AI accelerator market is projected to hit $1.46T by 2030, with Nvidia alone taking ~$1T (~69% share) according to BofA estimates. Stacked growth from 2024–2030 shows the scale of the AI infrastructure buildout. #NVDA# #AI# #Semiconductors# #BofA#

Every accelerator company, and I mean every accelerator company, is likely going to do some variant of 3D DRAM or the “zHBM” which were both discussed at HotChips today. The larger companies will probably run (are running) parallel programs, but these two memory variants probably co-exist for a long time. Each has distinct advantages.

Mempool Accelerator lets anyone get their stuck transaction confirmed by paying an out of band fee, which prioritizes their transaction with over 80% of the network hashrate. @DMND_Sv2’s integration is the first of its kind, Stratum V2 miners using Job Declaration can now earn their share of that revenue. via @bitcoinmagazine

Vault Accelerator 2026 kicks off this week After the success of the first cohort, we’re running another one together with @turtledotxyz. This time, focused on GTM for vaults, neobanks, DEXes, and anyone looking to scale TVL and LP networks. Everything you need to turn attention into lasting liquidity.

Cointelegraph Accelerator welcomes a new cohort of startups ⚡️ • @CecuroAudit • @hive3tech • @DemetherDeFi • @KenomicAI • @TrendleFi • @renesisfi • @TheRiskProtocol Founders will get access to mentorship, funding opportunities, developer support, and global media exposure as they push toward the next stage of growth.

Yuanta Securities: Accelerator Market > Nvidia continues to hold leadership in shipment volume, with nearly 15 million units in 2027F. Google a close 2nd. > Nvidia's accelerator market share in terms of shipment volume expected to be 54% in 2026F, before dropping 41% in 2027F as non-Nvidia chips ramp in higher volume. $NVDA $AMZN $GOOGL $META $MSFT $AMD

Deep|Optics: OCS Content per Accelerator Grows with Each Generation as Demand Widens Beyond Google A year ago, optical circuit switches were mostly a Google program with one outside supplier shipping under $10m a quarter. Lumentum now expects its September-quarter OCS revenue to exceed $100m, and we believe its OCS revenue will pass $2.5b next year. TPU 8i put OCS ports into inference pods for the first time and the 6D torus would give the next training chip four times as many OCS ports as today. Demand for OCS is widening beyond Google. We expect Nvidia to adopt OCS once their scale-up domains pass eight racks, from late 2028. We see more than $20b a year of OCS demand by 2030. Lumentum leads merchant OCS shipments today, and Coherent is the other US-listed supplier. Google remains the only hyperscaler confirmed to buy OCS and nothing at Nvidia is in production yet. An OCS connects one fiber to another with a mirror, a liquid crystal cell or a chip and leaves the light untouched. With no transceiver and no DSP inside it, the same switch works at 800G, 1.6T or 3.2T and uses about 80% less power than a packet switch on Lumentum’s figures. Google has run OCS in their datacenter network for a decade and in their TPU pods since TPU v4. Until last year they built almost all of their switches themselves. Below is an illustration from Lumentum of how an OCS can fit within a datacenter. A TPU in Google’s 3D torus has 1.5 OCS ports. Google’s inference pods had none until TPU 8i, which links 36 groups of chips through OCS at about 1.25 ports per chip. The 6D torus reported for the next training chip would take the count to six ports per chip from 2027, or three if two transceivers share a port. Nvidia has no OCS in production. Direct fiber links tie up to eight racks together. Beyond eight racks, our model gives each GPU four ports, $800–1,200 of content at $200–300 a port. Some of this is already in reported numbers. Lumentum targets $400m of OCS for the second half of 2026 on a backlog from three customers. Coherent doubled its addressable market estimate to $4b by 2030 between February and March. Nvidia took part in iPronics’ $125m round on September 2. We attended ECOC in Málaga in late September and met with teams from Oriole Networks, Salience Labs, iPronics, LightDance and others. OCS was one of the topics discussed during the week. This note updates the OCS market outlook and presents both the bull case and the pushback we heard from the industry. The companies discussed in this report include: 1. Lumentum 2. Coherent 3. Huber+Suhner 4. Google 5. Nvidia 6. Broadcom 7. Marvell 8. Astera Labs 9. Arista Networks 10. Ligent 11. nEye (private) 12. iPronics (private) 13. Salience Labs (private) 14. LightDance (private) 15. Oriole Networks (private) Detailed Report