KawzInvests(@KawzInvests):Why am I so focused on networking over raw compute? Look at GPU utilization 53% of surveyed data center operators report running at only 50–70% capacity during peak demand. GPUs aren't sitting idle because they lack compute power, they're sitting idle because they're waiting for data. They wait on storage, they wait on CPUs, and above all, they wait on other GPUs to send results back across the network. If you add more compute to a cluster without upgrading the pipes, you just get diminishing returns on your capex. $LITE $COHR $AAOI $CRDO

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KawzInvests@KawzInvests

2026.09.18 21:13

Why am I so focused on networking over raw compute? Look at GPU utilization 53% of surveyed data center operators report running at only 50–70% capacity during peak demand. GPUs aren't sitting idle because they lack compute power, they're sitting idle because they're waiting for data. They wait on storage, they wait on CPUs, and above all, they wait on other GPUs to send results back across the network. If you add more compute to a cluster without upgrading the pipes, you just get diminishing returns on your capex. $LITE $COHR $AAOI $CRDO