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Lumentum CEO Michael Hurlston explains the laser math behind AI compute: Every pluggable light source needs 8 lasers, each rack holds around a thousand light sources, so a single rack needs ~8,000 lasers, which adds up to hundreds of millions across the industry. "For scale-up optics, the idea from...

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Fireside Alpha

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23,167 görüntüleme • 11 gün önce •via X (Twitter)

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NEW: Lumentum (NASDAQ: $LITE ) CEO Michael Hurlston on the Optics Boom How Lasers Are Transforming AI Data Centers "We're being asked by hyperscalers to deploy in millions, tens of millions of units." "You're not gonna have birds burning up as these lasers shoot data down to the Earth, right?" "Copper can't carry these signals the distances they need to go. You have more & more optics now coming into the data center." We cover: › Why AI is replacing copper with light › Birds vs. space lasers › Space lasers & the future of the internet › Why we're spending $10T moving data from kilometers to millimeters › Lumentum's 3x revenue growth in just 5 quarters › Stock went up 1000% › U.S.-China geopolitics in optical networking › The manufacturing bottlenecks facing optical infrastructure Michael Hurlston became President & CEO of Lumentum (LITE) on February 7, 2025. Fifteen months later the company reported record quarterly revenue of $808.4M, up 90% year over year, joined the Nasdaq-100, & took a $2B investment from Nvidia. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michael Hurlston, CEO at Lumentum Holdings (00:58) Backstage with Tony Kim at RAISE Summit (01:53) What optical connectivity actually means (03:31) The $10 trillion irony of the data center build-out (05:37) Scaling up inside a data center (08:38) 3x revenue in 5 quarters (10:13) From Finisar to Synaptics to Lumentum (11:51) Why Lumentum went all-in on data centers (13:10) Why space is the next big market for optical lasers (14:06) Debunking laser myths (space vs birds) (16:40) Why copper is about to disappear from the server rack (19:00) The geopolitics of the optical supply chain (20:16) The advice that shaped Michael's path
23:56

NEW: Lumentum (NASDAQ: $LITE ) CEO Michael Hurlston on the Optics Boom How Lasers Are Transforming AI Data Centers "We're being asked by hyperscalers to deploy in millions, tens of millions of units." "You're not gonna have birds burning up as these lasers shoot data down to the Earth, right?" "Copper can't carry these signals the distances they need to go. You have more & more optics now coming into the data center." We cover: › Why AI is replacing copper with light › Birds vs. space lasers › Space lasers & the future of the internet › Why we're spending $10T moving data from kilometers to millimeters › Lumentum's 3x revenue growth in just 5 quarters › Stock went up 1000% › U.S.-China geopolitics in optical networking › The manufacturing bottlenecks facing optical infrastructure Michael Hurlston became President & CEO of Lumentum (LITE) on February 7, 2025. Fifteen months later the company reported record quarterly revenue of $808.4M, up 90% year over year, joined the Nasdaq-100, & took a $2B investment from Nvidia. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michael Hurlston, CEO at Lumentum Holdings (00:58) Backstage with Tony Kim at RAISE Summit (01:53) What optical connectivity actually means (03:31) The $10 trillion irony of the data center build-out (05:37) Scaling up inside a data center (08:38) 3x revenue in 5 quarters (10:13) From Finisar to Synaptics to Lumentum (11:51) Why Lumentum went all-in on data centers (13:10) Why space is the next big market for optical lasers (14:06) Debunking laser myths (space vs birds) (16:40) Why copper is about to disappear from the server rack (19:00) The geopolitics of the optical supply chain (20:16) The advice that shaped Michael's path

Molly O’Shea

152,337 görüntüleme • 10 gün önce

Free Electron Lasers(FEL) look like the future of EUV lithography. This is how most EUV light is made today: A powerful laser hits tiny molten tin droplets thousands of times per second. The droplets turn into plasma and release the extreme ultraviolet light used to print the smallest features on advanced chips. It works, but it comes with clear limits. The process creates debris that contaminates the mirrors, the usable power is restricted, and the overall energy efficiency is low. A Free Electron Laser(FEL) takes a completely different approach. It accelerates electrons to nearly the speed of light and sends them through a series of alternating magnets called an undulator. As the electrons move through the magnetic field they emit clean, coherent EUV light. No tin. No plasma debris. Higher power output. Better efficiency. Narrower spectrum. And in the right design, one source can feed multiple lithography machines at the same time. Those advantages add up. Cleaner light means less downtime and lower maintenance. Higher power means faster throughput and fewer stochastic defects. Better efficiency means lower operating costs at scale. The ability to supply several scanners from a single source changes the economics of a large fab. China is also exploring this route. Research groups there have published designs and studies on energy-recovery Free Electron Lasers specifically for EUV lithography, seeing it as a way to move beyond the limits of current tin-based sources. This is why many see Free Electron Lasers as one of the real long-term paths for next-generation chipmaking. The current method got the industry here. FEL looks like the technology that can take it further.
1:22

