds to unlock growth capital Australian VC Ecosystem -Superannuation system: 12% of salary mandated into pension funds -$4T AUD pool of long-term capital -Reset after GFC: Blackbird, Square Peg, Airtree, Main Sequence -Circle of life: Atlassian/Canva alumni starting next wave 💎 VALUATION CORNER: TETHER @ $500 BILLION -Deep Dive on Tether -Aman analyzes whether the world's largest stablecoin issuer is worth a $500B valuation: -$13B+ in annual profit (2x BlackRock's profitability) -75% market share vs. Circle's 20% -36x P/E ratio vs. Circle at 240x -Medium transparency, aggressive reserve policy -Regulatory uncertainty in U.S. market 0:00 - Intro 01:12 -[ tech & vc news ] 01:21 - OpenAI Restructuring | $1T IPO? 08:24 - Big Tech Hyperscalers' Earnings and $125 Billion in Quarterly AI Spending 10:47 - Why This AI Boom is Different 15:58 - Morgan Stanley Acquires EquityZen 17:39 - Navan's Public Offering Performance 21:05 - Mercor Raises at a $10 Billion Valuation 22:23 - Securitize Going Public via SPAC ($1.25B) 24:37 - Tether's $500B Valuation Rumor 28:05 - [ interview: blackbird vc / rick baker ] 28:49 - Rick Baker's Background and Founding the MLC Venture Program 35:56 - The Canva Story 45:06 - The Australian Venture Capital Market 01:07:44 - How the Secondary Market Solves the Liquidity Problem 01:15:48 - [ valuation corner: tether] 01:13:30 - Tether's Aggressive vs. $CIRC’s Conservative Reserve Policy 01:16:32 - Calculating Tether's Valuation Based on P/E 01:24:00 - The Regulatory Uncertainty for Stablecoins 01:31:30 - Final Thoughts on Tether's $500B Valuation & Stablecoin Market DISCLAIMER: This podcast is for informational and entertainment purposes only. Nothing discussed should be construed as investment advice. Always conduct your own research and consult with qualified professionals before making investment decisions.

trading places

11,519 views • 8 months ago

$AMD $MSFT Partnership is MASSIVE in 2026 🚀 If you were excited about my thread on $AMD $AMZN AWS long time partnership, you will be even more excited about what Microsoft gonna do with 2026 AMD EPYC "Venice". Historical Context: The relationship between AMD and Microsoft began in the early 2000s, with Microsoft initially focusing on Intel's x86 architecture for its Windows operating system and server products. However, AMD's entry into the server market with its Opteron processors in 2003 marked the beginning of a competitive dynamic that eventually led to collaboration. The partnership intensified with the launch of 3rd Generation EPYC "Milan" in 2021, powering Azure's N2D and C2D VM families. By 2025, Microsoft had integrated 5th Generation EPYC "Turin" into new compute-optimized instances, reflecting a strategic shift towards AMD for cost and performance benefits. This "Secret Weapon" breakthrough will mark another inflection point for AMD Microsoft Azure relationship, will probably be more aggressive than EPYC "Milan" moment in 2021. We can call it EPYC "Venice" moment 2026" 1. Technical performance of AMD EPYC "Venice" (2026) AMD's 6th Gen EPYC "Venice" processors, slated for 2026, introduce New Chiplet design breakthrough. a revolutionary chiplet interconnect fabric that redefines server scalability for AI. This isn't just faster silicon; it's a paradigm shift for Microsoft Azure , enabling hyper-efficient, rack-scale AI inference that slashes costs and latency while boosting throughput. ~Up to 256 Zen 6 cores, a 70% performance increase over "Turin," optimized for AI and HPC. ~Memory and Bandwidth: 1.6 TB/s per socket, doubling "Turin's" capability, with support for MR-DIMM/MCR-DIMM. ~Efficiency: 1,500-1,700W power draw, a 50% reduction, aligning with Microsoft's sustainability initiatives. ~Interconnect: PCIe 6.0 and a new chiplet fabric for rack-scale AI, reducing latency and enhancing scalability. 