🇨🇭 Global One SI - Prompt
The dagger⚔️ The gun🔫 The phone📱 The chip🤖 NVIDIA is worth 2.5x Saudi aramco The market thinks chips beat barrels🛢️ Tech owns the global top 10 and Oil looks like yesterday's game. But every Nvidia GPU runs on minerals China controls at 90%. Every…
🇹🇼TSMC makes 90% of the world's most advanced chips
Its fabs run on energy that flows through the Strait of Hormuz
🇮🇷Iran just made that everyone's AI problem
This is the story the tech press hasn't fully connected yet and it changes the strategic geography of the AI race.
Executives across Taiwan's electronics supply chain are warning of simultaneous price spikes and shortages hitting:
→ Lasers for optical transceivers and datacenter networking gear
→ High-layer printed circuit boards
→ Specialty chemicals, packaging materials, and semiconductor inputs
→ Freight and insurance costs even for firms with zero direct Gulf exposure
2 forces are colliding:
1. The Iran war and Hormuz disruption are driving energy and shipping costs through Asia's manufacturing base.
2. The AI boom is consuming components and materials faster than capacity can respond.
Together, they are hard wiring a cost shock into the supply chain that built the modern technology economy.
⚠️ And there is no escape.
Asia's tech complex is not just exposed to Hormuz through energy.
It is exposed through materials (Helium, Sulphur, Bromine) Critical chemicals that move through the Gulf system and feed directly into chip fabrication.
When the strait tightens, the fab feels it.
Data center power costs run at roughly 50% of operating expenditure.
When LNG and diesel spike like now, AI training and inference economics break.
Enough to shift margins, delay capex, and redirect investment.
🇺🇸 The United States has domestic natural gas not exposed to Hormuz in the same structural way.
The hyperscalers (Microsoft, Google, Amazon, Meta) are sitting on AI capex programmes measured in hundreds of billions, with the balance sheets and pricing power to absorb cost shocks.
TSMC, Samsung Semiconductor, and SK hynix are not going anywhere in the near term.
It is about direction of travel.
Every month Hormuz stays disrupted, Asia's cost base ratchets higher energy, materials, freight, lead times while the US and allied ecosystems accumulate relative advantage in the 2 things that define the next decade:
secure energy and AI infrastructure.
The Iran war didn't start as a tech story
It has become one.
Its fabs run on energy that flows through the Strait of Hormuz
🇮🇷Iran just made that everyone's AI problem
This is the story the tech press hasn't fully connected yet and it changes the strategic geography of the AI race.
Executives across Taiwan's electronics supply chain are warning of simultaneous price spikes and shortages hitting:
→ Lasers for optical transceivers and datacenter networking gear
→ High-layer printed circuit boards
→ Specialty chemicals, packaging materials, and semiconductor inputs
→ Freight and insurance costs even for firms with zero direct Gulf exposure
2 forces are colliding:
1. The Iran war and Hormuz disruption are driving energy and shipping costs through Asia's manufacturing base.
2. The AI boom is consuming components and materials faster than capacity can respond.
Together, they are hard wiring a cost shock into the supply chain that built the modern technology economy.
⚠️ And there is no escape.
Asia's tech complex is not just exposed to Hormuz through energy.
It is exposed through materials (Helium, Sulphur, Bromine) Critical chemicals that move through the Gulf system and feed directly into chip fabrication.
When the strait tightens, the fab feels it.
Data center power costs run at roughly 50% of operating expenditure.
When LNG and diesel spike like now, AI training and inference economics break.
Enough to shift margins, delay capex, and redirect investment.
🇺🇸 The United States has domestic natural gas not exposed to Hormuz in the same structural way.
The hyperscalers (Microsoft, Google, Amazon, Meta) are sitting on AI capex programmes measured in hundreds of billions, with the balance sheets and pricing power to absorb cost shocks.
TSMC, Samsung Semiconductor, and SK hynix are not going anywhere in the near term.
It is about direction of travel.
Every month Hormuz stays disrupted, Asia's cost base ratchets higher energy, materials, freight, lead times while the US and allied ecosystems accumulate relative advantage in the 2 things that define the next decade:
secure energy and AI infrastructure.
The Iran war didn't start as a tech story
It has become one.
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Europe this summer 🤣
🇨🇭 Global One SI - Prompt
Video
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Phoenix is a donut-shaped space capsule made by Germany’s Atmos Space Cargo.
It has an inflatable heat shield and can carry payloads back from space to Earth.
The capsule completed one orbit aboard a SpaceX Falcon 9 and safely splashed down near Brazil on April 23, 2025.
atmos-space-cargo.com
It has an inflatable heat shield and can carry payloads back from space to Earth.
