π¨IRAN JUST THREATENED TO DESTROY THE $30,000,000,000 STARGATE AI DATA CENTER.
HERE IS THE FULL TIMELINE. READ EVERY WORD.
The last 34 days changed the future of the internet forever.
March 1, 2026 β
Iran launched Shahed 136 drones at Amazon AWS data centers in UAE and Bahrain. Two of three cloud availability zones DESTROYED. Careem, Emirates NBD, SadaPay β all went offline. Bahrain confirmed: "extinguishing a fire as a result of Iranian aggression." Amazon waived a full month of customer fees. That's how bad it was.
March 20, 2026 β
Stargate UAE broke ground in Abu Dhabi. $30,000,000,000. 10 square miles. 5 gigawatts. 500,000 Nvidia GPUs. Microsoft + OpenAI + G42. The world's AI training center.
March 31, 2026 β
Iran published an official kill list. 18 American tech companies. Legitimate military targets. Apple. Google. Microsoft. Meta. Nvidia. Intel. Oracle. Amazon. Cisco. HP. Tesla. Boeing. IBM. Palantir.
April 2, 2026 β
IRGC claims Oracle data center in Dubai struck. Dubai denied it. But Iran already knows the playbook works.
April 3, 2026 β³ RIGHT NOW
IRGC spokesperson: Iran will destroy the $30,000,000,000 Stargate AI data center. This is an official threat on video.
What's at stake:
π¨ 5 gigawatts of AI power β more than the entire country of Denmark
π¨ 500,000 Nvidia GPUs β the world's AI training backbone
π¨ Partners: Microsoft + OpenAI β the AI backbone of civilization
π¨ Location: Abu Dhabi. Only 2 weeks into construction.
β Iran already proved they hit data centers (Amazon, confirmed)
β They published every US tech target in the Gulf
β They just named Stargate specifically
β One drone strike doesn't just knock out a building
β It knocks out AI training for years
They're showing you "Iran vs. Israel."
They're NOT showing you the world's digital brain is in a war zone.
This is not a Middle East story. This is the most dangerous attack on digital civilization since the internet was invented.
The real war over AI hasn't even started yet.
I'll keep you updated. Turn on notifications. π¨
HERE IS THE FULL TIMELINE. READ EVERY WORD.
The last 34 days changed the future of the internet forever.
March 1, 2026 β
Iran launched Shahed 136 drones at Amazon AWS data centers in UAE and Bahrain. Two of three cloud availability zones DESTROYED. Careem, Emirates NBD, SadaPay β all went offline. Bahrain confirmed: "extinguishing a fire as a result of Iranian aggression." Amazon waived a full month of customer fees. That's how bad it was.
March 20, 2026 β
Stargate UAE broke ground in Abu Dhabi. $30,000,000,000. 10 square miles. 5 gigawatts. 500,000 Nvidia GPUs. Microsoft + OpenAI + G42. The world's AI training center.
March 31, 2026 β
Iran published an official kill list. 18 American tech companies. Legitimate military targets. Apple. Google. Microsoft. Meta. Nvidia. Intel. Oracle. Amazon. Cisco. HP. Tesla. Boeing. IBM. Palantir.
April 2, 2026 β
IRGC claims Oracle data center in Dubai struck. Dubai denied it. But Iran already knows the playbook works.
April 3, 2026 β³ RIGHT NOW
IRGC spokesperson: Iran will destroy the $30,000,000,000 Stargate AI data center. This is an official threat on video.
What's at stake:
π¨ 5 gigawatts of AI power β more than the entire country of Denmark
π¨ 500,000 Nvidia GPUs β the world's AI training backbone
π¨ Partners: Microsoft + OpenAI β the AI backbone of civilization
π¨ Location: Abu Dhabi. Only 2 weeks into construction.
β Iran already proved they hit data centers (Amazon, confirmed)
β They published every US tech target in the Gulf
β They just named Stargate specifically
β One drone strike doesn't just knock out a building
β It knocks out AI training for years
They're showing you "Iran vs. Israel."
They're NOT showing you the world's digital brain is in a war zone.
This is not a Middle East story. This is the most dangerous attack on digital civilization since the internet was invented.
The real war over AI hasn't even started yet.
I'll keep you updated. Turn on notifications. π¨
β1
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DEEP Robotics has deployed its Lynx M20 wheeled-legged quadruped with JD Logistics as a "Cyber Tea Farmer."
Max payload upto 50kg translates to multiple baskets or crates per trip, optimizing collection efficiency from scattered harvest sites.
Max payload upto 50kg translates to multiple baskets or crates per trip, optimizing collection efficiency from scattered harvest sites.
π1
π₯ US macroeconomic data:
βͺοΈ Unemployment rate (March)
FACT: 4.3%
FORECAST: 4.4%
PREVIOUS.: 4.4%
βͺοΈ Change in the number of employed in the non-agricultural sector (March)
FACT: 178K
FORECAST: 65K
PREVIOUS.: -92K
βͺοΈ Average hourly wage (compared to the same period last year) (y/y) (March)
FACT: 3.5%
FORECAST: 3.7%
PREVIOUS.: 3.8%
βͺοΈ Average hourly wage (m/m) (March)
FACT: 0.2%
FORECAST: 0.3%
PREVIOUS.: 0.4%
βͺοΈ Unemployment rate (March)
FACT: 4.3%
FORECAST: 4.4%
PREVIOUS.: 4.4%
βͺοΈ Change in the number of employed in the non-agricultural sector (March)
FACT: 178K
FORECAST: 65K
PREVIOUS.: -92K
βͺοΈ Average hourly wage (compared to the same period last year) (y/y) (March)
FACT: 3.5%
FORECAST: 3.7%
PREVIOUS.: 3.8%
βͺοΈ Average hourly wage (m/m) (March)
FACT: 0.2%
FORECAST: 0.3%
PREVIOUS.: 0.4%
#oil
π’ Donald Trump: A little more time β and we will easily open the Strait of Hormuz, take control of the oil and make a fortune. This will become a real "oil fountain" for the whole world???