2. Why $MSFT will adopt $AMD YPYC Share to 50%+ in 2026. AMD EPYC Share: ~30-35% of Azure's x86 CPU-based business while Intel Xeon share is 65% Microsoft's Azure has been progressively integrating AMD EPYC, with "Venice" expected to expand this footprint: A. Dominance of AI Inference Workloads ~AI inference constitutes 80% of AI workloads in cloud environments, with latency-sensitive applications like chatbots, recommendation engines, and fraud detection requiring sub-second response times. ~"Venice's" 35x inference performance uplift directly addresses these requirements, outperforming Intel's offerings and custom Arm solutions in multi-threaded scenarios. B. Cost Efficiency and Operational Savings ~Azure's 2025 capex of $118B is under pressure to deliver returns. "Venice" can reduce operational expenses by $20-30B annually due to its power efficiency and performance gains, improving Azure's margins to 35-40%. ~The cost per inference operation is significantly lower with "Venice," estimated at 24-31% less than Intel-based alternatives, enhancing Azure's competitiveness against AWS and GCP. C. Scalability for Enterprise AI: ~"Venice" supports rack-scale AI deployments, enabling Azure to scale AI services for enterprise customers. For example, a 1,000-node cluster can process 700,000+ tokens per second, crucial for large-scale AI applications like personalized marketing and predictive analytics. ~This scalability is particularly important as Azure aims to capture the $100B+ AI opportunity by 2026, as stated by Microsoft CEO Satya Nadella. D. Reduction of Nvidia Dependency ~While Nvidia ( $NVDA) dominates AI accelerators, AMD's integrated EPYC-GPU solutions (MI450 with "Venice") offer a balanced approach, reducing Azure's reliance on Nvidia's high-cost GPUs. ~"Venice" enables hybrid inference models, where CPU-based inference handles 80% of workloads, and GPU acceleration is reserved for training and complex tasks, optimizing resource allocation. 3. Financial Implication: ~Revenue from Azure could reach $15-18B annually by 2026, part of a total revenue projection of $70-100B ~Profit margins could improve to 55-60%, boosting net income to $20-25B, supported by scale economies and reduced production costs. Intel could respond by giving more aggressive discounts, but this breakthrough has been a decade long of $AMD R&D, or rethinking chiplet design, a complete new approach. "Venice's" lead in AI inference and efficiency is challenging to match. Broader Industry: Other hyperscalers ( Amazon Web Services , GCP) and enterprises will follow Azure's lead, standardizing EPYC technology and pressuring Intel further. This could lead to a broader industry shift towards AMD, enhancing its ecosystem and bargaining power. Conclusion: The strategic adoption of AMD's 6th Generation EPYC "Venice" processors by Microsoft Azure in 2026 marks a pivotal moment in the evolution of cloud computing, particularly for AI inference capabilities. "Venice's" groundbreaking chiplet design, offering a 35x performance uplift for AI inference tasks, a 50% reduction in power consumption, and unparalleled scalability, positions Azure to leapfrog its competitors in the race for AI dominance. This technical superiority, combined with significant cost savings potentially $20-30B annually in operational expenses; aligns perfectly with Microsoft's ambitions to capture the $100B+ Revenue AI opportunity by 2026. The shift to 50% x86 market share for AMD within Azure is not merely a technical transition but a strategic realignment that redefines the competitive landscape. Historically, Microsoft's partnership with AMD has evolved from niche deployments to a core component of Azure's infrastructure, and "Venice" accelerates this trend. The 30-35% AMD EPYC share in 2025 is expected to double, driven by new VM families like C4D and H4D, which will dominate AI-intensive and HPC workloads. This migration is incentivized by "Venice's" efficiency gains, reducing dependency on Intel and Nvidia, and enhancing Azure's sustainability profile. Not Financial Advice!

