Sean(@sean_________):SIG Networking Expert call notes: “1.6T” on the compute tray is usually two ConnectX-9 800G ports. VR200 doubles optical intensity to 2:1 — second leg of the cycle without needing CPO. Spectrum-X CPO is optional. Hyperscalers will take pluggable. Laser bookings look 2× demand. The real AEC/ACC driver is the custom adjacent-rack design (NVL72 + switch rack), not SuperPOD. Meta is already on AECs. Bidirectional NVLink-6 kills redrivers. Rubin Ultra staying 2-die = incremental, not a networking event. Google choosing 300G/lane PAM4 on TPU v9 is the quietest big signal of the year. UALink is getting squeezed. Ethernet scale-up is what OpenAI and AMD are actually building. ... etc. $NVDA $CRDO $SMTC $LITE $COHR

2026.08.26 17:29

SIG Networking Expert call notes: “1.6T” on the compute tray is usually two ConnectX-9 800G ports. VR200 doubles optical intensity to 2:1 — second leg of the cycle without needing CPO. Spectrum-X CPO is optional. Hyperscalers will take pluggable. Laser bookings look 2× demand. The real AEC/ACC driver is the custom adjacent-rack design (NVL72 + switch rack), not SuperPOD. Meta is already on AECs. Bidirectional NVLink-6 kills redrivers. Rubin Ultra staying 2-die = incremental, not a networking event. Google choosing 300G/lane PAM4 on TPU v9 is the quietest big signal of the year. UALink is getting squeezed. Ethernet scale-up is what OpenAI and AMD are actually building. ... etc. $NVDA $CRDO $SMTC $LITE $COHR