The Cool Aisle by George Notter... ICYMI (Independence Day Edition)

Research evidence excerpt

The Cool Aisle by George Notter... ICYMI (Independence Day Edition)

s received antitrust approval to acquire Mesh Optical Technologies. The startup, founded by former SpaceX

engineers, aims to mass-produce 1.6Tbps transceivers using automated flip-chip die bonding. Its design implements

eight-lane 224 Gbps PAM4 modulation and cuts power consumption to one-third of rival models by eliminating retimer

digital signal processor silicon. The development is a testament to the demand for reliable, power efficient solutions

in the Optical world as power becomes increasingly constrained.

OpenAI Considers Offering 5% Equity Stake to U.S. Government... OpenAI is considering offering 5% of their business

to the US government. Of course, the government had bought a 10% equity stake of Intel earlier this year. Of course,

AI companies face significant regulatory hurdles. While Intel was a source of criticism pre-buy out, they have been

increasingly supported post the transaction. OpenAI may be pursuing a similar course of action as they continue to face

significant political and regulatory hurdles.

Etched, AI Chip Startup, Raises $800M... Etched, an AI chip startup, has raised $800M and signed $1B in sales contracts

for AI inference workloads. In particular, the company co-designs chips, racks, software, and manufacturing methods to

drive the best throughput, cost, latency, and power efficiency for prefill and decode workloads. We've noticed in recent

months that hyperscalers are increasingly diversifying their chip decisions and architectures. This is another data point.

New chip designs may also present an opportunity for our Optical vendors to not only offer different product types

but also participate more deeply on the design side as well.