Free Electron Lasers(FEL) look like the future of EUV lithography. This is how most EUV light is made today: A powerful laser hits tiny molten tin droplets thousands of times per second. The droplets turn into plasma and release the extreme ultraviolet light used to print the smallest features on advanced chips. It works, but it comes with clear limits. The process creates debris that contaminates the mirrors, the usable power is restricted, and the overall energy efficiency is low. A Free Electron Laser(FEL) takes a completely different approach. It accelerates electrons to nearly the speed of light and sends them through a series of alternating magnets called an undulator. As the electrons move through the magnetic field they emit clean, coherent EUV light. No tin. No plasma debris. Higher power output. Better efficiency. Narrower spectrum. And in the right design, one source can feed multiple lithography machines at the same time. Those advantages add up. Cleaner light means less downtime and lower maintenance. Higher power means faster throughput and fewer stochastic defects. Better efficiency means lower operating costs at scale. The ability to supply several scanners from a single source changes the economics of a large fab. China is also exploring this route. Research groups there have published designs and studies on energy-recovery Free Electron Lasers specifically for EUV lithography, seeing it as a way to move beyond the limits of current tin-based sources. This is why many see Free Electron Lasers as one of the real long-term paths for next-generation chipmaking. The current method got the industry here. FEL looks like the technology that can take it further.

Joe Hansen

71,021 görüntüleme • 1 gün önce

Lumentum CEO Michael Hurlston says AI's indium phosphide laser shortage will get worse than the memory crunch, and it's why Nvidia backed both $LITE and its biggest rival, Coherent $COHR. "The numbers of lasers that those kind of customers (telecom) would deploy are in the hundreds, right? Now we're talking about hundreds of millions." "So, for us to get our fabrication facilities up the curve to go from thousands of wafers to millions of wafers is no small feat." "You've covered us for a long time. We've now put online five different wafer fabs. There's a different material. This is not CMOS." "It's called indium phosphide, right? A very complicated name, but it's basically something that can emit light. It's a property, a material that can emit light, and we have five indium phosphide fabs that we're trying to ramp to scale." "We see a huge shortage, and that's one of the reasons, I think, Nvidia invested in Lumentum and invested in one of our largest competitors, who also has incredible indium phosphide manufacturing capability." "Between the two of us, I don't think we can service the demand that Nvidia and others are now putting on us to solve this resistance problem in the data center. And so, the shortage of indium phosphide, I think, will become even more acute than what we see from the memory guys."
1:26

Lumentum CEO Michael Hurlston says AI's indium phosphide laser shortage will get worse than the memory crunch, and it's why Nvidia backed both $LITE and its biggest rival, Coherent $COHR. "The numbers of lasers that those kind of customers (telecom) would deploy are in the hundreds, right? Now we're talking about hundreds of millions." "So, for us to get our fabrication facilities up the curve to go from thousands of wafers to millions of wafers is no small feat." "You've covered us for a long time. We've now put online five different wafer fabs. There's a different material. This is not CMOS." "It's called indium phosphide, right? A very complicated name, but it's basically something that can emit light. It's a property, a material that can emit light, and we have five indium phosphide fabs that we're trying to ramp to scale." "We see a huge shortage, and that's one of the reasons, I think, Nvidia invested in Lumentum and invested in one of our largest competitors, who also has incredible indium phosphide manufacturing capability." "Between the two of us, I don't think we can service the demand that Nvidia and others are now putting on us to solve this resistance problem in the data center. And so, the shortage of indium phosphide, I think, will become even more acute than what we see from the memory guys."

Fireside Alpha

598,165 görüntüleme • 12 gün önce

James on YouTube blue light room drilling craft room analysis...🧐🤔 Many are speculating that the light in James room is from a external bulb or source but here is a overlay from his previous video of him taking out the bulbs on that side of the room and when the blue light occurred hard to sell but if u look there is no bulb there no bulb on that side of the room period. No light source and the back of the room doesn’t have a window or anything period.
0:24

James on YouTube blue light room drilling craft room analysis...🧐🤔 Many are speculating that the light in James room is from a external bulb or source but here is a overlay from his previous video of him taking out the bulbs on that side of the room and when the blue light occurred hard to sell but if u look there is no bulb there no bulb on that side of the room period. No light source and the back of the room doesn’t have a window or anything period.

