Ba de ya~
Say do you remember~~
May the Amazon be with you.
Alibaba unveiled its Zhenwu V900 AI accelerator and a >20GW cloud-capacity target for 2032.
$MPWR
2500$ Let’s go
Future cost 🤓
구글이 arm대신 x86, 그것도 인텔을 선택한 함의를…
$cohr
Coherent launched PhotonLink AI optics, reporting anchor customers and long-term agreements for CPO and NPO.
광 again
Sept. 17 — GlobalFoundries and Marvell expanded their chip-capacity agreement for AI data-center optical connectivity. Reuters
The multi-year deal adds SiGe capacity in Vermont for pluggable, near-packaged and co-packaged optics; volumes and financial terms were undisclosed.
POV : If demand materializes, the deal could improve $MRVL supply assurance and $GFS fab utilization—further evidence that optical interconnects are becoming a core AI bottleneck.
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Sept. 15 Axelera AI launched its second-generation “Europa” inference chip and secured multiple European AI-factory supply contracts.
The startup reports 600+ customers and deals worth tens of millions; its $1.5B sales pipeline is prospective—not booked revenue.
Comment : Europe’s sovereign-AI buildout is creating alternative inference-chip demand, with deployments flowing through $DELL and $SMCI systems.
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FCC’s recent policy shifts consistently point toward LEO becoming a core communications infrastructure layer integrated with terrestrial networks, not just satellite internet.
From SCS/D2D to relaxed device rules, improved spectrum efficiency, and unlicensed-device connectivity, the core LEO thesis is increasingly embedded in the regulatory roadmap.
Ultimately, the real opportunity may lie not in the number of satellites, but in the NTN modem, RF, and connectivity ecosystem linking billions of devices across terrestrial and satellite networks.
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