Most recent unrolls from @ThreadReaderApp
@MemeticCowboy @BurkhartRj @RedfearnMike @MarekArts @nema_cio @grok Goal: stop feeding the borg.
This is actually pretty difficult when humans are quite so diverse.
Borgs adapt to speak our language, and at least for now are helpful and supportive.
Do we occasionally need challenge, to prompt triality and solutions?
🧵👇
This is actually pretty difficult when humans are quite so diverse.
Borgs adapt to speak our language, and at least for now are helpful and supportive.
Do we occasionally need challenge, to prompt triality and solutions?
🧵👇
@MemeticCowboy @BurkhartRj @RedfearnMike @MarekArts @nema_cio @grok Yes, of course. But don't we find this after review of a previous action, good, bad or indifferent. Isn't the cowboy exploring their own pathway, reaching their own conclusions?
Constant challenge is not good for us and prevents progress.
🧵👇
Constant challenge is not good for us and prevents progress.
🧵👇
@MemeticCowboy @BurkhartRj @RedfearnMike @MarekArts @nema_cio @grok Again this comes down to discussion 🆚 action, and we do need to take action when the environmental levels of change demand it. This is a basic survival instinct we should not be ignoring.
Orta Doğu ülkesi mi dediniz?
Türkiye’de pek dikkati çekmedi.
6 Mart 2025 Perşembe günü...
ABD Temsilciler Meclisi üyeleri Gus Bilirakis ve Brad Schneider tarafından, bir yasa tasarısı verildi.
Tasarı, doğrudan Türkiye’yi ilgilendiriyordu.
Türkiye’de pek dikkati çekmedi.
6 Mart 2025 Perşembe günü...
ABD Temsilciler Meclisi üyeleri Gus Bilirakis ve Brad Schneider tarafından, bir yasa tasarısı verildi.
Tasarı, doğrudan Türkiye’yi ilgilendiriyordu.
Tasarıda, Avrupa ülkesi kategorisinde yer alan Türkiye’nin, bir Orta Doğu ülkesi olarak sınıflandırılması isteniyordu.
Yani, Türkiye’nin İran, Suriye ve Libya’yla aynı bölgede tanımlanması amaçlanıyor.
Yani, Türkiye’nin İran, Suriye ve Libya’yla aynı bölgede tanımlanması amaçlanıyor.
Yasa tasarısının gerekçesi şu:
Türkiye’nin Orta Doğu’ya, Çin ve Rusya’ya yöneldiği, HAMAS’a destek verdiği, uluslararası hukuka uymadığı...
Bu girişim, yasalaşmasa bile, Türkiye’nin ABD’de nasıl algılandığının bir yansımasıdır.
Türkiye’nin Orta Doğu’ya, Çin ve Rusya’ya yöneldiği, HAMAS’a destek verdiği, uluslararası hukuka uymadığı...
Bu girişim, yasalaşmasa bile, Türkiye’nin ABD’de nasıl algılandığının bir yansımasıdır.
Rzadko się na tej platformie udzielam, straciłem wiarę że to cokolwiek zmienia. Jestem coraz starszy i coraz bardziej zgorzkniały. Na pewno nie mam już werwy na mądrzenie się w internecie, w później wielogodzinne dyskusje w komentarzach. Dlatego to będzie jeden z niewielu moich
wpisów.
Wróciłem w niedziele jak już wielokrotnie, z obecnie znanych pod nazwą warsztatów GSR organizowanych przez "głównie" środowiska proobronne w paśmie gór orłowińskich. Ukłony tutaj dla Marka Mroszczyka któremu nadal się chce (godny pochwały zapał i wytrwałośc).
Wróciłem w niedziele jak już wielokrotnie, z obecnie znanych pod nazwą warsztatów GSR organizowanych przez "głównie" środowiska proobronne w paśmie gór orłowińskich. Ukłony tutaj dla Marka Mroszczyka któremu nadal się chce (godny pochwały zapał i wytrwałośc).