UFO mania

86,684 görüntüleme • 8 ay önce

In our last conversation, Gavin said data centers in space will be the most important thing in 3-4 years. He explains that means "racks in space" and thinks orbital compute will solve the watts shortage: "When people hear data centers in space, they picture a Pentagon-sized building in space. That's not what it is. A Blackwell rack weighs 3,000 pounds. It's eight feet high. Four feet deep. Three feet wide. It's racks in space. It has these solar wings that are probably 500 feet long on each side. You keep it in a Sun-synchronous orbit, so those solar panels are always in the sun. And then because it's in an exactly Sun-synchronous orbit, the radiator, which extends behind it for hundreds of feet is in the shade. You link these racks using lasers traveling through vacuum which are already on every Starlink. SpaceX operates the world's largest satellite fleet, which is 98 or 99% of all satellites in orbit. Every Starlink, they're cooling it today. I think Starlink V3 is going to operate at 20 kilowatts. A Blackwell rack is only 100 kilowatts. And people talk a lot about density. Well, if you're connecting the racks with lasers through vacuum, you can make the rack bigger physically. In space, there's all sorts of things that SpaceX can do. They also now operate the largest data center on Earth. I've spent a lot of time at Starbase over the years, and I've talked to a lot of SpaceX engineers. It is the most talented group of engineers on planet Earth, and they're very confident they have solved this."
2:30

In our last conversation, Gavin said data centers in space will be the most important thing in 3-4 years. He explains that means "racks in space" and thinks orbital compute will solve the watts shortage: "When people hear data centers in space, they picture a Pentagon-sized building in space. That's not what it is. A Blackwell rack weighs 3,000 pounds. It's eight feet high. Four feet deep. Three feet wide. It's racks in space. It has these solar wings that are probably 500 feet long on each side. You keep it in a Sun-synchronous orbit, so those solar panels are always in the sun. And then because it's in an exactly Sun-synchronous orbit, the radiator, which extends behind it for hundreds of feet is in the shade. You link these racks using lasers traveling through vacuum which are already on every Starlink. SpaceX operates the world's largest satellite fleet, which is 98 or 99% of all satellites in orbit. Every Starlink, they're cooling it today. I think Starlink V3 is going to operate at 20 kilowatts. A Blackwell rack is only 100 kilowatts. And people talk a lot about density. Well, if you're connecting the racks with lasers through vacuum, you can make the rack bigger physically. In space, there's all sorts of things that SpaceX can do. They also now operate the largest data center on Earth. I've spent a lot of time at Starbase over the years, and I've talked to a lot of SpaceX engineers. It is the most talented group of engineers on planet Earth, and they're very confident they have solved this."

Patrick OShaughnessy

268,098 görüntüleme • 2 ay önce

Yesterday everyone sold optics because "CPO is delayed to 2027." Today I'm looking at this video of an $NVDA CPO switch running in production at Lambda, wired into GB300 clusters. Both headlines are true. CPO at the SWITCH is shipping now, 144 ports of 800G, liquid cooled, roughly 70% less power per port than pluggable optics. CPO at the GPU, the version that kills the module makers, that's the 2027-28 story, and it always was. Why does the switch get light first? Because the back end fabric is 86% of networking power in these clusters. At GB300 scale the network isn't plumbing anymore, it's part of the compute. Every watt you don't burn moving bits is a watt that generates tokens. Tokens per watt is the metric now. And the detail nobody will talk about again is even inside NVIDIA's most advanced CPO switch, the lasers sit OUTSIDE the package. 18 swappable lightsource modules. Field serviceable, because lasers fail. Pluggable, near package, copackaged, doesn't matter. Every road still runs through the laser makers…
0:20

Yesterday everyone sold optics because "CPO is delayed to 2027." Today I'm looking at this video of an $NVDA CPO switch running in production at Lambda, wired into GB300 clusters. Both headlines are true. CPO at the SWITCH is shipping now, 144 ports of 800G, liquid cooled, roughly 70% less power per port than pluggable optics. CPO at the GPU, the version that kills the module makers, that's the 2027-28 story, and it always was. Why does the switch get light first? Because the back end fabric is 86% of networking power in these clusters. At GB300 scale the network isn't plumbing anymore, it's part of the compute. Every watt you don't burn moving bits is a watt that generates tokens. Tokens per watt is the metric now. And the detail nobody will talk about again is even inside NVIDIA's most advanced CPO switch, the lasers sit OUTSIDE the package. 18 swappable lightsource modules. Field serviceable, because lasers fail. Pluggable, near package, copackaged, doesn't matter. Every road still runs through the laser makers…

