Nutty(@NuttyCLD):I happened to be working on an OCS article when @PhotonCap published this piece on the same topic. It explains how skipping optical-to-electrical conversion can reduce costs and power consumption, and why slow-moving mirrors can still be fast enough for AI training. A useful look at both the technology and the economics behind Lumentum’s rapid OCS revenue growth. My piece takes that discussion a little further, looking at how incumbents’ manufacturing experience stacks up against newcomers’ technologies. Coming soon.

2026.09.22 06:49

I happened to be working on an OCS article when @PhotonCap published this piece on the same topic. It explains how skipping optical-to-electrical conversion can reduce costs and power consumption, and why slow-moving mirrors can still be fast enough for AI training. A useful look at both the technology and the economics behind Lumentum’s rapid OCS revenue growth. My piece takes that discussion a little further, looking at how incumbents’ manufacturing experience stacks up against newcomers’ technologies. Coming soon.

Photon Capital@PhotonCap

2026.09.20 19:42

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