$RDW $LUNR $PL $VOYG $ASTS $RKLB | Low Earth Orbit (LEO) investment surged to over $45B in 2025 as Big Tech pivots to space data centers.

Using 24/7 solar power and vacuum cooling, Amazon Leo and Starcloud are scaling orbital AI compute to bypass Earth’s energy bottlenecks.

$MP $UUUU $UAMY $USAR $LAC $CRML | China is formalizing a "Fortress Economy" in its 2026 to 2030 plan, adding 169M barrels of oil storage and tripling rare earth reserves in Sichuan.

This strategic buffer aims to shield its 20% GDP "New Trio" industries from global trade shocks.

Eightco $ORBS increases its OpenAI stake to $90M, now 30% of its treasury.

Backed by $125M from ARK and $BMNR Bitmine, Eightco holds 277M WLD and 11,068 $ETH Ethereum, positioning as a public proxy for private AI and digital identity in the post AGI era.

$ORBS/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$BMNR/USD H2 #Indicator #Signal #Trading #GlobalOneAI

#ETH/USDT H2 #Indicator #Signal #Trading #GlobalOneAI

A new global report shows that companies like OpenAI are actively building autonomous AI researchers, systems designed to run experiments, write code, and solve complex problems with minimal human input. Early versions could emerge as soon as 2026, with more advanced multi-agent systems targeted around 2028.

At the same time, the world quietly crossed over 4 terawatts of renewable energy capacity, adding 814 GW in a single year. This isn’t just climate progress, it’s the foundation for massive AI infrastructure.

Intelligence is becoming an energy problem 👀!

And the internet itself is shifting. By 2027, AI agents are projected to generate more traffic than humans. A single AI task can explore thousands of pages in seconds, something no human can match.

Acceleration is everywhere

Elon & Jensen: The Two Units of the Intelligence Age

Intelligence is no longer abstract. It is manufactured.

It is built inside data centers, powered by electricity, and scaled through semiconductors, cooling systems, and capital. In the AI era, intelligence is no longer purely biological. It is becoming a physical, industrial system.

And like every industrial system before it, it demands new units of measurement.

In the past, we measured progress through labor, capital, and energy. Today, those are no longer sufficient. We need a way to measure intelligence itself - not as an idea, but as an output.

To do that, we need two units.

The Jensen: Efficiency of Intelligence

A Jensen measures how efficiently we convert energy into intelligence.

Formally: 1 Jensen = tokens per second per watt

It tells us how much cognitive output we can generate from a given unit of energy.

A higher Jensen means:

Better chips
Better models
Better software optimization

It is the intelligence equivalent of miles per gallon.

Two systems consuming the same amount of power can produce vastly different amounts of intelligence depending on their Jensen.

This is the domain of architecture, design, and engineering.

The Elon: Scale of Intelligence

If a Jensen measures efficiency, an Elon measures scale.

1 Elon = 1 gigawatt of sustained AI-optimized compute in operation

An Elon measures the continuous deployment of intelligence.

It captures:

- Data centers actually running models
- Power that is actively converted into cognition
- Systems operating in real time, at scale

An Elon is not just electricity. It is organized, industrialized intelligence in motion.

From Components to Output

Once you define both units, something powerful happens.

You can describe total intelligence production as: Intelligence Output = Jensen × Elon

In units:

Jensen → tokens / second / watt
Elon → watts (at scale)

Together: tokens / second

For the first time, intelligence becomes measurable as a rate of production.

In the Intelligence Age, we will measure it in:

Jensens - how efficiently we create intelligence
Elons - how much intelligence we can run

And ultimately:

Total intelligence produced per second

The Elon - A New Unit of Industrialized Intelligence

Intelligence is no longer abstract. Intelligence is manufactured. It is built inside data centers. It is powered by electricity. It is measured in megawatts.

This means that intelligence is no longer purely biological - it is a physical, industrial phenomenon.

Modern AI isn't limited by ideas. It's constrained by compute throughput, energy availability, intelligence density and deployment speed.

So what would an Elon measure?

One Elon = the sustained operation of one gigawatt of AI-optimized compute capacity.

Not the cost to train it. Not the energy consumed. Not a one-time event. But the continuous rate at which intelligence can be generated, intelligence density improved AND applied.

It is a throughput metric.

So instead of asking "how many GPUs do you have?" - we ask "How many Elons are you running?"

We move from: “We trained a big model” to: “We are running 12 Elons of intelligence capacity.”

It becomes a macroeconomic metric.

If GDP once correlated with labor force size and growth, capital stock, and energy consumption, then in the AI era it increasingly correlates with Elons deployed.

An Elon is not a unit of electricity.

It measures of much artificial cognition a civilization can run continuously.

Another way to think about it: 1 Elon = the cognitive output equivalent of replacing ten million knowledge workers with machine intelligence operating 24/7. Now it becomes tangible. Not kilowatt-hours. But civilizational thinking power.

It shifts the perspective from kilowatt-hours (household scale) to Elons (civilization scale).

And it's fitting that such a measure is called Elon as Elon Musk is the only person that both 1) cares about long-term civilizational survival and 2) is doing anything about it!

In the Intelligence Age, progress will not be measured merely in models released and energy consumed.

It will be measured in Elons.

A Terawatt of compute is massive.

A large, modern nuclear reactor typically produces about 1 gigawatt. You would need 1,000 of these reactors running at full capacity to equal one terawatt.

