EarthProtective retweeted
I REPEAT. CHIPS CHIPS CHIPS.
SpaceX 2027 AI infra buildout guide even if it is 7 GW not 10 GW would be incredible. All Nvidia GPUs.
Layer on top SpaceX, the Super Micro BLOWOUT numbers tonight.
Super Micro: "Revenues for the first quarter of fiscal year 2027 are estimated to be in the range of $18.5 billion to $19.5 billion versus guidance of $14.5 billion to $15.5 billion, primarily due to increased demand for AI platforms."
Delete the financial media's $500 million market cap Korean neocloud propaganda from your brain.
EarthProtective retweeted
NVIDIA $NVDA STOCK SURGES IN AFTER-HOURS AS ELON MUSK SAYS SPACEX ON TRACK TO BRING ~200,000 NVIDIA GB300 GPUs ONLINE PER MONTH THROUGH END OF 2026
EarthProtective retweeted
Nvidia: We're guiding to 70% revenue growth next year. There's incredible AI demand for 100% growth, but we can't supply it.
Google: Everyone wishes they had DOUBLE the compute capacity right now. There's so much AI demand.
Bloomberg/FT: There's a $500 million market-cap Korean neocloud no one has ever heard of and it traded poorly on its IPO first day. AI IS DEAD. EVERYONE FREAK OUT AND PANIC!
EarthProtective retweeted
This is essentially a humiliation ritual India is putting Rubio through.
He knows America props up Pakistan militarily & financially. India wants him to feel like shit and see consequences and human death toll that causes
“You want us to play ball? Ok. We want your shame first”
EarthProtective retweeted
JUST IN: Chinese tech giants order over $35 billion worth of Nvidia chips, per Reuters
EarthProtective retweeted
EAM JAISHANKAR HOLDS UP A MIRROR TO THE WEST! 🇮🇳
At the 26/11 memorial, EAM S. Jaishankar introduced Taj Hotel security official Sunil Kudyadi to US Secretary of State Marco Rubio.
Kudyadi, who was present inside the Taj during the 2008 Mumbai terror attacks, briefed Rubio as he sought more details about the Pakistani terror attack.
A powerful reminder of Pakistan-sponsored terrorism, delivered by someone who witnessed the horror firsthand.
India no longer misses an opportunity to remind the world of the reality of Pakistan's terrorism.
EarthProtective retweeted
Trump was trying to fuel Alberta separatism. Khalistanis were supporting the Alberta separatists. But then they are a universal panauti. And a tight slap to Elon and his separatist wet dreams. This poll also went against everyone's attempts to divide Canada.
Your X timeline was all about Alberta separatism, but look at reality. This is why I keep telling people the street and digital reality no longer match. There is reality, and then there is an alternative make-believe algorithmic reality.
EarthProtective retweeted
🚨🇨🇦 We’ve lost our beautiful Canada to the hands of Khalistani extremists.
A Khalistan referendum took place on the grounds of the Alberta Legislature in Edmonton.
Voters walked over the Indian flag. “Wanted” banners of India’s leaders hung nearby, alongside images of Bhindranwale and Nijjar.
This so-called “Khalistan Referendum” organised in Alberta is a sham driven by extremist elements to extract money and resources from the Sikh diaspora.
Canada is not a staging ground for separatism theater.
Movements tied to foreign separatist agendas deserve scrutiny. This has no place in Canada.
🚨🇨🇦 Edmonton to India: Khalistani Group Announces Funding for CJP Protests In “Fifth-Generation Warfare” Against India.
Sikhs For Justice's leader Gurpatwant Singh Pannun outlined a strategy to topple India’s government, fund CJP protests and movements inside India, and push Sikh youth toward arms training under a “Sikh Homeland Security” force.
They chanted “Kill Modi” and threatened he would face their challenge “from touchdown to takeoff” during any visit to Canada.
How are they getting the money to run all of this?
Canada is not a staging ground for foreign regime-change campaigns.
This is not peaceful advocacy.
It is an open declaration of political warfare planned from Canadian soil.
Our country should not host it.
EarthProtective retweeted
At the Taj Mahal Palace Hotel, I laid a wreath honoring the victims of the horrific November 26, 2008 terrorist attacks, including six American citizens.
We remember those lost, honor the courage of those who responded, and reaffirm the enduring U.S.-India partnership and our shared commitment to combating terrorism.
EarthProtective retweeted
All totally innocent, I’m sure.
