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K
If I continue the line about what has happened 15 years ago in the fibre market as an analogy to today: 112G over single fibre will...
Jan 31, 2026
K
This makes sense. We could measure the utilization of many different kinds of accelerators, and we'd find that the accelerators are at...
Jan 31, 2026
P
Maybe... Many many companies built whole on premise private datacentres just to host a website, ERP, and a few file servers. Corporate...
Jan 31, 2026
P
If I continue the line about what has happened 15 years ago in the fibre market as an analogy to today: 112G over single fibre will...
Jan 31, 2026
K
There’s a big difference between “collecting dust” and “GPUs being underutilized”. Most existing AI data centers are significantly...
Jan 31, 2026
Look at multimode fibre – another creature of marketing driven tech companies. They calculated that there must be a niche in the market...
Jan 31, 2026
P
True but Google deals directly with TSMC, uses the PDKs, etc... Google does other chips besides the TPU. Google used Avago at first to...
Jan 31, 2026
This was a very interesting listen. It sounds like it won't scale as high bandwidth-wise as fiber long term, but it finds a potential...
Jan 31, 2026
The problem isn't so much long-term, it's real soon now...
Each "e-tube" carries two RF carriers at around 80GHz and 170GHz, each PAM4...
Jan 31, 2026
I tend to believe that CPO guys like LightMatter and Ayar Labs will provide better solutions - they seem to have figured out how to deal...
Jan 31, 2026
Look at multimode fibre – another creature of marketing driven tech companies. They calculated that there must be a niche in the market...
Jan 31, 2026
Indeed a number of startups are attempting to find such sweet spot outside the mainstream SiPho/CPO, which will still need quite some...
Jan 31, 2026
S
Indeed a number of startups are attempting to find such sweet spot outside the mainstream SiPho/CPO, which will still need quite some...
Jan 31, 2026
S
Look at multimode fibre – another creature of marketing driven tech companies. They calculated that there must be a niche in the market...
Jan 31, 2026
S
Look at multimode fibre – another creature of marketing driven tech companies. They calculated that there must be a niche in the market...
Jan 31, 2026
Like.
If I continue the line about what has happened 15 years ago in the fibre market as an analogy to today: 112G over single fibre will...
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