The Space Bottleneck: Optical ground infrastructure.
- "The industry has built roughly 10 percent of the optical ground infrastructure"
Now, who are the beneficiaries?
- $EOS.ASX (operating stations at Mt. Stromlo equipped with "adaptive optics.")
- $SKPJF (TYO: 9412) | $NTTYY | Space Compass is JV with NTT and satellite operator SKY Perfect JSAT
- $SGBAF - Works with Cailabs to for terrestrial optical terminals
- $SAFRY - Manufacturer of the optical ground stations
Then if it fails fallback would be names like:
$VSAT, $GILT
Analysis states that if the optical mesh fails due to clouds or lack of stations, the architecture "falls back to Ka-band RF links".
-> Near term capital flows to Relay Providers (Kepler, Space Compass, General Atomics).
-> Long term structural winners will be the photonics hardware manufacturers (Cailabs, Safran).
-> Then companies like SpaceX wins by default. Many are private.
"This infrastructure deficit is no longer just an engineering problem but a direct threat to a major White House [Golden Dome] policy objective"
Orbital laser communications market are hard-capped until physical ground infra scales, hence the current bottleneck.
But not quite sure if capex is to the scale of hyperscaler AI buildouts yet to benefit these companies enough.
- "The industry has built roughly 10 percent of the optical ground infrastructure"
Now, who are the beneficiaries?
- $EOS.ASX (operating stations at Mt. Stromlo equipped with "adaptive optics.")
- $SKPJF (TYO: 9412) | $NTTYY | Space Compass is JV with NTT and satellite operator SKY Perfect JSAT
- $SGBAF - Works with Cailabs to for terrestrial optical terminals
- $SAFRY - Manufacturer of the optical ground stations
Then if it fails fallback would be names like:
$VSAT, $GILT
Analysis states that if the optical mesh fails due to clouds or lack of stations, the architecture "falls back to Ka-band RF links".
-> Near term capital flows to Relay Providers (Kepler, Space Compass, General Atomics).
-> Long term structural winners will be the photonics hardware manufacturers (Cailabs, Safran).
-> Then companies like SpaceX wins by default. Many are private.
"This infrastructure deficit is no longer just an engineering problem but a direct threat to a major White House [Golden Dome] policy objective"
Orbital laser communications market are hard-capped until physical ground infra scales, hence the current bottleneck.
But not quite sure if capex is to the scale of hyperscaler AI buildouts yet to benefit these companies enough.
This data is something...
"Tech job openings have rebounded sharply in 2026, challenging the popular narrative that AI is wiping out engineering roles.
Data from TrueUp, a tech hiring analytics firm, shows more than 67,000 software engineering job openings, the highest level in over three years. Listings have roughly doubled since a trough in mid-2023."
Recent graduates still feel stuck because companies want fewer beginners and more people who can produce quickly, so entry-level pain can rise even while total hiring rises.
Business Insider reports
"Tech job openings have rebounded sharply in 2026, challenging the popular narrative that AI is wiping out engineering roles.
Data from TrueUp, a tech hiring analytics firm, shows more than 67,000 software engineering job openings, the highest level in over three years. Listings have roughly doubled since a trough in mid-2023."
Recent graduates still feel stuck because companies want fewer beginners and more people who can produce quickly, so entry-level pain can rise even while total hiring rises.
Business Insider reports
This media is not supported in your browser
VIEW IN TELEGRAM
Jensen Huang at GTC 2026.
"Historically technology always made us busier. PCs, internet, Mobiles all made us busier.
Many companies don't have enough labor. Robots will fill in that gap. As a result all of our country's economy will grow."
"Historically technology always made us busier. PCs, internet, Mobiles all made us busier.
Many companies don't have enough labor. Robots will fill in that gap. As a result all of our country's economy will grow."
👀1
Inflation: Today vs 1970s
People assume inflation just spikes up, but it comes in waves. With every downward correction, people think the pain is over, just to be smacked in the face by the next inflationary surge.
Those who knew what’s coming made life-changing money, while those who failed to do so lost fortunes.
People assume inflation just spikes up, but it comes in waves. With every downward correction, people think the pain is over, just to be smacked in the face by the next inflationary surge.
Those who knew what’s coming made life-changing money, while those who failed to do so lost fortunes.
✍1
This media is not supported in your browser
VIEW IN TELEGRAM
Scientists at EPFL have developed a robotic hand with two thumbs and a reversible palm for versatile gripping.
The hand can detach, crawl on its own, and pick up objects that are hard to reach.
It can handle multiple items at once and perform tasks that usually need two human hands, making it useful for industry and rescue work.
The hand can detach, crawl on its own, and pick up objects that are hard to reach.
It can handle multiple items at once and perform tasks that usually need two human hands, making it useful for industry and rescue work.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Oil hits $114 and is now up 70% since the U.S.-Iran war started.
The highest level since June 2022.
The highest level since June 2022.