Mike

141,018 views • 9 months ago

In a newly released technical update, SpaceX's leadership team, which includes communications manager Dan Huot, Director of Satellite Engineering Ian Dahl, and CEO Elon Musk, detailed a highly ambitious infrastructure roadmap to design, manufacture, and operate specialized artificial intelligence computing satellites at scale. Positioned as a major strategic pillar to dramatically elevate civilizational energy and processing capacity on the Kardashev scale, this strategy moves past traditional communications architectures into massive orbital server arrays. Here is the complete breakdown of the core technologies and timelines driving this space-based intelligence revolution: 🛰️ AI1 satellite power and compute capacity Ian Dahl and Elon Musk introduced the baseline performance targets for the first-generation AI1 satellite, explaining how its custom hardware is engineered to operate like an orbital data center server rack. Ian Dahl noted that their direct operational experience with xAI guided them to target a 150-kilowatt peak power capacity. To manage active machine learning workloads continuously, Elon Musk explained that the satellite is optimized to maintain a sustained average compute power envelope of 120 kilowatts, which directly mirrors the real-world performance of a terrestrial NVIDIA server rack. The official presentation slides outline several key operational metrics for this payload configuration: ⚡ The custom architecture delivers a 150 kW peak compute payload. 🔋 The system maintains a 120 kW sustained average compute payload under active workloads. ⚖️ The hardware achieves a highly optimized power-to-weight density of 70 kW per ton. 🔄 The layout features a completely interchangeable compute provider design. "We thought that the right place to start is around the 150 kilowatt peak power level. But as we look at the workloads with our experience with xAI, we see that we can support about 120 kilowatts of average compute. The 150 kilowatt peak power level roughly matches what, say, an NVIDIA GV300 rack would do. A more reasonable operating envelope would be around 120 kilowatts average power, but it can peak up to 150. So it is basically thinking about it as a rack of compute in space." --- 📐 AI1 satellite dimensions and thermal efficiency specs Elon Musk detailed the physical layout of the AI1 satellite, highlighting the massive dimensions required to accommodate its immense power and cooling hardware. He shared specific design criteria, explaining that the engineering relies on a custom 150 kW solar array paired with a high-capacity deployable liquid radiator thermal management system. The technical specifications of this vehicle layout include: 📏 The structural frame features a massive 70-meter wingspan. ↕️ The vehicle spans a total deployed height of 20 meters. ☀️ The onboard solar array delivers an efficiency of 250 W/m² using technology manufactured in Bastrop, Texas. 🌡️ The thermal system utilizes a 110 m² deployable liquid radiator to cleanly dump waste heat. 🔄 The cooling architecture incorporates redundant pumping loops for mission safety. 🛡️ The exterior contains integrated micrometeoroid shielding to protect the fluid lines. 🧭 The double-sided radiators achieve a dissipation rate of 1400 watts per square meter while remaining oriented knife-edge to the sun. "The assumptions here are 250 watts per square meter for the solar array and about 1400 watts per square meter for the radiators. The radiators are double-sided, radiating on both sides, and they're oriented knife-edge to the sun. They have about a 70-meter wingspan, so these are fairly large." --- 🧩 Simplified design architecture built on Starlink V3 tech Elon Musk explained that despite the satellite's imposing size, its internal architecture is fundamentally much simpler than a standard Starlink satellite. Because it lacks heavy phased array and parabolic communications antennas, the entire vehicle layout is completely streamlined around a few essential structural modules: 🎛️ The hardware framework is arranged around a centralized compute module. ☀️ Large deployable solar arrays extend outward to capture orbital energy. 🌡️ A deployable liquid-radiator thermal management system controls active operational temperatures. 🔄 The engineering team heavily leverages the component evolution and manufacturing experience gained from developing the Starlink V3 vehicle platform. "The AI satellite is actually much simpler than a Starlink satellite. A Starlink satellite has gigantic phased array antennas, parabolic antennas, and a lot of laser links, making it much more complicated. An AI satellite is essentially a lot of solar cells, a radiator, and you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. A lot of this is technology we've already made for the Starlink V3 satellites." --- 🔌 Interchangeable compute reference designs and high connectivity Elon Musk outlined a modular hardware approach for the satellite's payload, allowing it to house a variety of industry-standard processing units depending on client requirements. This interchangeable compute rack is supported by a high-bandwidth connectivity loop that links separate orbital units together or transmits data directly back to Earth. The core network parameters include: 🧠 Reference designs are fully established to seamlessly accommodate NVIDIA Reuben chips. 