Thank you for another great article. I would love to hear your thoughts on microled technology and if it has the potential to disrupt lasers. Avicena is farthest along with backing from big players and since CPO is possibly delayed, does this open a door for replacing lasers with microleds?
For Sivers, its core offering is WDM laser arrays, which are only for extremely high-speed scenarios. If it gains entry into NVIDIA’s ecosystem, is it necessary for Rubin Ultra to adopt this kind of product, or will Feynman be the earliest platform?
As for non-NVIDIA ecosystem, such as AMD and Google, they deliver lower performance compared to NVIDIA, so will demand for this kind of laser arrays be even later?
Great article. Loved the structure of this piece. Analogy, details, how it relates to investing, then connecting to specific companies. 👌🏽
thanks hope it is helpful for you
Thank you for another great article. I would love to hear your thoughts on microled technology and if it has the potential to disrupt lasers. Avicena is farthest along with backing from big players and since CPO is possibly delayed, does this open a door for replacing lasers with microleds?
For Sivers, its core offering is WDM laser arrays, which are only for extremely high-speed scenarios. If it gains entry into NVIDIA’s ecosystem, is it necessary for Rubin Ultra to adopt this kind of product, or will Feynman be the earliest platform?
As for non-NVIDIA ecosystem, such as AMD and Google, they deliver lower performance compared to NVIDIA, so will demand for this kind of laser arrays be even later?
The table looks incorrect, all entries read "scale-out"