Nicholas Mugalli

108,542 görüntüleme • 1 ay önce

🚨STARLINK IS LITERALLY USING SPACE LASERS TO SEND INTERNET AROUND THE PLANET Apparently, Starlink satellites actually talk to each other using laser beams in space. Instead of bouncing signals back and forth between Earth stations, the satellites just pass data between themselves up in orbit, which means faster speeds, lower lag, and coverage in the absolute middle of nowhere. It’s basically a giant internet spiderweb in the sky, powered by lasers… No big deal. Source: TiffinTech via YouTube Starlink
1:01

🚨STARLINK IS LITERALLY USING SPACE LASERS TO SEND INTERNET AROUND THE PLANET Apparently, Starlink satellites actually talk to each other using laser beams in space. Instead of bouncing signals back and forth between Earth stations, the satellites just pass data between themselves up in orbit, which means faster speeds, lower lag, and coverage in the absolute middle of nowhere. It’s basically a giant internet spiderweb in the sky, powered by lasers… No big deal. Source: TiffinTech via YouTube Starlink

Mario Nawfal

31,187 görüntüleme • 6 ay önce

It's wild what you can one-shot with Gemini 3 and Nano Banana Pro in AIS. Here's an app to relight an image: > Use a 3D environment with a bust of a person and a light source, I should be able to move the light source around to cast shadows in different ways, add multiple light sources, etc. Then I should be able to capture the scene, pass it alongside an input image to Nano Banana Pro to change the lighting on an input
0:43

It's wild what you can one-shot with Gemini 3 and Nano Banana Pro in AIS. Here's an app to relight an image: > Use a 3D environment with a bust of a person and a light source, I should be able to move the light source around to cast shadows in different ways, add multiple light sources, etc. Then I should be able to capture the scene, pass it alongside an input image to Nano Banana Pro to change the lighting on an input

fofr

25,907 görüntüleme • 8 ay önce

.DNI Tulsi Gabbard joined President Donald J. Trump in the Oval Office to celebrate Diwali: “While [today] is a celebration of hope, light, and renewal, we can never forget that the source of that hope, light, and renewal comes from God’s love for every single one of us.”
0:37

.DNI Tulsi Gabbard joined President Donald J. Trump in the Oval Office to celebrate Diwali: “While [today] is a celebration of hope, light, and renewal, we can never forget that the source of that hope, light, and renewal comes from God’s love for every single one of us.”

Office of the DNI

227,446 görüntüleme • 9 ay önce

She drives so nice… and look at that consumption considering I was in traffic most of the time 😳. Audis are soft, easy and nimble… compared to other Germany cars. The steering is feather-light 👌…. Now I understand why the steering rack is shafting guys.
0:25

She drives so nice… and look at that consumption considering I was in traffic most of the time 😳. Audis are soft, easy and nimble… compared to other Germany cars. The steering is feather-light 👌…. Now I understand why the steering rack is shafting guys.