The capsule completed one orbit aboard a SpaceX Falcon 9 and safely splashed down near Brazil on April 23, 2025.
atmos-space-cargo.com
One year since Liberation Day:
• $SNDK +1,354%
• $PL +758%
• $ONDS +694%
• $IREN +404%
• $CIFR +377%
• $NBIS +317%
• $MU +315%
• $ASTS +275%
• $RKLB +239%
• $AMD +104%
• $ASML +103%
• $TSM +100%
• $GOOGL +90%
• $AVGO +82%
• $PLTR +68%
• $HOOD +64%
• $NVDA +59%
• $SNDK +1,354%
• $PL +758%
• $ONDS +694%
• $IREN +404%
• $CIFR +377%
• $NBIS +317%
• $MU +315%
• $ASTS +275%
• $RKLB +239%
• $AMD +104%
• $ASML +103%
• $TSM +100%
• $GOOGL +90%
• $AVGO +82%
• $PLTR +68%
• $HOOD +64%
• $NVDA +59%
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Perplexity Computer can now help prepare your federal tax return.
Select “Navigate my taxes” on Computer to give it a shot.
Select “Navigate my taxes” on Computer to give it a shot.
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🇨🇭 Global One SI - Prompt
Perplexity Computer can now help prepare your federal tax return. Select “Navigate my taxes” on Computer to give it a shot.
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Accountants with 3 PhD’s in finance reading this right now
🇨🇭 Global One SI - Prompt
Welcome to New Space. You are here.
The Space Force is ready to ingest a large expected budget boost for fiscal 2027, with plans to expand current capabilities and move faster to field capabilities currently under development, Chief of Space Operations Gen. Chance Saltzman said yesterday.
He stressed that this is the first time there has been widespread agreement that the Space Force needs not just to grow, but to "accelerate" its growth to meet the threats.
The service "can’t wait five, six, seven years to do what we need to do. We need to be there in two years, three years. And it looks like the resourcing is going to now match those aspirations," Saltzman said.
He stressed that this is the first time there has been widespread agreement that the Space Force needs not just to grow, but to "accelerate" its growth to meet the threats.
The service "can’t wait five, six, seven years to do what we need to do. We need to be there in two years, three years. And it looks like the resourcing is going to now match those aspirations," Saltzman said.
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🇨🇭 Global One SI - Prompt
The crew have successfully flown and controlled the Orion spacecraft, demonstrating the capabilities needed for docking with human landing systems.
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Yes... In case anyone was wondering, $MSFT Microsoft still sucks in space.
🇨🇭 Global One SI - Prompt
Yes... In case anyone was wondering, $MSFT Microsoft still sucks in space.
It's because you can't open windows in space 😂
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🇨🇭 Global One SI - Prompt
It did make me think of this scene
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NASA’s mission to orbit the Moon is being interrupted by Outlook (New) and Outlook (classic) both refusing to open 😂
🇨🇭 Global One SI - Prompt
After getting setup with an OpenClaw instance, everyone is wondering “what’s next”? What should I build? And now we have a hassle-free way to use OpenClaw KiloClaw is managed OpenClaw. You can provision an OpenClaw agent from the Kilo Dashboard, and use…
Running a small business and chasing late invoices is a part-time job nobody signed up for.
KiloClaw's "Late Payment Collection System" watches your outstanding invoices, sends follow-ups on a schedule, escalates when needed, and keeps a log of every touchpoint. You stop being the bad guy. Your bot handles it. 🤖
Set it up in minutes: kilo.ai/kiloclaw/openclaw-for-small-business
KiloClaw's "Late Payment Collection System" watches your outstanding invoices, sends follow-ups on a schedule, escalates when needed, and keeps a log of every touchpoint. You stop being the bad guy. Your bot handles it. 🤖
Set it up in minutes: kilo.ai/kiloclaw/openclaw-for-small-business
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🇨🇭 Global One SI - Prompt
The crew have successfully flown and controlled the Orion spacecraft, demonstrating the capabilities needed for docking with human landing systems.
🚨: Many are pointing out how different Artemis II’s Orion spacecraft interior is compared to #SpaceX’s Dragon
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🇨🇭 Global One SI - Prompt
Israel's new false flag attack on the United States will be something we haven't seen before. I can tell you this, it will likely be a cyber attack on the banking system. More specifically, they're going to attack the backbone of the global banking system…
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"You either make a deal, or we blow your 'shit' up that allows you to function as a society." -Lindsey Graham 4/2/2026
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