A brief review of recent technical “errors” at Meta:
1. Restricting the Facebook pages of Brazilian president Lula who is in a runoff election against a Trump-favored candidate
2. Shutting down the pages of Albanians protesting Jared Kushner’s plans to build a luxury resort in the country
3. Rejecting ads for a documentary critical of Elon Musk
4. Shutting down the No Kings instagram page in the middle of a major anti-Trump protest
EarthProtective retweeted
I'm sensing a pattern here
A brief review of recent technical “errors” at Meta:
1. Restricting the Facebook pages of Brazilian president Lula who is in a runoff election against a Trump-favored candidate
2. Shutting down the pages of Albanians protesting Jared Kushner’s plans to build a luxury resort in the country
3. Rejecting ads for a documentary critical of Elon Musk
4. Shutting down the No Kings instagram page in the middle of a major anti-Trump protest
EarthProtective retweeted
A brief review of recent technical “errors” at Meta:
1. Restricting the Facebook pages of Brazilian president Lula who is in a runoff election against a Trump-favored candidate
2. Shutting down the pages of Albanians protesting Jared Kushner’s plans to build a luxury resort in the country
3. Rejecting ads for a documentary critical of Elon Musk
4. Shutting down the No Kings instagram page in the middle of a major anti-Trump protest
EarthProtective retweeted
Zuckerberg has fully joined the Trump/Musk global fascist push.
A brief review of recent technical “errors” at Meta:
1. Restricting the Facebook pages of Brazilian president Lula who is in a runoff election against a Trump-favored candidate
2. Shutting down the pages of Albanians protesting Jared Kushner’s plans to build a luxury resort in the country
3. Rejecting ads for a documentary critical of Elon Musk
4. Shutting down the No Kings instagram page in the middle of a major anti-Trump protest
EarthProtective retweeted
It should be equally morally wrong for a married man or a married woman to have an affair… no?
According to recent polling, both sexes think it’s worse for a husband than a wife to have an affair – the opposite of the traditional double standard. stevestewartwilliams.com/p/d…
EarthProtective retweeted
$NVDA CEO Jensen Huang just announced planned investments in Agile Robots, Avelios Medical, Mirelo and Reflex Aerospace alongside a new agreement with Germany's government to develop physical AI models.
Nvidia is clearly looking to establish its platform across industrial AI.
EarthProtective retweeted
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: NVIDIA Wins Modal AI CPU Deal, Challenging Intel and AMD With Vera Chips - $NVDA $AMD $INTC
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗡𝗩𝗜𝗗𝗜𝗔 secures its first CPU deal with AI cloud startup 𝗠𝗼𝗱𝗮𝗹.
➤ Modal will deploy 𝗡𝗩𝗜𝗗𝗜𝗔 𝗩𝗲𝗿𝗮 𝗖𝗣𝗨𝘀 for AI agent workloads.
➤ Modal previously relied exclusively on 𝗜𝗻𝘁𝗲𝗹 and 𝗔𝗠𝗗 processors.
➤ Early testing showed Vera delivered 𝟮𝘅 𝗔𝗜 𝗮𝗴𝗲𝗻𝘁 𝘄𝗼𝗿𝗸 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆.
➤ Modal recently raised $𝟳𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 at a $𝟭𝟱.𝟳𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 valuation.
➤ Modal expects to reach $𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in sales over the next year.
➤ Modal's service usage tripled, while revenue surged over 𝟭𝟱𝘅 𝘆𝗲𝗮𝗿-𝗼𝘃𝗲𝗿-𝘆𝗲𝗮𝗿.
➤ NVIDIA projects at least $𝟮𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in Vera revenue this fiscal year.
➤ NVIDIA targets an estimated $𝟮𝟬𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 CPU market opportunity.
➤ 𝗢𝗽𝗲𝗻𝗔𝗜, 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰, 𝗢𝗿𝗮𝗰𝗹𝗲, and 𝗣𝗲𝗿𝗽𝗹𝗲𝘅𝗶𝘁𝘆 also plan Vera adoption.
👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:
➤ Signals NVIDIA's expansion beyond 𝗚𝗣𝗨𝘀 into Intel and AMD's CPU market.
➤ Vera's reported 𝟮𝘅 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 could accelerate adoption for AI agents.
➤ Creates a potential $𝟮𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 opportunity for NVIDIA this fiscal year.
➤ Increasing CPU competition could pressure 𝗜𝗻𝘁𝗲𝗹 and 𝗔𝗠𝗗 in AI infrastructure.
➤ Modal's multivendor strategy preserves competition as newer 𝗔𝗠𝗗 and 𝗜𝗻𝘁𝗲𝗹 chips emerge.



