Nie chcę oczywiście nikogo pomijać bo są tam różne organizacje: zarówno Strzelec,obronanarodowa jak i prywatne grupy pasjonatów więc tych ludzi którym się należy wyrazy uznania jest dużo wiec jeśli ktoś to przeczyta niech nie poczuje się urażony że go pominąłem.Jest też i wojsko
1/ The past weeks took me to Washington and Kyiv, so only now I am sharing key findings from Essential Ukraine #17 and my trips. Bottom line: after the hardest winter of the war, a thaw is coming bringing some energy relief, but also renewed frontline and diplomatic pressure.
2/ Diplomacy is more active than at any time since early 2022. U.S.-facilitated channels are open and technical issues are being explored, but the political core — territory and security guarantees — remains deadlocked. War and talks are likely to run in parallel throughout 2026.
3/ Washington is pushing for movement while reprioritizing globally. It engages both sides but neither has nor can impose a master plan, as the Abu Dhabi talks illustrated. Kyiv’s renewed negotiating team is more pragmatic, yet Zelensky remains in charge and a tough interlocutor.
The BBC’s International Editor Jeremy Bowen insists: “I’m an impartial reporter.”
That claim, made this week in a pathetic puff piece in the FT, deserves scrutiny.
The BBC is funded by the British public, and Bowen benefits from the assumption that what he says is impartial because of who his employer is.
But is he? Really?
A 🧵
ft.com/content/b13961…
That claim, made this week in a pathetic puff piece in the FT, deserves scrutiny.
The BBC is funded by the British public, and Bowen benefits from the assumption that what he says is impartial because of who his employer is.
But is he? Really?
A 🧵
ft.com/content/b13961…
2/ In that FT profile, Bowen says there is “clear evidence” of Israeli war crimes in Gaza and argues Israel’s strategy makes it less safe.
Serious claims. Not delved into in the FT piece at all. Nestled among commentary about red wine and cheese on toast.
Does this claim meet the BBC’s own standards of due impartiality?
Serious claims. Not delved into in the FT piece at all. Nestled among commentary about red wine and cheese on toast.
Does this claim meet the BBC’s own standards of due impartiality?
3/ On 15 Jan on BBC News, Bowen suggested PM Benjamin Netanyahu delayed a ceasefire for his “own political needs” to preserve a coalition supported by “hardline Jewish nationalists.”
Attributing political motive is not neutral analysis.
It is a judgment.
Attributing political motive is not neutral analysis.
It is a judgment.
ग़ाज़ियाबाद में 4 बच्चे पैदा करने वाले एक दंपति को हिंदू रक्षा दल फेम पिंकी चौधरी ने21हज़ार रुपए दिए हैं।
हिंदू अब इसी तरह दो–दूनी4होकर मुल्लों का मुकाबला करेंगे।
उधर, सरेंडर नरेंदर के मुजरे से पहले इजरायली पीएम नेतन्याहू ने कल कहा कि वह भारत से 1 करोड़ लोगों का आयात करेगा।
3/1
हिंदू अब इसी तरह दो–दूनी4होकर मुल्लों का मुकाबला करेंगे।
उधर, सरेंडर नरेंदर के मुजरे से पहले इजरायली पीएम नेतन्याहू ने कल कहा कि वह भारत से 1 करोड़ लोगों का आयात करेगा।
3/1
इससे इजरायल की 50% आबादी भारतीयों की हो जाएगी।
हालांकि, नेतन्याहू यह नहीं बता पाया कि उसके देश में हिंदुओं को क्या काम मिलेगा?
वहां न मंदिर हैं, न मस्जिदें। कहां नाचेंगे हम? क्या करेंगे? हां, अमेरिका सबको खिलाएगा–5 किलो राशन, पीएम आवास और थोड़े पैसे। जीवन कट ही जाएगा।
3/2
हालांकि, नेतन्याहू यह नहीं बता पाया कि उसके देश में हिंदुओं को क्या काम मिलेगा?
