@DratchCap I think the power issue in 2028 will get solved by ripping out liquid cooled B200/300 Trn2/3 TPU6/7 and replacing with Feynmann equivilant. Token/w overtake priority from Token/$ in power scarce world. Anyone who depends on long depreciation will get hurt.

ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns In gory detail: reliability, performance, support, pricing —and, of course, security— in our most thorough analysis of GPU cloud providers globally

Marvell is demonstrating its co-packaged optics platform at @ECOC_Exhibition, including a 102.4 Tbps capable CPO implementation built on class-leading silicon photonics. The physics driving CPO adoption are straightforward. As per-lane speeds in scale-up fabrics increase, the distance over which signals can travel over passive copper falls. AI pods spanning multiple racks require longer interconnect distances than copper can support. CPO brings optical elements directly into the package alongside the IC, reducing distance, improving performance, and lowering power consumption. The demonstration at booth 2002 showcases 200G per lane with aggregate bandwidth in multiples of 6.4 Tbps, alongside detachable ELSFPs for rapid laser replacement and simplified manufacturability. #ECOC26# #ECOCExhibition#

This is my first time putting together a list like this. I’d like to share some independent researchers who are active on X and consistently provide me with valuable insights. They have given me a lot of valuable insights, so I highly recommend checking them out! And if there’s anyone I missed, please let me know in the comments! @PhotonCap : One of the best experts in optics, without a doubt. His Substack has a lot of deep and insightful analysis on the optical industry. @vikramskr : A semiconductor researcher with a background at Qualcomm who now also provides research for institutional clients. He’s not only extremely knowledgeable, but also a genuinely great person. I’ve learned a lot from him, both professionally and personally. @Frenchie_ : A France based market analyst who also runs a large community of his own. I feel like I’m always receiving insights and help from him, so I’m simply grateful. @ParadisLabs : An excellent source for timely market news and insights on X. He also shares insightful articles every week, so definitely give him a follow. @jukan05 : Do I even need to explain? His subscription is only $1. Just go subscribe already. @jmartinprin : An optics and semiconductor expert formerly with SemiAnalysis. I’ve learned a tremendous amount of technical knowledge from him and personally really appreciate all the insights he has shared with me. @demian_ai : A market expert currently with Nebius. I’m really excited to see the AI bottleneck product he’s building. @pequityresearch : A professional investor and market analyst. Personally, I think his X subscription is way too cheap for the value he provides. If you want to follow analysis across the broader market, definitely check him out. @benitoz : I was particularly impressed by his recent critique of SemiAnalysis. Looking forward to seeing more from him. @ShortSeller : He gives me a lot of insight into technical chart analysis, which is definitely one of my weaker areas. Always appreciate what I learn from him. @ren_stocks : I don’t know. I just really like Pikachu. 😂 And his posts too, of course. @NuttyCLD : Personally, I think he’s one of the best semiconductor industry professionals at explaining technical topics in a simple and understandable way. Please post a little more on X! @AurelionRsch : They run what I consider one of the best models for an independent research firm. I’ve gained a tremendous amount of insight from their work. @BigBerbowski : He provides thoughtful research across AI infrastructure, semiconductors, and the broader ecosystem. His work has personally helped me a lot, and I’m very grateful for it. If there’s anyone I missed, please let me know in the comments! And once again, thank you to everyone on this list for all the insights and support!