•
33
•
@BeachPlease Thank you 👍🏻 I also find GFS exciting in the context of data centers/power. In my view, MTSI and CRDO also fit well in the direction of high-speed connectivity and AI infrastructure. The area is now becoming so broad that a complete infrastructure stack is slowly emerging.
•
11
•@ScaleLimits The next step will be photonic processing units, i.e. computing with photons instead of electrons. That will turn the market upside down! You may already know them, I think they also wanted to go public qant.com/en
•
11
•@BeachPlease Yes, I know 🙂 That would be another step in the direction of "light-based computing". I find it extremely exciting from a technological point of view, but for me it is currently more of an option or visionary level. My post initially relates more to optical data transmission within the existing AI infrastructure.
••
@ScaleLimits I agree, I always think of a Formula 1 car on a country road. First build infrastructure, then a fast car :)
••