💾 The system architecture is built to support alternative setups using NVIDIA GB300 chips. 💻 Custom hardware layouts are explicitly designed to integrate Google TPUs. 🌐 The onboard communications setup delivers roughly 1 terabit of laser link connectivity. ⏱️ The network closes the communication loop directly with the main Starlink constellation at an ultra-low latency of only 3 milliseconds. "Our current reference design is for NVIDIA Reuben chips, or it could be either GB300 or Reuben chips. We'll also have a reference design for TPUs. Essentially, you can put up any existing chips into orbit. There would also be probably something on the order of a terabit of laser link connectivity from the satellite. Then you can connect these racks of compute to each other by the laser links or directly to the Starlink constellations. Light travels 300 kilometers per millisecond, so that's about three milliseconds away." --- 🏭 The "gigasat" AI satellite and solar production hub in Bastrop, Texas Dan Huot highlighted that the primary production hub for this entire hardware ecosystem is anchored at their sprawling complex in Bastrop, Texas, officially designated as the Gigasat factory. Elon Musk verified that construction is already actively underway on the solar manufacturing facility to feed the project's supply line, with plans moving forward to construct the adjacent AI satellite assembly lines. The physical footprint and timeline of this manufacturing hub are defined by the following benchmarks: 🗺️ The company has over 1,000 acres of land currently owned or under contract for the site. 🏢 The manufacturing complex boasts a massive structural building potential exceeding 11 million square feet. ⚙️ The facility will vertically integrate production to manufacture solar ingots, wafers, solar cells, and completed AI satellites. 📅 Both the solar and AI satellite production lines are targeted to be operational at a viable volume by the end of next year. "We're going to be building a lot of satellites and we're going to be building them here in Bastrop. We already have the solar manufacturing facility under construction, and then we will be building out the AI sat production building soon. We expect to have the AI sat production, the solar production, and all of that operating at some reasonable volume by the end of next year." --- 🏢 The 100-million-square-foot "terafab" chip factory Elon Musk revealed a massive, long-term scaling strategy to build an immense chip manufacturing facility dubbed the "terafab" to completely bypass global semiconductor volume constraints. This manufacturing infrastructure is designed to transition the company into next-generation industrial scaling by producing highly specialized computing components at an unprecedented volume. The scale of this infrastructure project is defined by several extraordinary engineering and production benchmarks: 🏭 The colossal factory is projected to span approximately 100 million square feet, making it ten times larger than the current Tesla Gigafactory Texas. ⚡ The facility is structurally engineered to achieve a massive manufacturing output of 1 terawatt per year once fully operational. 📦 This unprecedented physical footprint provides the capacity required to manufacture 1 billion full-reticle equivalent chips annually. 🔌 Each individual chip manufactured by the facility is designed to run at a power capacity of 1 kilowatt. 🇺🇸 The total scaled output of the facility represents an energy footprint that is exactly double the current annual electricity consumption of the entire United States. "In order to get to the next order of magnitude, you need a gigantic chip factory. To give you a sense of scale here, we expect that the terafab is going to be around 100 million square feet, which is 10 times the size of the Tesla Gigafactory Texas. From a logic die standpoint, that's like having a billion chips per year with a kilowatt per reticle, scaling to a terawatt per year. That is twice the current electricity consumption of the United States." --- 📶 Next-generation high-volume Starlink terminals Dan Huot and Elon Musk introduced their next-generation Starlink user terminals, which have been redesigned specifically to achieve massive manufacturing throughput. Elon Musk pointed out that these newer models will be produced in vastly higher volumes than current hardware designs to fulfill their long-term global deployment targets: 📈 The upgraded user hardware is manufactured at a much higher volume capacity than existing units. 