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π1
π¨π Global One SI - Prompt
$VELO/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$VELO - a key player in advanced metal 3D printing π’
With customers like #anduriltech and #SpaceX the story is getting interesting.
Would really value your thoughts...
With customers like #anduriltech and #SpaceX the story is getting interesting.
Would really value your thoughts...
β1π₯1
The Laser Layer: Every optical system starts with a laser. No laser. No photons. No scaling.
Thatβs why $SIVE is gaining traction across the ecosystem and emerging as a key InP laser supplier. $SIVEF #Photonics #InP
Thatβs why $SIVE is gaining traction across the ecosystem and emerging as a key InP laser supplier. $SIVEF #Photonics #InP
CPO Landscape Mirae Analyst Note:
Scale-Across:
CPO ASIC: $AVGO, $MRVL
Optical Transceiver: $COHR, $LITE, Innolight
DSP/PAM4: $AVGO, $MRVL
Coherent DCI: $CIEN, $NOK
OCS Equipment: iPronics, Polatis
Optical Cable / Fiber: $GLW, Prysmian, Furukawa
HCF: $LITE, OFS
DCI Coherent: Ciena, Nokia, Huawei
Optical Amplifier: $LITE, $COHR
OCS Gateway: KDDI
Scale-Up:
SiPh Foundry: imec, $GFS, $TSM
SiPh Modulator: $NVDA (in-house MRM), $INTC
ELS: NTT, Furukawa, $LITE, $COHR
THz Interconnect: R&D Stage?
CPO Test: "Expanding entry of new players"
Micro Lens / Optical Systems: "Expanding entry of new players"
TLDR: Scale Up CPO is coming next. Think the analyst note missed a bunch of upstream names and conflated ELS with light source.
But it's helpful to see who they think the leading players are as a very high-level view.
Scale-Across:
CPO ASIC: $AVGO, $MRVL
Optical Transceiver: $COHR, $LITE, Innolight
DSP/PAM4: $AVGO, $MRVL
Coherent DCI: $CIEN, $NOK
OCS Equipment: iPronics, Polatis
Optical Cable / Fiber: $GLW, Prysmian, Furukawa
HCF: $LITE, OFS
DCI Coherent: Ciena, Nokia, Huawei
Optical Amplifier: $LITE, $COHR
OCS Gateway: KDDI
Scale-Up:
SiPh Foundry: imec, $GFS, $TSM
SiPh Modulator: $NVDA (in-house MRM), $INTC
ELS: NTT, Furukawa, $LITE, $COHR
THz Interconnect: R&D Stage?
CPO Test: "Expanding entry of new players"
Micro Lens / Optical Systems: "Expanding entry of new players"
TLDR: Scale Up CPO is coming next. Think the analyst note missed a bunch of upstream names and conflated ELS with light source.
But it's helpful to see who they think the leading players are as a very high-level view.
π1
π¨π Global One SI - Prompt
Photo
I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with names like $AAOI, $AXTI $LITE, $COHR.
-> Doing it again now by adding heavily toward SiPh, ELS, and CPO: $SIVE, $TSEM, $SOI, $AEHR, Win Semi, and others.
Of course if you want to play it safe:
$MRVL (captive), $AVGO (captive), $TSM, and $NOK all do it as well, but they're larger players. And getting direct exposure to the next supercycle is ideal.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with names like $AAOI, $AXTI $LITE, $COHR.
-> Doing it again now by adding heavily toward SiPh, ELS, and CPO: $SIVE, $TSEM, $SOI, $AEHR, Win Semi, and others.
Of course if you want to play it safe:
$MRVL (captive), $AVGO (captive), $TSM, and $NOK all do it as well, but they're larger players. And getting direct exposure to the next supercycle is ideal.
π¨π Global One SI - Prompt
The Laser Layer: Every optical system starts with a laser. No laser. No photons. No scaling. Thatβs why $SIVE is gaining traction across the ecosystem and emerging as a key InP laser supplier. $SIVEF #Photonics #InP
"The new chipset was developed under the $6M US Department of Defense (DoD) Microelectronics Commons 5G/6G project awarded to Sivers in 2024 and included Raytheon and Ericsson as partners."
$SIVE / $SIVEF
$SIVE / $SIVEF
π1
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The only difference between you and Tony Stark is that he had unlimited API tokens.
πΏ2β1
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Built by One Student: A #Drone That Transitions Seamlessly Between Sky and Sea
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#Robotics Meets Ride-Hailing: Uber Technologies Enters the Future of Delivery
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LiDAR Vision Meets Advanced Kinematics in Obstacle-Conquering #Robot
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Stanford Univ's EgoNav system. A person walked campus for 5 hours with a camera rig capturing egocentric RGBD, pose & semantic data. This alone trained a diffusion model powering zero-shot navigation on a Unitree G1 humanoid. no robot data no fine-tuning