kokycpcb(@pcbanalysis):To be blunt, some analysts jumped the gun by baking experimental tech into their models way too fast. The reality check is that orthogonal backplanes are hitting a brick wall—neither M9 nor PTFE can pass the validation tests right now. Looking at the actual ground truth, M9-grade specs are steadily ramping up in GPU and ASIC servers. It makes zero sense to lose sight of the entire forest just for Kyber, a highly experimental project that's highly unlikely to cross the finish line anytime soon."

2026.07.06 07:39

To be blunt, some analysts jumped the gun by baking experimental tech into their models way too fast. The reality check is that orthogonal backplanes are hitting a brick wall—neither M9 nor PTFE can pass the validation tests right now. Looking at the actual ground truth, M9-grade specs are steadily ramping up in GPU and ASIC servers. It makes zero sense to lose sight of the entire forest just for Kyber, a highly experimental project that's highly unlikely to cross the finish line anytime soon."