🌍 The company's ultimate target is to successfully deploy a few hundred million of these next-generation terminals worldwide. "In fact, these are the new Starlink terminals, which we made in much higher volume than the current terminals. Ultimately, we think there's probably going to be a few hundred million Starlink terminals out there." --- 📈 Aspirational timeline for orbital AI compute scaling Elon Musk laid out an ambitious, multi-year execution timeline detailing how the company plans to progressively scale space-based processing power. The roadmap targets an initial run-rate by the end of next year and sets an aggressive pace to increase total operational capacity sequentially through a structured, multi-phase timeline: 1️⃣ The initial target aims to hit an annualized run-rate of 1 gigawatt of space AI compute by the end of next year. 2️⃣ The capacity scales to an annualized rate of 10 gigawatts within the next two and a half years. 3️⃣ The operational envelope expands to reach 100 gigawatts in three and a half years. 4️⃣ The long-term deployment plan scales directly to a full terawatt capacity per year using the output of the terafab. "The goal is to get to roughly an annualized rate of a gigawatt per year by the end of next year in terms of space AI compute. Then aspirationally, we want to scale that by an order of magnitude per year. In two and a half years, hitting an annualized rate of 10 gigawatts a year in space, and in three and a half years, maybe a hundred gigawatts, going beyond that with the terafab to scale to a terawatt per year." --- 🌕 Ultimate scaling via lunar production and mass drivers Elon Musk explained that scaling three orders of magnitude past a single terawatt forces a transition completely off-planet to avoid the logistical penalty of Earth's deep gravity well. The vision relies on establishing manufacturing infrastructure directly on the moon to leverage localized resource loops and zero-atmosphere physics: 🌙 The company plans to establish localized raw production lines on the moon to fabricate solar panels, photovoltaics, and radiators from lunar materials. ⚡ Manufacturing components locally avoids the massive fuel and mass penalties of transporting heavy structural materials from Earth. 🧲 Because the moon has no atmosphere and only one-sixth of Earth's gravity, the facility will utilize an electromagnetic mass driver to launch completed satellites. 🚀 Operating essentially as a linear electric motor rail gun, this mechanism will shoot fully assembled AI satellites straight into deep space without relying on chemical rockets. "The only way that we can really see that you can achieve that is on the moon with a mass driver, essentially where you do local production of photovoltaics, solar panels, and radiators on the moon. Because the moon has no atmosphere and only one-sixth Earth's gravity, you can accelerate the AI satellites into deep space without a rocket. You can basically shoot them into space using an electromagnetic gun, like a rail gun type—it's basically a linear electric motor."

In a newly released technical update, SpaceX's leadership team, which includes communications manager Dan Huot, Director of Satellite Engineering Ian Dahl, and CEO Elon Musk, detailed a highly ambitious infrastructure roadmap to design, manufacture, and operate specialized artificial intelligence computing satellites at scale. Positioned as a major strategic pillar to dramatically elevate civilizational energy and processing capacity on the Kardashev scale, this strategy moves past traditional communications architectures into massive orbital server arrays. Here is the complete breakdown of the core technologies and timelines driving this space-based intelligence revolution: 🛰️ AI1 satellite power and compute capacity Ian Dahl and Elon Musk introduced the baseline performance targets for the first-generation AI1 satellite, explaining how its custom hardware is engineered to operate like an orbital data center server rack. Ian Dahl noted that their direct operational experience with xAI guided them to target a 150-kilowatt peak power capacity. To manage active machine learning workloads continuously, Elon Musk explained that the satellite is optimized to maintain a sustained average compute power envelope of 120 kilowatts, which directly mirrors the real-world performance of a terrestrial NVIDIA server rack. The official presentation slides outline several key operational metrics for this payload configuration: ⚡ The custom architecture delivers a 150 kW peak compute payload. 🔋 The system maintains a 120 kW sustained average compute payload under active workloads. ⚖️ The hardware achieves a highly optimized power-to-weight density of 70 kW per ton. 🔄 The layout features a completely interchangeable compute provider design. "We thought that the right place to start is around the 150 kilowatt peak power level. But as we look at the workloads with our experience with xAI, we see that we can support about 120 kilowatts of average compute. The 150 kilowatt peak power level roughly matches what, say, an NVIDIA GV300 rack would do. A more reasonable operating envelope would be around 120 kilowatts average power, but it can peak up to 150. So it is basically thinking about it as a rack of compute in space." --- 📐 AI1 satellite dimensions and thermal efficiency specs Elon Musk detailed the physical layout of the AI1 satellite, highlighting the massive dimensions required to accommodate its immense power and cooling hardware. He shared specific design criteria, explaining that the engineering relies on a custom 150 kW solar array paired with a high-capacity deployable liquid radiator thermal management system. The technical specifications of this vehicle layout include: 📏 The structural frame features a massive 70-meter wingspan. ↕️ The vehicle spans a total deployed height of 20 meters. ☀️ The onboard solar array delivers an efficiency of 250 W/m² using technology manufactured in Bastrop, Texas. 