Ben Bajarin
@BenBajarin
CEO & Principal Analyst @creativestrat. Full-stack tech analysis from silicon to markets. Advisor to tech leaders. Technologist at heart.
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$GLW having a presentation on optics. This slide.. Everywhere you see yellow you see Corning.
"And when we add the optical scale up network to interconnect all the switches in every GPU rack, well we add a lot more yellow."
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The agentic CPU, as a specific product, will evolve over this year. It's possible much of what we know now will be out of date in six months. That said...
This was a stab at detailing the market and TAM size from mid-March.
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