sebbusan.eth 🪲 (K/acc)

The K stands for Kawaii🫧 .•˚₊‧⋆:｡+.･ﾟ
Maybe the real treasure was the friends we made along the way

[sebbusan.eth 🪲 (K/acc) @sebbusaneth]

@HYSTERICBODY Big shirt

[sebbusan.eth 🪲 (K/acc) @sebbusaneth]

@unicornandmemes @iluvshalio @SkotiVi I dmed you guys about something! @unicornandmemes

[sebbusan.eth 🪲 (K/acc) @sebbusaneth]

@psycogenicFugue she's supposed to be Nicki minaj

[sebbusan.eth 🪲 (K/acc) @sebbusaneth]

@slatt_eth yippie :0!

[sebbusan.eth 🪲 (K/acc) @sebbusaneth]

@RemiliaRabbi dibs on larvitar

[sebbusan.eth 🪲 (K/acc) @sebbusaneth]

@RoxanneTonight_ my face was on the banner of paheal for like 2 weeks

[The Notorious J.O.V. @whotfisjovana]

yeah, i’d like to order the alien curry

[sebbusan.eth 🪲 (K/acc) @sebbusaneth]

@MiladyCult @_velcel :)))

[Ruk @Absurd_Ruka]

Epstein files will say some shit like: "We must ensure the subhuman goycattle are enslaved to Israel. All glory to Israel"

And people still tryna pull "hmmmm, what were his motivations... so hard to say...it was probably the Russians"

[˚₊‧꒰ა krilly ໒꒱ ‧₊˚ @mdhmpilled]

madoka: i want to sign a contract... my life is lifeslop...
homura: don't do it madoka! your life is lifegem!

[Jrag.eth @Jrag0x]

Down in my bunker as radioactive ashes rain down on my city.

I check my Polymarket "Yes" shares for "Atomic bomb detonation in 2026?" using the last remnants of internet.

Worth $0.

UMA resolved it as 'No' because it was technically a hydrogen bomb and not an atomic one.

[niz @niz_000]

elf

[Guilherme Nunes @guilhernunes_]

dogs on an unforgettable night at the club (commission)

[protag☘️ @HedProtag]

Holly Holly 💀🌸

[Serenity @aleabitoreddit]

Warning: The entire AI industry will likely be bottlenecked by two companies:

1. $AXTI ($700M)
2. $SMTOY ($31.7B)

Which both control 60–70%+ of the world's InP substrates.

Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers.

$AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra.

Without InP substrates, the supply chain falters.

After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics.

And two vendors could freeze the global InP substrate market covering nearly all of:

- Hyperscaler optics (TPU pods, etc)
- Optical transceivers (5g, data)
- LiDAR (robotaxis, drones, military)
-Optical Modules (interconnect clusters)
- Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.)

Since these companies make up majority of the market supply:

-AXTI (est. ~30–35%)
-Sumitomo (est.~30%)
- JX Nippon (est. 10-15%)

That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market")

Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile.

If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all.

InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.

[protag☘️ @HedProtag]

chibi illustrated⛔️ #マブラヴ