🌡️ The thermal system utilizes a 110 m² deployable liquid radiator to cleanly dump waste heat. 🔄 The cooling architecture incorporates redundant pumping loops for mission safety. 🛡️ The exterior contains integrated micrometeoroid shielding to protect the fluid lines. 🧭 The double-sided radiators achieve a dissipation rate of 1400 watts per square meter while remaining oriented knife-edge to the sun. "The assumptions here are 250 watts per square meter for the solar array and about 1400 watts per square meter for the radiators. The radiators are double-sided, radiating on both sides, and they're oriented knife-edge to the sun. They have about a 70-meter wingspan, so these are fairly large." --- 🧩 Simplified design architecture built on Starlink V3 tech Elon Musk explained that despite the satellite's imposing size, its internal architecture is fundamentally much simpler than a standard Starlink satellite. Because it lacks heavy phased array and parabolic communications antennas, the entire vehicle layout is completely streamlined around a few essential structural modules: 🎛️ The hardware framework is arranged around a centralized compute module. ☀️ Large deployable solar arrays extend outward to capture orbital energy. 🌡️ A deployable liquid-radiator thermal management system controls active operational temperatures. 🔄 The engineering team heavily leverages the component evolution and manufacturing experience gained from developing the Starlink V3 vehicle platform. "The AI satellite is actually much simpler than a Starlink satellite. A Starlink satellite has gigantic phased array antennas, parabolic antennas, and a lot of laser links, making it much more complicated. An AI satellite is essentially a lot of solar cells, a radiator, and you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. A lot of this is technology we've already made for the Starlink V3 satellites." --- 🔌 Interchangeable compute reference designs and high connectivity Elon Musk outlined a modular hardware approach for the satellite's payload, allowing it to house a variety of industry-standard processing units depending on client requirements. This interchangeable compute rack is supported by a high-bandwidth connectivity loop that links separate orbital units together or transmits data directly back to Earth. The core network parameters include: 🧠 Reference designs are fully established to seamlessly accommodate NVIDIA Reuben chips. 💾 The system architecture is built to support alternative setups using NVIDIA GB300 chips. 💻 Custom hardware layouts are explicitly designed to integrate Google TPUs. 🌐 The onboard communications setup delivers roughly 1 terabit of laser link connectivity. ⏱️ The network closes the communication loop directly with the main Starlink constellation at an ultra-low latency of only 3 milliseconds. "Our current reference design is for NVIDIA Reuben chips, or it could be either GB300 or Reuben chips. We'll also have a reference design for TPUs. Essentially, you can put up any existing chips into orbit. There would also be probably something on the order of a terabit of laser link connectivity from the satellite. Then you can connect these racks of compute to each other by the laser links or directly to the Starlink constellations. Light travels 300 kilometers per millisecond, so that's about three milliseconds away." --- 🏭 The "gigasat" AI satellite and solar production hub in Bastrop, Texas Dan Huot highlighted that the primary production hub for this entire hardware ecosystem is anchored at their sprawling complex in Bastrop, Texas, officially designated as the Gigasat factory. Elon Musk verified that construction is already actively underway on the solar manufacturing facility to feed the project's supply line, with plans moving forward to construct the adjacent AI satellite assembly lines. The physical footprint and timeline of this manufacturing hub are defined by the following benchmarks: 🗺️ The company has over 1,000 acres of land currently owned or under contract for the site. 🏢 The manufacturing complex boasts a massive structural building potential exceeding 11 million square feet. ⚙️ The facility will vertically integrate production to manufacture solar ingots, wafers, solar cells, and completed AI satellites. 