Fabian فابيان
@iamfabian
Fabian, first (ever) of his name.
T&M, optics, copper, photonics, DCI, art, music, & endurance sports. NFA. Not investment advice. Not any advice. My own views.
3.7K Following 4K Followers
@FundaAI released this week an in-depth report into SpaceXAI's computing power.
SpaceXAI plans to build 4 GW of compute capacity using Rubin racks next year and their Rubin ramp looks power-constrained rather than supply-constrained.
Our colleague who worked on this piece might be the first person in the world to dive this deep into this topic.
I highly recommend this read alongside the great pieces written by the talented @damnang2 and @vikramskr
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Published my deep dive on HUBER+SUHNER (HUBN.SW)
Should have been Suhner rather than later, but here we are!
They are 160-year-old Swiss mid-cap that tripled in 6 months. Engineering precision on par with a Swiss watch except they make optical circuit switches (so $LITE are not the only ones making them with good insertion loss), RF cables, and crosslinked polymer insulation.
CHF 1B+ in orders for the first time ever. A hyperscaler POLATIS deal that kicked off a violent re-rating (is it $MSFT?). Add to it a China OCS angle that almost nobody is paying attention to yet.
Full piece below, and as always always open for feedback!
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