Duke Laston 🇰🇪

11,481 görüntüleme • 5 ay önce

Universities teach many erroneous models. One example of a misleading teaching is the Newtonian model of the prism. A man named Johann Goethe corrected and complimented Newton's model about 100 years after Newton. It is not the same light passing through the prism and distributing. It is a brand-new light with each beam of color. The primary light hitting the prism is extinguished by the electrons making up the glass of the prism itself. Those same electrons re-emit a brand new light from each angle. That process happens at the rate of c. Serving the illusion that the original white light came it... separated and exited to continue on. Most people rely on outdated text books or the Pink Floyd album cover "Dark Side of the Moon" to get their information about light and color and prisms. The depictions of light "splitting" and "bending" through a prism based on their color is false. (See first comments for attached images and substantiation) I filmed these videos playing around with prisms, lasers, magnifying glasses, mirrors, slits, and colored filters. I've gained my own perspectives on light and color over the years from real world, hands-on experimentation and observation. Most people have never held a real glass prism their own hands and done the tests to see for themselves. 2 prisms for $10 Harmonics of Light and Sound: This guy said his units were confiscated by the FBI and he was threatened not to pursue manufacturing them. The unit is simply a light with a magnifying glass and colored filters to isolate the light. Like burning an ant with a focal point... but with a specific color. The lens can spin and create a stroboscopic effect in an isolated band. The inventor claimed it healed stuff. Dinshah Spectro-Chrome Machine - Tour and Explanation Magenta monochromatic ray of shadow - Pehr Sahlstrom: Color and Physics, Newton versus Goethe - Pehr Sahlstrom: Thomas Joseph Brown Color Theory: Clay Taylor Color Theory: Testing the "Rightness" of relativity. The impossibility of proving something through experiments. Laser and Mirror observation: It's never the same light. Re-emission Example: I put this interactive page together going back and forth with ChatGPT to code using Javascript. Here is a video playing with the slide controls to show 3 different sinewaves (3 different lights/emissions). The packets are ALWAYS in phase from medium to medium. The frequency shifts BECAUSE the velocity of light shifts. NOT a Doppler shift of "the same light" distorting within the same frame of reference. It's a brand new light at each point. The incoming light is a different frame of reference. All the light you ever see is the re-emitted light from the electrons making up yourself. Propagation and Re-Emission of Light: Dr. Edward Dowdye Slides - LOTS of math and context. E.H. Dowdye, Can Stars BEND LIGHT? General Relativity and Gravity with Dr. Edward Dowdye Challenges to Gravitational Lensing and More: 71 Part Video Series (Each vid is 1 min - 1 and a hafl min) The Rebirth of Classical Physics - Time, Light & Gravity Classical Physics vs Relativity - History, Examples and Alternatives: Illusions of Relativity: Space-Time vs Real-Time The Rebirth of Classical Physics: Time, Light & Gravity - Article Packed with Info & Links Thought Experiment for Light and Absolute Time. (This scenario got me banned from talking on a Podcast.) "Too off the rails."
22:27

Universities teach many erroneous models. One example of a misleading teaching is the Newtonian model of the prism. A man named Johann Goethe corrected and complimented Newton's model about 100 years after Newton. It is not the same light passing through the prism and distributing. It is a brand-new light with each beam of color. The primary light hitting the prism is extinguished by the electrons making up the glass of the prism itself. Those same electrons re-emit a brand new light from each angle. That process happens at the rate of c. Serving the illusion that the original white light came it... separated and exited to continue on. Most people rely on outdated text books or the Pink Floyd album cover "Dark Side of the Moon" to get their information about light and color and prisms. The depictions of light "splitting" and "bending" through a prism based on their color is false. (See first comments for attached images and substantiation) I filmed these videos playing around with prisms, lasers, magnifying glasses, mirrors, slits, and colored filters. I've gained my own perspectives on light and color over the years from real world, hands-on experimentation and observation. Most people have never held a real glass prism their own hands and done the tests to see for themselves. 2 prisms for $10 Harmonics of Light and Sound: This guy said his units were confiscated by the FBI and he was threatened not to pursue manufacturing them. The unit is simply a light with a magnifying glass and colored filters to isolate the light. Like burning an ant with a focal point... but with a specific color. The lens can spin and create a stroboscopic effect in an isolated band. The inventor claimed it healed stuff. Dinshah Spectro-Chrome Machine - Tour and Explanation Magenta monochromatic ray of shadow - Pehr Sahlstrom: Color and Physics, Newton versus Goethe - Pehr Sahlstrom: Thomas Joseph Brown Color Theory: Clay Taylor Color Theory: Testing the "Rightness" of relativity. The impossibility of proving something through experiments. Laser and Mirror observation: It's never the same light. Re-emission Example: I put this interactive page together going back and forth with ChatGPT to code using Javascript. Here is a video playing with the slide controls to show 3 different sinewaves (3 different lights/emissions). The packets are ALWAYS in phase from medium to medium. The frequency shifts BECAUSE the velocity of light shifts. NOT a Doppler shift of "the same light" distorting within the same frame of reference. It's a brand new light at each point. The incoming light is a different frame of reference. All the light you ever see is the re-emitted light from the electrons making up yourself. Propagation and Re-Emission of Light: Dr. Edward Dowdye Slides - LOTS of math and context. E.H. Dowdye, Can Stars BEND LIGHT? General Relativity and Gravity with Dr. Edward Dowdye Challenges to Gravitational Lensing and More: 71 Part Video Series (Each vid is 1 min - 1 and a hafl min) The Rebirth of Classical Physics - Time, Light & Gravity Classical Physics vs Relativity - History, Examples and Alternatives: Illusions of Relativity: Space-Time vs Real-Time The Rebirth of Classical Physics: Time, Light & Gravity - Article Packed with Info & Links Thought Experiment for Light and Absolute Time. (This scenario got me banned from talking on a Podcast.) "Too off the rails."