📅 Both the solar and AI satellite production lines are targeted to be operational at a viable volume by the end of next year. "We're going to be building a lot of satellites and we're going to be building them here in Bastrop. We already have the solar manufacturing facility under construction, and then we will be building out the AI sat production building soon. We expect to have the AI sat production, the solar production, and all of that operating at some reasonable volume by the end of next year." --- 🏢 The 100-million-square-foot "terafab" chip factory Elon Musk revealed a massive, long-term scaling strategy to build an immense chip manufacturing facility dubbed the "terafab" to completely bypass global semiconductor volume constraints. This manufacturing infrastructure is designed to transition the company into next-generation industrial scaling by producing highly specialized computing components at an unprecedented volume. The scale of this infrastructure project is defined by several extraordinary engineering and production benchmarks: 🏭 The colossal factory is projected to span approximately 100 million square feet, making it ten times larger than the current Tesla Gigafactory Texas. ⚡ The facility is structurally engineered to achieve a massive manufacturing output of 1 terawatt per year once fully operational. 📦 This unprecedented physical footprint provides the capacity required to manufacture 1 billion full-reticle equivalent chips annually. 🔌 Each individual chip manufactured by the facility is designed to run at a power capacity of 1 kilowatt. 🇺🇸 The total scaled output of the facility represents an energy footprint that is exactly double the current annual electricity consumption of the entire United States. "In order to get to the next order of magnitude, you need a gigantic chip factory. To give you a sense of scale here, we expect that the terafab is going to be around 100 million square feet, which is 10 times the size of the Tesla Gigafactory Texas. From a logic die standpoint, that's like having a billion chips per year with a kilowatt per reticle, scaling to a terawatt per year. That is twice the current electricity consumption of the United States." --- 📶 Next-generation high-volume Starlink terminals Dan Huot and Elon Musk introduced their next-generation Starlink user terminals, which have been redesigned specifically to achieve massive manufacturing throughput. Elon Musk pointed out that these newer models will be produced in vastly higher volumes than current hardware designs to fulfill their long-term global deployment targets: 📈 The upgraded user hardware is manufactured at a much higher volume capacity than existing units. 🌍 The company's ultimate target is to successfully deploy a few hundred million of these next-generation terminals worldwide. "In fact, these are the new Starlink terminals, which we made in much higher volume than the current terminals. Ultimately, we think there's probably going to be a few hundred million Starlink terminals out there." --- 📈 Aspirational timeline for orbital AI compute scaling Elon Musk laid out an ambitious, multi-year execution timeline detailing how the company plans to progressively scale space-based processing power. The roadmap targets an initial run-rate by the end of next year and sets an aggressive pace to increase total operational capacity sequentially through a structured, multi-phase timeline: 1️⃣ The initial target aims to hit an annualized run-rate of 1 gigawatt of space AI compute by the end of next year. 2️⃣ The capacity scales to an annualized rate of 10 gigawatts within the next two and a half years. 3️⃣ The operational envelope expands to reach 100 gigawatts in three and a half years. 4️⃣ The long-term deployment plan scales directly to a full terawatt capacity per year using the output of the terafab. "The goal is to get to roughly an annualized rate of a gigawatt per year by the end of next year in terms of space AI compute. Then aspirationally, we want to scale that by an order of magnitude per year. In two and a half years, hitting an annualized rate of 10 gigawatts a year in space, and in three and a half years, maybe a hundred gigawatts, going beyond that with the terafab to scale to a terawatt per year." --- 🌕 Ultimate scaling via lunar production and mass drivers Elon Musk explained that scaling three orders of magnitude past a single terawatt forces a transition completely off-planet to avoid the logistical penalty of Earth's deep gravity well. The vision relies on establishing manufacturing infrastructure directly on the moon to leverage localized resource loops and zero-atmosphere physics: 🌙 The company plans to establish localized raw production lines on the moon to fabricate solar panels, photovoltaics, and radiators from lunar materials. ⚡ Manufacturing components locally avoids the massive fuel and mass penalties of transporting heavy structural materials from Earth. 🧲 Because the moon has no atmosphere and only one-sixth of Earth's gravity, the facility will utilize an electromagnetic mass driver to launch completed satellites. 🚀 Operating essentially as a linear electric motor rail gun, this mechanism will shoot fully assembled AI satellites straight into deep space without relying on chemical rockets. "The only way that we can really see that you can achieve that is on the moon with a mass driver, essentially where you do local production of photovoltaics, solar panels, and radiators on the moon. Because the moon has no atmosphere and only one-sixth Earth's gravity, you can accelerate the AI satellites into deep space without a rocket. You can basically shoot them into space using an electromagnetic gun, like a rail gun type—it's basically a linear electric motor."

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