Iran Says Basij Force Commander Killed In Mystery Insurgent 'Terror Attack'

The Upcoming AI Spend Slowdown? Submitted by Peter Tchir of Academy Securities We have been attacking this issue orthogonally for the past few weeks. Last weekend’s Cheap China Compute brought up several issues facing the AI Spend. On Thursday we published Braggawatts (which should probably be BragCompute or something), but the concept is that a lot of the announced deals are missing some, or all of the following: Enough electricity, especially at peak usage times, to fulfill their commitments. Access to water and other resources to function. Getting the various chips on time, connected and installed (hearing China is threatening to restrict exports of fiber-optic cables (another, in a long list...

'Highly Unlikely' US Will Extend Iran Ceasefire, 'Lots Of Bombs Will Go Off' If No Deal: Trump Summary Trump says 'highly unlikely' will extend ceasefire if deal not signed in Pakistan. Iran's military after Sunday's US seizure of Iran-flagged cargo ship: will "take the necessary action against the US military" Vance intends to depart Tuesday to Pakistan, though still unclear whether Iranians will join - Pakistanis say yes, but timeline is fluid. Trump warns "nobody's playing games" & "lots of bombs will go off" if no deal (PBS) Xi to Saudi crown prince important...

After The Bombing, Tehran Confronts Widespread Ruin After more than a month of conflict, a fragile ceasefire has allowed people in Tehran to begin assessing the scale of destruction, according to a new Bloomberg report. The city, home to around nine million people, now bears widespread signs of damage, from shattered buildings to entire blocks reduced to rubble. Although the truce has been extended for now, talks between the US and Iran have stalled, with major disagreements still unresolved around nuclear activity, regional control, and military influence. The Bloomberg piece notes that the...