🚨🇺🇸🇮🇷 Trump’s Iran deadlines are moving faster than the oil prices:
- Mar 21: 48-hour ultimatum
- Mar 23: Postponed 5 days
- Mar 26: New 10-day deadline (April 6)
- Apr 4: 48-hour warning
- Apr 5: Pushed to April 7… then flipped to Tuesday 8:00 PM ET (April 8)
One week. Multiple flip-flops.
At this rate, by Tuesday, 8PM, the only thing getting bombed is the calendar.
- Mar 21: 48-hour ultimatum
- Mar 23: Postponed 5 days
- Mar 26: New 10-day deadline (April 6)
- Apr 4: 48-hour warning
- Apr 5: Pushed to April 7… then flipped to Tuesday 8:00 PM ET (April 8)
One week. Multiple flip-flops.
At this rate, by Tuesday, 8PM, the only thing getting bombed is the calendar.
Defense / Electronic Warfare: The invisible shield deciding tomorrow’s battles 🛡️
Sivers Semiconductors / $SIVE / $SIVEF is enabling a new era in defense and electronic warfare (EW) — where systems stay one step ahead even when enemies try to jam signals, blind radar, or cut communications.
Picture a battlefield: your systems fight back instantly with precision jamming, real-time threat detection, and the ability to transmit and receive on the same frequency without interference.
Sivers develops three critical components that make this possible:
•Jamming Modules — Advanced RFICs and beamformers that precisely disrupt enemy communications and radar.
•Antenna Arrays — High-performance full-duplex arrays for simultaneous transmit and receive.
•FR3 Systems — 7-15 GHz solutions combining long range with high bandwidth for sensing, comms, and multi-function platforms.
Hot off the press (March 30, 2026):
Sivers announced the general availability of its Daybreak™ 7-15 GHz beamforming ICs.
These chips deliver industry-leading transmit power, efficiency, and low noise figure.
Developed under a $6M U.S. DoD Microelectronics Commons project with partners like Raytheon and Ericsson, they target both emerging 5G/6G FR3 networks and multi-function defense arrays — unlocking a $1.3B emerging market while strengthening military capabilities.
Momentum is accelerating:
•CHIPS Act funding is acting as a powerful igniter. First-year awards are in place with payments already received in 2025. Year-two EW funding of $6.6M (20% higher than year one) is in final stages.
•In January 2026, Sivers secured an $800K development contract from a leading U.S. defense contractor for next-gen mmWave beamformers in tactical communications programs.
•Partnerships with BAE Systems, Raytheon, and Ericsson are advancing programs from development in 2026-2027 toward scale deployment from 2027+.
The opportunity is huge.
Western defense urgently needs compact, energy-efficient, and commercially scalable technology. Sivers’ dual-use solutions provide resilience and cost advantages in an era of rising global threats.
When national security demands smarter, more capable electronics… Sivers is already designed in.
Once you see how central Sivers technology is becoming in modern defense, it’s hard to unsee the potential.
Which part excites you most — the new Daybreak™ chip, the CHIPS Act boost, or the expanding contracts?
#SiversSemiconductors
Sivers Semiconductors / $SIVE / $SIVEF is enabling a new era in defense and electronic warfare (EW) — where systems stay one step ahead even when enemies try to jam signals, blind radar, or cut communications.
Picture a battlefield: your systems fight back instantly with precision jamming, real-time threat detection, and the ability to transmit and receive on the same frequency without interference.
Sivers develops three critical components that make this possible:
•Jamming Modules — Advanced RFICs and beamformers that precisely disrupt enemy communications and radar.
•Antenna Arrays — High-performance full-duplex arrays for simultaneous transmit and receive.
•FR3 Systems — 7-15 GHz solutions combining long range with high bandwidth for sensing, comms, and multi-function platforms.
Hot off the press (March 30, 2026):
Sivers announced the general availability of its Daybreak™ 7-15 GHz beamforming ICs.
These chips deliver industry-leading transmit power, efficiency, and low noise figure.
Developed under a $6M U.S. DoD Microelectronics Commons project with partners like Raytheon and Ericsson, they target both emerging 5G/6G FR3 networks and multi-function defense arrays — unlocking a $1.3B emerging market while strengthening military capabilities.
Momentum is accelerating:
•CHIPS Act funding is acting as a powerful igniter. First-year awards are in place with payments already received in 2025. Year-two EW funding of $6.6M (20% higher than year one) is in final stages.
•In January 2026, Sivers secured an $800K development contract from a leading U.S. defense contractor for next-gen mmWave beamformers in tactical communications programs.
•Partnerships with BAE Systems, Raytheon, and Ericsson are advancing programs from development in 2026-2027 toward scale deployment from 2027+.
The opportunity is huge.
Western defense urgently needs compact, energy-efficient, and commercially scalable technology. Sivers’ dual-use solutions provide resilience and cost advantages in an era of rising global threats.
When national security demands smarter, more capable electronics… Sivers is already designed in.
Once you see how central Sivers technology is becoming in modern defense, it’s hard to unsee the potential.
Which part excites you most — the new Daybreak™ chip, the CHIPS Act boost, or the expanding contracts?
#SiversSemiconductors