StatementDog | AI & Tech Supply Chains(@statementdog):New estimates from Taiwan expect NVIDIA $NVDA’s move to 1.6T cables to begin in 4Q26, with the larger ramp coming in 2027. They also cut active electrical cable revenue forecasts for Taiwan supplier BizLink 3665 TT by 27.9% for 2026 and 24.3% for 2027. BizLink’s 1.6T capacity was ready in 2H26, but most US cloud providers are still early in their 800G deployments. Vera Rubin is expected to be the first server platform to use a 1.6T transmission architecture. Credo $CRDO also sells AEC products supporting speeds up to 1.6T, so the timing is relevant to the market it serves. The report does not say Credo’s own orders have been delayed.

StatementDog | AI & Tech Supply Chains@statementdog

2026.08.25 03:56

New estimates from Taiwan expect NVIDIA $NVDA’s move to 1.6T cables to begin in 4Q26, with the larger ramp coming in 2027. They also cut active electrical cable revenue forecasts for Taiwan supplier BizLink 3665 TT by 27.9% for 2026 and 24.3% for 2027. BizLink’s 1.6T capacity was ready in 2H26, but most US cloud providers are still early in their 800G deployments. Vera Rubin is expected to be the first server platform to use a 1.6T transmission architecture. Credo $CRDO also sells AEC products supporting speeds up to 1.6T, so the timing is relevant to the market it serves. The report does not say Credo’s own orders have been delayed.