TheRealVerbz (Jason Verbelli)

44,361 görüntüleme • 1 yıl önce

NEWS: Each new Starlink V3 satellite carries six space lasers moving 400 gigabits each The lasers connect the satellites to each other, forming a mesh in orbit that can route your data between almost any two points on Earth without touching the ground. Together they add up to a petabit-scale network, and the paths are redundant. If one link is busy or blocked, traffic reroutes through another satellite. This is why Starlink can work in the middle of an ocean or a desert. Data hops satellite to satellite by laser, then drops down only where it needs to. It is the same laser tech NASA just chose to beam 4K video from its Orion Moon spacecraft. (Source: Starlink, July 17)
0:40

NEWS: Each new Starlink V3 satellite carries six space lasers moving 400 gigabits each The lasers connect the satellites to each other, forming a mesh in orbit that can route your data between almost any two points on Earth without touching the ground. Together they add up to a petabit-scale network, and the paths are redundant. If one link is busy or blocked, traffic reroutes through another satellite. This is why Starlink can work in the middle of an ocean or a desert. Data hops satellite to satellite by laser, then drops down only where it needs to. It is the same laser tech NASA just chose to beam 4K video from its Orion Moon spacecraft. (Source: Starlink, July 17)

Muskonomy

14,851 görüntüleme • 22 gün önce

The speed of light is too slow. That is the buried physics problem inside Elon Musk's plan for 1 million AI satellites, and his solution is a constellation that refuses to think together. The world pictures the same machine, a million Starlink satellites wired into one giant brain in the sky. Physics vetoes it on contact. Inside a single ground rack, AI chips exchange 260 terabytes a second across 2 meters of copper and synchronize in millionths of a second. Between satellites hundreds of kilometers apart, light itself needs a full millisecond to cross the gap, a thousand times too slow. The fastest thing that exists cannot keep up with the conversation inside one server rack. A computer cannot be stretched across the sky. Think about it. Maybe Elon will agree. So SpaceX collapsed the computer into the satellite. The spacecraft is the rack. Each AI1 carries a complete data center rack's worth of compute, 120 kilowatts on average, on wings spanning 70 meters, wider than a Boeing 747 jet. The spec Elon posted today pushes further, a full NVIDIA Rubin rack in every Starlink satellite, 72 GPUs, 250 kilowatts peak. Nothing important ever leaves the machine. The weights, the memory, the model itself, all stay home. The laser links between Starlink satellites carry questions and finished answers, never the thinking in between. For 20 odd years computing moved in one direction, toward the cloud, thousands of machines pretending to be one. Orbit just reversed it. A million computers pretending to be nothing but themselves. The moat is not beating the speed of light. If you think about it it is all about building the machine so the most valuable data never enters the race. Two prototypes fly in early 2027. The rocket that has to carry them flies tonight. The piece works out whether the sky becomes one mind or a million. My money is on Elon!
2:40

The speed of light is too slow. That is the buried physics problem inside Elon Musk's plan for 1 million AI satellites, and his solution is a constellation that refuses to think together. The world pictures the same machine, a million Starlink satellites wired into one giant brain in the sky. Physics vetoes it on contact. Inside a single ground rack, AI chips exchange 260 terabytes a second across 2 meters of copper and synchronize in millionths of a second. Between satellites hundreds of kilometers apart, light itself needs a full millisecond to cross the gap, a thousand times too slow. The fastest thing that exists cannot keep up with the conversation inside one server rack. A computer cannot be stretched across the sky. Think about it. Maybe Elon will agree. So SpaceX collapsed the computer into the satellite. The spacecraft is the rack. Each AI1 carries a complete data center rack's worth of compute, 120 kilowatts on average, on wings spanning 70 meters, wider than a Boeing 747 jet. The spec Elon posted today pushes further, a full NVIDIA Rubin rack in every Starlink satellite, 72 GPUs, 250 kilowatts peak. Nothing important ever leaves the machine. The weights, the memory, the model itself, all stay home. The laser links between Starlink satellites carry questions and finished answers, never the thinking in between. For 20 odd years computing moved in one direction, toward the cloud, thousands of machines pretending to be one. Orbit just reversed it. A million computers pretending to be nothing but themselves. The moat is not beating the speed of light. If you think about it it is all about building the machine so the most valuable data never enters the race. Two prototypes fly in early 2027. The rocket that has to carry them flies tonight. The piece works out whether the sky becomes one mind or a million. My money is on Elon!