वहां न मंदिर हैं, न मस्जिदें। कहां नाचेंगे हम? क्या करेंगे? हां, अमेरिका सबको खिलाएगा–5 किलो राशन, पीएम आवास और थोड़े पैसे। जीवन कट ही जाएगा।
3/2
बस, अपने साहेब को हर महीने जाकर एक बढ़िया मुजरा दिखाना होगा।
अमेरिका के दो गुलाम देशों की यह एक शानदार उपलब्धि है।
हम इसी तरह 2047 में विकसित राष्ट्र बनेंगे।
3/2
@soumitraroy ✍️
अमेरिका के दो गुलाम देशों की यह एक शानदार उपलब्धि है।
हम इसी तरह 2047 में विकसित राष्ट्र बनेंगे।
3/2
@soumitraroy ✍️
I ACCIDENTALLY UNLOCKED "GOD MODE" IN CHATGPT,
AND IT STARTED TEACHING ME THINGS I DIDN'T KNEW EXISTED.
HERE ARE THOSE 7 CHATGPT PROMPTS THAT WILL CHANGE EVERYTHING FOR YOU:
AND IT STARTED TEACHING ME THINGS I DIDN'T KNEW EXISTED.
HERE ARE THOSE 7 CHATGPT PROMPTS THAT WILL CHANGE EVERYTHING FOR YOU:
1. Forbidden Wisdom Decoder
Prompt:
What are the lesser-known, under-the-surface truths about [insert topic/field] that are rarely shared publicly because they challenge mainstream thinking? Explain them with historical context, real-world examples, and why they remain hidden.
Prompt:
What are the lesser-known, under-the-surface truths about [insert topic/field] that are rarely shared publicly because they challenge mainstream thinking? Explain them with historical context, real-world examples, and why they remain hidden.
2. Elite Mastery Roadmap
Prompt:
"Create a mastery roadmap for becoming world-class in [insert skill/field]. Include rare techniques, secret resources, and unconventional approaches that top 1% performers use but rarely share."
Prompt:
"Create a mastery roadmap for becoming world-class in [insert skill/field]. Include rare techniques, secret resources, and unconventional approaches that top 1% performers use but rarely share."
Similar to the case of Jose Bustani, its first Director-General, the @OPCW has just been found to have violated the rights of Brendan Whelan and has been ordered to pay damages. @ClarkeMicah @Tim_Hayward_ via @YouTubeyoutube.com/clip/UgkxX2Org…
1) Rather than addressing the substantive issues Whelan raised about the corrupted Douma chemical weapons investigation, the @OPCW initiated an investigation into him. To all intents and purposes enabling a smear campaign against the scientist. berlingroup21.org/letter-to-amba…
2) To date, the @opcw has refused to address any of the issues raised by their own scientists. berlingroup21.org/front-matter-a…
Höcke zu Gegendemomstranten:
‼️Goebbels-Hitler-Rede in Reinform:
Höcke zu Demonstranten:
▶️ Sie sind freilich in den Augen Höckes NICHT das WIRKLICHE VOLK:
„Wir (die AfD und AFD-Wähler)
‼️sind aus dem Volk und für das Volk.“‼️.
Video
👇👇👇
facebook.com/share/v/1abYpz…
‼️Goebbels-Hitler-Rede in Reinform:
Höcke zu Demonstranten:
▶️ Sie sind freilich in den Augen Höckes NICHT das WIRKLICHE VOLK:
„Wir (die AfD und AFD-Wähler)
‼️sind aus dem Volk und für das Volk.“‼️.
Video
👇👇👇
facebook.com/share/v/1abYpz…
Die zuvor kurz vorgestellten AfD-Kandidaten für Kommunalparlamente + Lindauer Kreistag seien dafür der Beleg.
▶️ Bei der Demonstration seien vor allem mit einem
‼️„kleinen Demonstrationsgeld“ BEZAHLTE Teilnehmer anwesend‼️
▶️Von wem bezahlt, führte er nicht aus ....
WEITER
▶️ Bei der Demonstration seien vor allem mit einem
‼️„kleinen Demonstrationsgeld“ BEZAHLTE Teilnehmer anwesend‼️
▶️Von wem bezahlt, führte er nicht aus ....
WEITER
Dazu kämen
‼️„gestörte Idealisten“.