A single bolt of lightning can peak at roughly 1 terawatt, though it only lasts for a fraction of a second.

The total solar energy hitting the Earth's surface is approximately 173,000 terawatts.

⏳48 hours

Trump just gave Iran an ultimatum.

Open the Strait of Hormuz.

Or the US obliterates Iran's power plants ⚡

Think about what power plant destruction means:

No electricity for 90 million Iranians
Water pumping systems offline
Hospitals dark
Industrial collapse
Winter heating gone

Iran has 48 hours to decide.

And their options are brutal:

🔴 Open Hormuz → lose leverage, look weak, regime credibility collapses

🔴 Refuse → face infrastructure obliteration

🔴 Escalate → trigger full regional war

Every tanker captain in the Gulf is watching that clock right now.
Every oil trader too.

Is this the most important countdown in energy market history?

💥BREAKING: U.S. B-52s have left UK for Iran, reportedly carrying a full payload of 20 bunker buster bombs

The 48 hours is over after only 5 hours.

🇺🇸⏰Trump Issues 48-Hour Ultimatum to Iran:

President Trump issued a dramatic ultimatum via Truth Social, warning that the U.S. will "hit and obliterate" Iran’s power plants - starting with the largest unless the Strait of Hormuz is fully reopened within 48 hours.

This sharp escalation in rhetoric follows intense Iranian missile strikes on southern Israel, which hit cities including Dimona and Arad, injuring over 100 people.

The likely target is the Damavand Combined Cycle Power Plant located in Pakdasht, on the outskirts of Tehran Province.

This facility is Iran's largest power plant by installed capacity, with approximately 2,868 MW. Its strategic importance stems from supplying a substantial portion of electricity to the capital region and the densely populated greater Tehran area.

For context, Iran's total installed electricity generation capacity stands at around 98,800 MW. While Damavand accounts for roughly 2.9% of the national total, its disruption would cause disproportionate and immediate impacts on the country's political and economic center due to the plant's scale and close proximity to Tehran.

🌍☀️ Elon Musk on the true scale of energy:

"The Earth only receives about half a billionth of the Sun’s energy.

The Sun is 99.8% of all mass in the solar system… Earth is in the miscellaneous category.

Earth is like a tiny dust mote in a vast darkness.

The way to actually scale civilization is to scale power in space."

Mind officially blown.

We’re not energy-limited — we’re location-limited. Time to build in space. 🚀🔋

$RKLB

Rocket Lab acquires the kind of companies that power helicopters on Mars.

Powered by SolAeros solar panels, Ingenuity became the first aircraft to achieve controlled, powered flight on another planet.

Incredible footage. Hope to see RKLB enable more missions like this!

$TSLA has built the world’s largest Supercharger station in Lost Hills, California called Oasis.

The site runs on 11 MW of solar and 10 Megapacks storing 39 MWh powering 164 stalls as a self-contained energy system.

AGIBOT Unveils Genie G2: Next-Generation Wheeled Humanoid #Robot

🇪🇺Europe is cracking... Country by country

While Brussels debates strategy, individual nations are already in emergency mode:

🇮🇹 Italy: Windfall taxes on energy companies + tax reductions

🇪🇸 Spain: Emergency package tax cuts, subsidies, rent controls

🇵🇹 Portugal: Legal framework for electricity price caps

🇬🇷 Greece: Caps on fuel profit margins + subsidies

🇦🇹 Austria: Fuel tax cuts + retailer margin caps

🇸🇰 Slovakia: Fuel sales restrictions + differentiated pricing

🇸🇮 Slovenia: Direct fuel price caps via tax reductions

🇭🇷 Croatia: Motor fuel price caps

Every single one of these is a government admitting the same thing:

The market cannot handle this alone.

And every one of these measures has a cost.

Windfall taxes discourage investment.

Price caps create shortages.

Subsidies explode deficits.

Europe rejected Russian gas

Now Europe is capping prices and taxing energy profits to survive 📉

Von der Leyen said "no Russian energy."

9 countries just said "we'll take any measure necessary."

Those two positions cannot coexist for much longer♟️

Putin is still waiting. 🇷🇺

SpaceX's Starship, stacked with its Super Heavy booster, reaches 120 meters tall, eclipsing the Saturn V's 111 meters as the tallest rocket ever built.

Generating over 74 meganewtons of thrust from 33 Raptor engines, it stands as the most powerful by far, nearly double that of its predecessors.

Constructed from stainless steel for reusability and strength, Starship revolutionizes space travel with its focus on rapid turnaround and cost reduction.

This behemoth is key to SpaceX's vision of making humanity multi-planetary, enabling massive cargo and crew transports to Mars.

The ongoing tests at Starbase showcase iterative innovation, turning potential setbacks into breakthroughs.

Advanced features like in-orbit refueling and sophisticated heat shields highlight the deep engineering thought behind it, promising a new chapter in cosmic exploration.

🚨 Samsung Electronics is gearing up to invest a record 110 trillion won ($73.3 billion) in facilities and R&D this year to ride the AI chip boom while keeping major firepower for big acquisitions 🔥

This would mark the company’s largest-ever annual spending.

“As the only global semiconductor player delivering a true one-stop solution across memory, foundry, and advanced packaging, Samsung is locking in leadership in the AI semiconductor era and strengthening its edge in high-value segments like HBM.”