$MP $UUUU $UAMY $USAR $LAC $CRML | China’s GDP grows 5% in Q1 2026, beating the 4.8% forecast as economy gains momentum.
Robust exports up 15% and a 12.5% surge in high tech manufacturing drive the acceleration. GDP is now trending at the high end of Beijing’s target.
Robust exports up 15% and a 12.5% surge in high tech manufacturing drive the acceleration. GDP is now trending at the high end of Beijing’s target.
🇨🇭 Global One SI - Prompt
$TSLA/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$TSLA $WDC $MU $LRCX $AMAT | Elon Musk tells suppliers to move at “light speed” on Tesla’s Terafab Project.
The facility targets mass production of Optimus robots and AI5 chips, securing the hardware lead needed for Level 5 autonomy and robotics.
The facility targets mass production of Optimus robots and AI5 chips, securing the hardware lead needed for Level 5 autonomy and robotics.
$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX
Tech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for optical interconnections in AI data centers.
This initiative aims to overcome the physical and performance limitations of traditional copper interconnects, which are struggling to meet the massive bandwidth, power efficiency, and scale requirements of next-generation AI clusters.
Founding members include:
-Chip/accelerator designers: NVIDIA, AMD, Broadcom
-Hyperscalers & AI labs: Microsoft, Meta, OpenAI
These firms are collaborating to define a protocol-agnostic physical layer (PHY) specification. This will allow their respective protocols (e.g., NVIDIA’s NVLink and AMD’s UALink) to run over optical fiber, supporting larger multi-rack AI domains and a multi-vendor supply chain.
Copper-based links are hitting fundamental limits in bandwidth and power consumption as AI models and clusters grow. They also create supply chain constraints. The shift to optics is seen as essential for scaling AI infrastructure toward “super-intelligence.”
The OCI MSA covers various optical technologies, including:
-Pluggable optical modules
-On-board optics
-Co-packaged optics (CPO), such as TSMC’s COUPE technology
Key Benefits
-Higher bandwidth and better power efficiency than copper
-Larger-scale AI compute domains (multi-rack)
-Reduced costs through standardization and multi-vendor competition
-De-risked supply chains (less sole reliance on any single supplier)
-Ability to mix different AI ecosystems on the same optical infrastructure
Tech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for optical interconnections in AI data centers.
This initiative aims to overcome the physical and performance limitations of traditional copper interconnects, which are struggling to meet the massive bandwidth, power efficiency, and scale requirements of next-generation AI clusters.
Founding members include:
-Chip/accelerator designers: NVIDIA, AMD, Broadcom
-Hyperscalers & AI labs: Microsoft, Meta, OpenAI
These firms are collaborating to define a protocol-agnostic physical layer (PHY) specification. This will allow their respective protocols (e.g., NVIDIA’s NVLink and AMD’s UALink) to run over optical fiber, supporting larger multi-rack AI domains and a multi-vendor supply chain.
Copper-based links are hitting fundamental limits in bandwidth and power consumption as AI models and clusters grow. They also create supply chain constraints. The shift to optics is seen as essential for scaling AI infrastructure toward “super-intelligence.”
The OCI MSA covers various optical technologies, including:
-Pluggable optical modules
-On-board optics
-Co-packaged optics (CPO), such as TSMC’s COUPE technology
Key Benefits
-Higher bandwidth and better power efficiency than copper
-Larger-scale AI compute domains (multi-rack)
-Reduced costs through standardization and multi-vendor competition
-De-risked supply chains (less sole reliance on any single supplier)
-Ability to mix different AI ecosystems on the same optical infrastructure
Nasdaq-100 leaders by YTD performance 👇
$SNDK | SanDisk +276%
$WDC | Western Digital +112%
$STX | Seagate +89%
$INTC | Intel +76%
$MU | Micron +60%
$MRVL | Marvell +58%
$LRCX | Lam Research +55%
$AMAT | Applied Materials +53%
$MPWR | Monolithic Power +49%
$ARM | Arm Holdings +46%
$KLAC | KLA Corp +44%
$ASML | ASML Holding +39%
$BKR | Baker Hughes +32%
$ODFL | Old Dominion Freight +31%
$ADI | Analog Devices +28%
AI + semis + infrastructure still driving the tape.
$SNDK | SanDisk +276%
$WDC | Western Digital +112%
$STX | Seagate +89%
$INTC | Intel +76%
$MU | Micron +60%
$MRVL | Marvell +58%
$LRCX | Lam Research +55%
$AMAT | Applied Materials +53%
$MPWR | Monolithic Power +49%
$ARM | Arm Holdings +46%
$KLAC | KLA Corp +44%
$ASML | ASML Holding +39%
$BKR | Baker Hughes +32%
$ODFL | Old Dominion Freight +31%
$ADI | Analog Devices +28%
AI + semis + infrastructure still driving the tape.
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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36 hours after the blockade went live.
Hormuz is still silent
MarineTraffic data confirms vessel traffic remains significantly below normal.
Remember:
📊 Normal: 135 ships/day
📉 Today: single digits
🛢️ 172M barrels frozen in the Gulf
⏳ Ceasefire expires April 22nd... 6 days away
🇮🇷 Iran: $400M/day bleeding out
Every tanker watching knows the rules now.
Silence on the water.
Noise everywhere else.
Hormuz is still silent
MarineTraffic data confirms vessel traffic remains significantly below normal.
Remember:
📊 Normal: 135 ships/day
📉 Today: single digits
🛢️ 172M barrels frozen in the Gulf
⏳ Ceasefire expires April 22nd... 6 days away
🇮🇷 Iran: $400M/day bleeding out
Every tanker watching knows the rules now.
Silence on the water.
Noise everywhere else.