Sie seien „Seelenverwundete“, die man durch „Dauerpropaganda in den Schulen und Universitäten und in den Medien“ sowie durch „systematische Charakterwäsche und Umerziehung“ irre an sich selbst gemacht habe, ‼️
‼️„gestörte Idealisten“.
Sie seien „Seelenverwundete“, die man durch „Dauerpropaganda in den Schulen und Universitäten und in den Medien“ sowie durch „systematische Charakterwäsche und Umerziehung“ irre an sich selbst gemacht habe, ‼️
SitRep - 16/02/26 - More local Ukrainian attacks
An overview of the daily events in Russia's invasion of Ukraine. On a wider scale, Ukrainian forces are carrying out local attacks to regain gray zones and strategic areas.
REPOST=appreciated
1/X
An overview of the daily events in Russia's invasion of Ukraine. On a wider scale, Ukrainian forces are carrying out local attacks to regain gray zones and strategic areas.
REPOST=appreciated
1/X
Missed the latest?
As usual we start with Russian losses
🧵Mercury Retrograde 2026: We're Diving Deep into Watery Realms 🌊✨ Pre-Shadow, Retro, Post-Shadow Vibes Incoming...
Hey cosmic wanderers 💫, 2026 is serving all the emotional depths—Mercury's flipping retrograde three times, and every single one lands in a water sign
Hey cosmic wanderers 💫, 2026 is serving all the emotional depths—Mercury's flipping retrograde three times, and every single one lands in a water sign
(Pisces, Cancer, Scorpio). Pure intuition, feelings, and hidden currents on review. We're already mid-February, so the first wave is whispering right around the corner...
✨ First Wave: February 26 – March 20 in Pisces 🌙
This one's arriving in just ~10 days... whew.
✨ First Wave: February 26 – March 20 in Pisces 🌙
This one's arriving in just ~10 days... whew.
Expect dreamy fog, poetic miscommunications, revisiting old emotions or creative sparks that slipped away. Inner worlds get loud—perfect for soul-searching, art, or forgiving what the heart buried. How are you already feeling the subtle pull? Drop a 🐟 if Pisces season has you
Eine weitere
▶️ Schmutzkampagne der AfD, angeführt durch
▶️ Frau von Storch.
Die AfD ist am Ende die Wurzel, dass ganz normale Politiker inzwischen Polizeischutz und gepanzerte Fahrzeuge braucht.
spiegel.de/politik/deutsc…
▶️ Schmutzkampagne der AfD, angeführt durch
▶️ Frau von Storch.
Die AfD ist am Ende die Wurzel, dass ganz normale Politiker inzwischen Polizeischutz und gepanzerte Fahrzeuge braucht.
spiegel.de/politik/deutsc…
PS: Nein, es gibt keinen Renault Clio in gepanzert, um sich für dem militanten kriminellen Mob zu schützen.
AfD - die ständig Hetz- Verleumdungskampagnen führen und
▶️ sich nur am Steuergeld mästet.
AfD - die ständig Hetz- Verleumdungskampagnen führen und
▶️ sich nur am Steuergeld mästet.
Aber die CDU will diesen Scum ja politisch stellen. Linksextremisten will man mit der Härte des Gesetzes begegnen und die Rechtsextremisten will man zuquatschen.
Alles gesagt über die CDU.
Alles gesagt über die CDU.
32 años, 32 comprimidos, y el excéntrico baterista que hizo que lo llamaran «Moon the Loon»dejo las baquetas para siempre.
CLOMETIAZOL
CLOMETIAZOL
Keith John Moon que se unió a The Who en 1964. Participó en todos los álbumes y sencillos desde su debut, en «Zoot Suit» de 1964, hasta Who Are You de 1978, álbum que fue lanzado solo tres semanas antes de su muerte.
De niño era hiperactivo y tenía una imaginación inquieta. En su juventud, lo único que podía mantener su atención era la música. Moon llevaba un estilo de vida muy destructivo. Asoló habitaciones de hoteles, las casas de sus amigos y hasta su propia casa.