Shanaka Anslem Perera ⚡

56,918 görüntüleme • 23 gün önce

The USS Gerald R Ford, which was recently deployed closer to Israel, will reportedly be transitioning to an advanced laser defense system. The lasers, which travel at the speed of light, are able to burn holes through enemy assets like drones. Firing a single laser beam costs between $1 and $10. For comparison, a defensive missile can cost between $1 million - $10 million. The lasers, which were first tested in 2014, were introduced to combat China's latest hypersonic missiles. The Navy will soon be testing the Hellcat, High Energy Laser Counter Anti-Ship Cruise Missile, a 300-kilowatt laser that would be able to counter a hypersonic weapon. It is unclear if the aircraft carrier is currently equipped with one of the lower kilowatt laser systems.
0:56

The USS Gerald R Ford, which was recently deployed closer to Israel, will reportedly be transitioning to an advanced laser defense system. The lasers, which travel at the speed of light, are able to burn holes through enemy assets like drones. Firing a single laser beam costs between $1 and $10. For comparison, a defensive missile can cost between $1 million - $10 million. The lasers, which were first tested in 2014, were introduced to combat China's latest hypersonic missiles. The Navy will soon be testing the Hellcat, High Energy Laser Counter Anti-Ship Cruise Missile, a 300-kilowatt laser that would be able to counter a hypersonic weapon. It is unclear if the aircraft carrier is currently equipped with one of the lower kilowatt laser systems.

Collin Rugg

12,447,987 görüntüleme • 2 yıl önce

It may feel like much of the world is dark, corrupt, and deteriorating. Like injustice is winning. Like truth and light are dimming. When violence and the killing of children is justified. When politicians turn a blind eye. When media twist narratives to fit an agenda — flooding our screens with distractions, shallowness, and material pursuits. And yet, there is a goodness greater than all of that. A light that heals, replenishes, forgives, and never turns you away. A source far greater to belong to and be strengthened by. It's all around us. And within us. You'll find it, easily, when you seek it. "I am the light of the world. Whoever follows Me will never walk in darkness, but will have the light of life." — John 8:12
0:33

It may feel like much of the world is dark, corrupt, and deteriorating. Like injustice is winning. Like truth and light are dimming. When violence and the killing of children is justified. When politicians turn a blind eye. When media twist narratives to fit an agenda — flooding our screens with distractions, shallowness, and material pursuits. And yet, there is a goodness greater than all of that. A light that heals, replenishes, forgives, and never turns you away. A source far greater to belong to and be strengthened by. It's all around us. And within us. You'll find it, easily, when you seek it. "I am the light of the world. Whoever follows Me will never walk in darkness, but will have the light of life." — John 8:12

iyah may

12,135 görüntüleme • 1 yıl önce

ELON: AI WILL HARNESS THE POWER OF THE SUN AND GALAXY FOR COMPUTE "I think we'll see intelligence continue to scale all the way up to where most of the power of the sun is harnessed for compute and then ultimately most of the power of the galaxy, you know, sort of cloud Kardashev two, Kardashev three scale compute. So I guess once you think of artificial intelligence not as a destination that you reach, but really as part of the overall escalation of intelligence that we are aware of." Source: Jon Hernandez
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ELON: AI WILL HARNESS THE POWER OF THE SUN AND GALAXY FOR COMPUTE "I think we'll see intelligence continue to scale all the way up to where most of the power of the sun is harnessed for compute and then ultimately most of the power of the galaxy, you know, sort of cloud Kardashev two, Kardashev three scale compute. So I guess once you think of artificial intelligence not as a destination that you reach, but really as part of the overall escalation of intelligence that we are aware of." Source: Jon Hernandez

Mario Nawfal

1,667,204 görüntüleme • 8 ay önce

Industrial dance, nothing more! 🕺🏻 But it's not just about dancing. These machines are behind one of the biggest chip producers. TRUMPF laser machines play a key role in the manufacturing processes of ASML. These high-precision lasers are used in the production of critical components for ASML’s EUV (Extreme Ultraviolet) lithography systems. The reliability and accuracy of TRUMPF’s laser technology help enable the nanometer-scale precision required in semiconductor fabrication. So actually, these machines might more relevant to AI and robotics industry than ever!
0:29

Industrial dance, nothing more! 🕺🏻 But it's not just about dancing. These machines are behind one of the biggest chip producers. TRUMPF laser machines play a key role in the manufacturing processes of ASML. These high-precision lasers are used in the production of critical components for ASML’s EUV (Extreme Ultraviolet) lithography systems. The reliability and accuracy of TRUMPF’s laser technology help enable the nanometer-scale precision required in semiconductor fabrication. So actually, these machines might more relevant to AI and robotics industry than ever!

