SCOTTSDALE — what a debut. ⚡️ Last week, the 2026 GSA Tech Summit made its Arizona debut, bringing together semiconductor leaders for powerful conversations on AI, manufacturing, and the technologies shaping what’s next. A huge thank you to our speakers, sponsors and attendees for making this inaugural Arizona gathering such a success. 📍Next stop: Munich, for EEF 2026 Tech Summit recap: #GSA# #Semiconductors# #AI# #TechSummit#

Sat down with @tuhinone at NYC Tech Summit last week. The question I care most about in AI is where does profit actually accumulate. My answer keeps coming back to inference: teams shipping real products need it fast, reliable, and cheap, and very few companies can deliver all three at scale. Baseten is one of them, and Tuhin has been clear-eyed about that from the start. Thanks to the Primary team for hosting and for the packed room.

Incredibly bullish $AAOI comments from the Rosenblatt Tech Summit today: 1. Sold out to at least H2 2027 Earnings should be durable...no cyclicality. Same as $LITE and $COHR. 2. Customers are willing to pay a premium for U.S. manufacturing That should mean pricing power leverage over customers = better margins for $AAOI when U.S. capacity comes online later this year. 3. Gross margins expected to inflect from ~30% range to 40% These are end of 2027 targets thanks to their CPO ramp up which is currently behind $LITE / $COHR. Room to grow definitely. 4. Market share could reach 20% with planned expansions Maybe a little aggressive given lower capacity vs. $LITE for example, but I like the ambition. Especially with significant expansions planned for 2027-2028. 5. 800G revenue expected to increase 5x in Q3 I think the reason a 5x is even possible while $LITE still ships behind EML demand is because of $AAOI's in-house laser production. Being vertically integrated is v. good. 6. 1.6T orders are ramping up $70-80 million expected in Q4 and ongoing qualification trials for additional customers. $AAOI earnings call had Q1'27 1.6T doubling in Q4, so the curve is pretty steep. But like I said earlier, the gate has migrated to DSP and TIA allocation which makes $MRVL / $AVGO the kingmakers of who ramps on schedule. 7. LTAs are being considered cautiously To balance profitability with customer diversification. Right call imo. --- Like I said earlier, $AAOI is now a manufacturing story. Demand is there, but growth is capped by the pace of their capacity expansion. That said, the current cycle is incredibly durable that far surpasses any kind of boom/bust talk imo.

👀ONE WEEK until the GSA Tech Summit takes on Scottsdale, Arizona on May 21st. From AI and advanced manufacturing to ecosystem collaboration and semiconductor innovation, hear from 20+ senior leaders representing some of the biggest names in technology. There is still time to secure your spot: #GSA# #semiconductor# #technology#

🚨 JUST IN: @CVPayne FEELS ABSOLUTELY BULLISH AFTER TRUMP’S TECH SUMMIT 🔥 “This is the FOURTH INDUSTRIAL REVOLUTION… this will be such a GIFT to HUMANKIND.” 🔥🔥 “Imagine telling a kid 20 YEARS FROM NOW… ‘We gave it all up because we didn’t want a building BEHIND OUR YARD.’”

👏 📍 That’s a wrap on the Lattice Tech Summit in Shenzhen, China! Last week we explored how we will achieve an autonomous future, with keynotes, technical sessions, and live demos showcasing Lattice and @AMI_PR innovation. Explore our products:

🚨 ONE MONTH. The countdown begins as the GSA Tech Summit takes over Scottsdale for the first time on May 21—uniting industry executives for a powerful program on AI, innovation, and the future of semiconductors. 🔗Secure your spot: #GSA# #AI# #Tech# #Semiconductors#