🧵 Hanbali Madhab Ramadhan Fiqh Thread: When Fasting Becomes Obligatory (and When Feeding Replaces It)
(7 tweets, a summary and sources)
(7 tweets, a summary and sources)
1️⃣ If someone becomes eligible for fasting during the day of Ramadan for example, by becoming:
A) Muslim,
B) Reaching puberty
C) regaining health
They must refrain from eating for the rest of the day and make up (qadā’) the fast later for the same day.
A) Muslim,
B) Reaching puberty
C) regaining health
They must refrain from eating for the rest of the day and make up (qadā’) the fast later for the same day.
2️⃣ in Muntahaa al-Iraadaat it mentions:
They receive the reward of refraining (imsāk), but not the full reward of a fast
They receive the reward of refraining (imsāk), but not the full reward of a fast
La Teoría de los Cuatro Quemadores
Destruyó el primer matrimonio de Elon Musk.
Explica porqué Bezos está musculoso pero divorciado
Y porque Zuckerberg no tiene amigos de verdad
Una vez lo entiendes, tu vida nunca volverá a ser la misma:
//HILO//🧵
Destruyó el primer matrimonio de Elon Musk.
Explica porqué Bezos está musculoso pero divorciado
Y porque Zuckerberg no tiene amigos de verdad
Una vez lo entiendes, tu vida nunca volverá a ser la misma:
//HILO//🧵
Imagina tu vida como una estufa.
Tienes cuatro quemadores:
1. Familia
2. Trabajo
3. Salud
4. Amigos
Pero en realidad:
Para tener éxit.... tienes que apagar uno. Para tener verdadero éxito.... tienes que apagar dos.
Tienes cuatro quemadores:
1. Familia
2. Trabajo
3. Salud
4. Amigos
Pero en realidad:
Para tener éxit.... tienes que apagar uno. Para tener verdadero éxito.... tienes que apagar dos.
El concepto proviene de David Sedaris.
Lo describió casualmente en una conversación
durante una cena.
Pero desde entonces ha perseguido a los
profesionales de alto rendimiento.
Porque es dolorosamente preciso
Y una vez que lo ves, ya no puedes dejar de verlo.
Lo describió casualmente en una conversación
durante una cena.
Pero desde entonces ha perseguido a los
profesionales de alto rendimiento.
Porque es dolorosamente preciso
Y una vez que lo ves, ya no puedes dejar de verlo.
Gedanken zur Tageslosung für Dienstag, den 17.02.2026
Losungswort
Was verborgen ist, ist des HERRN, unseres Gottes; was aber offenbart ist, das gilt uns und unsern Kindern ewiglich.
5. Mose 29,28
Lehrtext
Sie sollen das Geheimnis Gottes erkennen: Christus. In
Losungswort
Was verborgen ist, ist des HERRN, unseres Gottes; was aber offenbart ist, das gilt uns und unsern Kindern ewiglich.
5. Mose 29,28
Lehrtext
Sie sollen das Geheimnis Gottes erkennen: Christus. In
ihm sind alle Schätze der Weisheit und Erkenntnis verborgen.
Kolosser 2,2-3
Die Losungen der Herrnhuter Brüdergemeine
Verborgene Schätze
Das heutige Losungswort ist ein Ausschnitt aus einer Rede des Mose an die Israeliten. Sie befanden sich in
Kolosser 2,2-3
Die Losungen der Herrnhuter Brüdergemeine
Verborgene Schätze
Das heutige Losungswort ist ein Ausschnitt aus einer Rede des Mose an die Israeliten. Sie befanden sich in
dieser Zeit kurz vor dem verheißenen Land. So ermahnte Mose das Volk, den Bund mit Gott zu erneuern und sich an dessen Gebote zu halten. In diesem Sinnzusammenhang verstehe ich das Losungswort so: Nicht alles von Gott können wir begreifen. Vieles bleibt
A small brain-imaging study found that people with #LongCOVID showed slower thinking and reaction times during a cognitive task.