Lukas Ziegler

176,753 görüntüleme • 10 ay önce

Elena Danaan in 2026 about the "Galactic Federation of Worlds" and its different renditions, such as Confederation of Planets, with the following qualification: (Note: "Oraa Nataru Shaari" does not include the word or the notion of "Light". The New Age psyop known as "The Galactic Federation of Light" is a fake construct aiming at distraction. The Galactic Federation of Worlds is real; the Galactic Federation of Light is not. Beware of how the word "light" is often used to lure innocent butterflies seeking their way in the night.) Source: However in 2021, Danaan was very clear that the Galactic Federation of Worlds and Galactic Federation of Light meant the same thing. Danaan changes her position when it suits her cultish agenda, which is to make herself the sole exclusive messenger/Emissary for the Galactic Federation, when in fact there are many other representatives/emissaries.
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Elena Danaan in 2026 about the "Galactic Federation of Worlds" and its different renditions, such as Confederation of Planets, with the following qualification: (Note: "Oraa Nataru Shaari" does not include the word or the notion of "Light". The New Age psyop known as "The Galactic Federation of Light" is a fake construct aiming at distraction. The Galactic Federation of Worlds is real; the Galactic Federation of Light is not. Beware of how the word "light" is often used to lure innocent butterflies seeking their way in the night.) Source: However in 2021, Danaan was very clear that the Galactic Federation of Worlds and Galactic Federation of Light meant the same thing. Danaan changes her position when it suits her cultish agenda, which is to make herself the sole exclusive messenger/Emissary for the Galactic Federation, when in fact there are many other representatives/emissaries.

Michael Salla

24,788 görüntüleme • 1 ay önce

EUV machines are the most complicated tools humans make. Their supply chain has over 10,000 individual suppliers, and any one of them not scaling fast enough can bottleneck the entire AI industry. An EUV tool fires lasers at a tiny tin droplet three times in precise sequence, blasting it hard enough to emit EUV light. That light bounces off 18 multilayer mirrors onto the wafer. Meanwhile, the two platforms inside the machine - one holding the stencil, one holding the chip - are flying back and forth at 9Gs in opposite directions. The successive passes have to land on top of each other to within 3 nanometers. If any part of this is off, yield goes to zero. Take just one component. The mirrors are mostly supplied by Carl Zeiss, who have probably fewer than a thousand people working on them. In turn, Carl Zeiss rely on machines from Switzerland to deposit each of the layers, and use a coating process co-developed with a different German company. None of these companies have woken up. They’re gradually increasing production, but nowhere near the levels necessary for what the labs want by the end of the decade. Dylan Patel predicts production can't scale beyond about 100 EUV machines per year by 2030, no matter how much money gets thrown at the problem. In the medium term this is the key bottleneck on scaling.
4:09

EUV machines are the most complicated tools humans make. Their supply chain has over 10,000 individual suppliers, and any one of them not scaling fast enough can bottleneck the entire AI industry. An EUV tool fires lasers at a tiny tin droplet three times in precise sequence, blasting it hard enough to emit EUV light. That light bounces off 18 multilayer mirrors onto the wafer. Meanwhile, the two platforms inside the machine - one holding the stencil, one holding the chip - are flying back and forth at 9Gs in opposite directions. The successive passes have to land on top of each other to within 3 nanometers. If any part of this is off, yield goes to zero. Take just one component. The mirrors are mostly supplied by Carl Zeiss, who have probably fewer than a thousand people working on them. In turn, Carl Zeiss rely on machines from Switzerland to deposit each of the layers, and use a coating process co-developed with a different German company. None of these companies have woken up. They’re gradually increasing production, but nowhere near the levels necessary for what the labs want by the end of the decade. Dylan Patel predicts production can't scale beyond about 100 EUV machines per year by 2030, no matter how much money gets thrown at the problem. In the medium term this is the key bottleneck on scaling.

Dwarkesh Patel

154,086 görüntüleme • 4 ay önce

Thermal cameras have the ability to show us when objects are behind, versus in front of a light source. So how come when we point it at the moon on a cloudy night...it tells us there are clouds both in front of, AND BEHIND the moon? I thought the moon was 238,000 miles away??🤨
5:36

Thermal cameras have the ability to show us when objects are behind, versus in front of a light source. So how come when we point it at the moon on a cloudy night...it tells us there are clouds both in front of, AND BEHIND the moon? I thought the moon was 238,000 miles away??🤨

₿en Wehrman

18,979 görüntüleme • 4 ay önce