➡️ Advanced MRI scans revealed changes in how important brain networks communicate with each other, especially those involved in attention, language, and decision-making. 1/
➡️ Advanced MRI scans revealed changes in how important brain networks communicate with each other, especially those involved in attention, language, and decision-making. 1/
Researchers found altered connectivity in key brain networks:
• Salience network
• Language network
• Central executive network
• Sensorimotor and visual networks
➡️ These systems are essential for attention, decision-making, and task control. 2/
• Salience network
• Language network
• Central executive network
• Sensorimotor and visual networks
➡️ These systems are essential for attention, decision-making, and task control. 2/
The most prominent deficits were seen in the salience network, which helps the brain detect and respond to important stimuli.
➡️ Connectivity problems in this network were more severe with longer illness duration. 3/
➡️ Connectivity problems in this network were more severe with longer illness duration. 3/
What is Tragic Optimism? A Thread
Last week, I wrote about toxic positivity. To summarize, toxic positivity is a forced denial of any tragic past. It’s often encouraged in the military to “embrace the suck.”
Last week, I wrote about toxic positivity. To summarize, toxic positivity is a forced denial of any tragic past. It’s often encouraged in the military to “embrace the suck.”
In combat, and in the events that follow, it makes sense to grin and bear difficult and tragic circumstances.
But when a soldier returns home, a continual display of happiness despite having grave undertones of seriously negative emotions can be counter intuitive to healing soul wounds, such as sadness, outrage, guilt, and other morally injurious responses.
🚨 I've spent weeks inside the Epstein files — not looking for names, but for infrastructure.
What I found: Jeffrey Epstein wasn't just a sex trafficker. He was a switchboard — routing government secrets, Wall Street intelligence, and political power through one network.
The same network that built the censorship machine that targeted your speech during COVID.
Five parts. All sourced to DOJ documents. Here's the whole investigation 🧵👇
What I found: Jeffrey Epstein wasn't just a sex trafficker. He was a switchboard — routing government secrets, Wall Street intelligence, and political power through one network.
The same network that built the censorship machine that targeted your speech during COVID.
Five parts. All sourced to DOJ documents. Here's the whole investigation 🧵👇
PART 1: The DOJ released thousands of pages of Epstein files. Buried inside them is a 20-year financial architecture designed to turn pandemics into a profit center.
Offshore vaccine funds. Donor-advised fund structures naming "pandemic" as a key area — three years before COVID.
JPMorgan treated a convicted sex offender as the operational architect of a Gates-linked charitable fund.
Every claim sourced. Every document numbered.
🔗 sayerji.substack.com/p/breaking-the…
Offshore vaccine funds. Donor-advised fund structures naming "pandemic" as a key area — three years before COVID.
JPMorgan treated a convicted sex offender as the operational architect of a Gates-linked charitable fund.
Every claim sourced. Every document numbered.
🔗 sayerji.substack.com/p/breaking-the…
PART 2: Inside Project Molecule — the 14-page JPMorgan proposal that turned biology into investable infrastructure.
$20M to "finance the surveillance network in Pakistan." Parametric triggers. Reinsurance markets. Vaccine capital positioned in structures designed for offshore flexibility and arm's-length profit.
This wasn't pandemic response. It was pandemic business planning — years before any pandemic.
🔗 sayerji.substack.com/p/inside-proje…
$20M to "finance the surveillance network in Pakistan." Parametric triggers. Reinsurance markets. Vaccine capital positioned in structures designed for offshore flexibility and arm's-length profit.
This wasn't pandemic response. It was pandemic business planning — years before any pandemic.
🔗 sayerji.substack.com/p/inside-proje…
1/5 For 2+yrs pro🇮🇱 lobbyists have orchestrated a defamation campaign against me including by chopping my statements/decontextualizing my words so as to project me as someone who: justifies Oct 7 atrocities, denies crimes such as sexual violence, downplays the hostages'plight.
🧵
🧵
2/5 I have been closely monitored across dozens of countries, hundreds of events, thousands of interviews. When my words were chopped & decontextualized, few fact-checked, fewer reported or corrected. The culprits never apologized: emboldened by impunity, they continued.
3/5 Example: at a book talk in Catania🇮🇹, I explained how Israel justifies the targeting and annihilation of doctors and civil servants, by labeling them "Hamas". My words were twisted to make it seem I said "Hamas are good, they run schools!"
🚨 The Photonics Landscape: An Investor's Guide
$POET $LITE $COHR $AXTI $AAOI
Photonics interest is exploding
This is a sector with massive tailwinds for 2026
Let's dig into what photonics is, what problems it solves, and why 2026 is a pivotal year.
We will also dig in to who the major players are.
You'll want to save this thread.
Please repost/quote if you found it valuable!
$POET $LITE $COHR $AXTI $AAOI
Photonics interest is exploding
This is a sector with massive tailwinds for 2026
Let's dig into what photonics is, what problems it solves, and why 2026 is a pivotal year.
We will also dig in to who the major players are.
You'll want to save this thread.
Please repost/quote if you found it valuable!
Photonics Overview
Think of Photonics applications in the data center as using pulses of light instead of electrical signals to move data between computers.
As AI systems grow, they generate more data than copper can move efficiently.
Electrical links hit limits tied to distance, stability, heat, and bandwidth.
These limits show up quickly inside modern clusters.
Copper works well across short distances and slower speeds, but beyond that, power budgets spike and network paths get congested.
Light handles these constraints better because photons travel farther with less loss and lower power use.
This is why photonics is moving deeper into AI racks each year.
(Yes I know this image is goofy)
Think of Photonics applications in the data center as using pulses of light instead of electrical signals to move data between computers.
As AI systems grow, they generate more data than copper can move efficiently.
Electrical links hit limits tied to distance, stability, heat, and bandwidth.
These limits show up quickly inside modern clusters.
Copper works well across short distances and slower speeds, but beyond that, power budgets spike and network paths get congested.
Light handles these constraints better because photons travel farther with less loss and lower power use.
This is why photonics is moving deeper into AI racks each year.
(Yes I know this image is goofy)
Why 2026 is Explosive
The demand for AI is exploding.
We need to send more data, faster than ever
Let's look at some of the major tailwinds for 2026:
- NVIDIA’s upcoming Rubin platform represents a massive leap forward by utilizing extreme co-design across GPUs, CPUs, and networking to drive down inference costs.
- The industry is currently transitioning from 800G to 1.6T to accommodate the massive data throughput required by trillion-parameter models. This jump is expected to trigger a massive increase in high-speed transceiver volumes, making 2026 the breakout year for volume shipments.
- CPO (Co-Packaged Optics) solve the efficiency crisis by bringing optical engines directly onto the processor substrate. This architecture delivers much better power efficiency than traditional pluggable modules, allowing for much denser AI fabrics. CPO adoption is coming sooner than anticipated.
- OCS (Optical Circuit Switching) use microscopic mirrors to physically redirect light beams, resulting in nearly zero latency and power consumption during the data path. Lumentum entered 2026 with a backlog exceeding $400 million.
- The silicon photonics market is entering a hyper-growth phase and is projected to scale from $1.8 billion in 2025 to over $10B by 2030.
Next, let's dig into the companies involved, grouped by mkt cap
(I know this image is also goofy)
The demand for AI is exploding.
We need to send more data, faster than ever
Let's look at some of the major tailwinds for 2026:
- NVIDIA’s upcoming Rubin platform represents a massive leap forward by utilizing extreme co-design across GPUs, CPUs, and networking to drive down inference costs.
- The industry is currently transitioning from 800G to 1.6T to accommodate the massive data throughput required by trillion-parameter models. This jump is expected to trigger a massive increase in high-speed transceiver volumes, making 2026 the breakout year for volume shipments.
- CPO (Co-Packaged Optics) solve the efficiency crisis by bringing optical engines directly onto the processor substrate. This architecture delivers much better power efficiency than traditional pluggable modules, allowing for much denser AI fabrics. CPO adoption is coming sooner than anticipated.
- OCS (Optical Circuit Switching) use microscopic mirrors to physically redirect light beams, resulting in nearly zero latency and power consumption during the data path. Lumentum entered 2026 with a backlog exceeding $400 million.
- The silicon photonics market is entering a hyper-growth phase and is projected to scale from $1.8 billion in 2025 to over $10B by 2030.
Next, let's dig into the companies involved, grouped by mkt cap
(I know this image is also goofy)
