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Noteworthy...
In just over a year's time frame, three highly accomplished and very well connected individuals have agreed to come aboard as Independent Directors. I believe their combined 95 years of industry experience will be instrumental to LWLG's future going forward.
9/9/24
Dr. Connelly said, "I am delighted to join Lightwave Logic's board at such a transformational time for the Company and the silicon photonics ecosystem. I look forward to working with the management team and the other Board members to guide the Company as it ramps up efforts for strategic industrial partnerships and initiatives for its polymer technology platform to be a commercial success.".....He joined DuPont in 1977, and played key roles in
Delrin®, Kevlar®, Sorona® and Teflon®.
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl137777.pdf
7/23/24
Mr. LeMaitre stated: "Generative AI is rapidly transforming the optical communications industry. The need for massive, meshed and parallel interconnections of GPUs inside AI and machine learning clusters highlights the limitations of legacy technologies. To scale up the bandwidth per optical lane to 200Gbps and beyond, new materials will be required to address the shortcomings of today's modulators. With its proprietary EO Polymer technology, Lightwave Logic is uniquely positioned to become a critical supplier of solutions for the future of the Generative AI market. I am excited to join the Lightwave Logic Board and look forward to leveraging my business experience to provide strategic advice to take advantage of these unique growth opportunities."
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl135912.pdf
7/19/23
Ms. Partridge stated: "I am excited by the opportunity to join the Board of Lightwave Logic. Their breakthrough technology is a critical infrastructure ingredient for the next generation of computing. Tools like ChatGPT and Bard are putting unprecedented capabilities into the hands of the average consumer and as individuals begin exploring those capabilities, the underlying datacenter infrastructure needs to innovate to support that demand. I look forward to working closely with the Board to offer my decades of experience in helping traditional industries incorporate disruptive new technologies - including IP licensing and technology transfer business models."
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl120263.pdf
"We are confident in the implicit competitive advantage of our solution to support datacenters around the world which are responding to the burgeoning demand for higher speed data transmission from artificial intelligence, machine learning, and other cloud-based services."
Looks like Oracle's gonna need to find their own Three Mile Island to recommission...
Oracle $ORCL wants to increase its data center footprint by 500% to 1,100%.
— Beth Kindig (@Beth_Kindig) September 20, 2024
Oracle currently has 162 data centers, but Chairman Larry Ellison said he believes Oracle “will have 1,000 or 2,000 or more data centers” in the future.$NVDA $MSFT $GOOG $AMZN pic.twitter.com/pKwTp2WRSz
CNBC reporting that Qualcomm has approached Intel regarding takeover...
Power demand has gone parabolic and we are just at the infancy of the AI revolution. Power efficiency solutions are critically needed, as well as the need for massively increased power supply and generation.
"to contextualize the growth in power demand and the need for large scale data centers, an individual query on ChatGPT uses 10X the power capacity of one Google search."
Simrit Dhinsa, Head of Financial Modeling, Research and Analysis Galaxy Mining
Incredible...
Virginia Data Centers Face Seven-Year Wait for Dominion Power Hookups
https://www.bloomberg.com/news/articles/2024-08-29/data-centers-face-seven-year-wait-for-power-hookups-in-virginia
By 2028, global AI investments are projected to nearly triple to $630 billion, rising at a 30% 5-year CAGR.$NVDA $MSFT $META $GOOG $AMZN $AMD https://t.co/5BBZi3fBEx
— Beth Kindig (@Beth_Kindig) August 23, 2024
Slide 13....
“in many ways polymers will be an ideal enabler of the growth expected in Infiniband usage”
Infiniband is a key enabler for NVIDIA
higher speeds are required now
Slide 17...
"Polymers fill the roadmap"
(the Industry InfiniBand roadmap...)
https://www.lightwavelogic.com/#b2iLibScrollTo
Global Photonics Economic Forum 2024
Day 1: 01 October 2024
10:10 - 11:00
CEO PANEL
Moderator: Michael Lebby, CEO, Lightwave Logic
Panelists: John T.C. Lee, President & CEO, MKS Instruments; Chuck Mattera, Former Chair & CEO, Coherent; Mike Dastoor, CEO, Jabil; Anders Lindqvist, CEO, Mycronic
Discussion among top CEOs about leadership and strategic direction in the photonics industry.
https://www.optica.org/events/industry_events/2024/global_photonics_economic_forum_2024/speakers/
Noteworthy...Lebby & Liu connection
Chaired by Michael Lebby from Lightwave Logic, the highly industrial and commercially experienced committee includes:
Pierpaolo Ghiggino Industry Consultant, Wladek Forysiak of Aston University, Stephan Neidlinger from Adtran, Daryl Inniss from OFS, Glenn
Wellbrock from Verizon, Frank Chang from Source Photonics, Bill Ring from Vector Photonics, and Karen Liu from Nubis Communications Inc.
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
Outstanding find hoopie! Thx!
Great summary Fiscall, Thx!
Next on our shortlisted companies for the #IndustryAwards2024🏆
— ECOC Exhibition (@ECOC_Exhibition) July 26, 2024
Most Innovative Product: Most Innovative Hybrid PIC/Optical Integration Platform…
Lighwave Logic, Inc.@AvicenaTech@POETtech
Congratulations and good luck to all!👏🍀
✅Stay tuned for more! pic.twitter.com/UlOXUdcm8e
PIC Summit Europe 2024
(Organized and hosted by PhotonDelta - European Integrated Photonics Ecosystem)
About PIC Summit Europe
Taking place 15-16 October in Eindhoven, The Netherlands, PIC Summit Europe attracts the leading lights from across the photonic chip industry, which makes the event one of the most influential events in the industry.
Photonic chips, also known as Photonic Integrated Circuit (PIC), harnesses the power of light to create energy-efficient, faster, and more accurate microchips. These enable new applications, such as LiDAR, innovative networking solutions and all kinds of sensing solutions for agrifood, maintenance and medical challenges.
Imagine – two whole days dedicated to discussion, collaboration, and innovation with key international opinion leaders from across our thriving industry. The conference offers a rich programme – featuring keynotes from semicon executives, users of photonic chip technology, EU policymakers, and the wider photonic chip community to discuss the future of the global industry.
Gold Partners 2024
phix
PHILLIPS
ficontec
SMART PHOTONICS
LUCEDA PHOTONICS
Vanguard Automation
https://www.etr.events/picsummiteurope/5506174
PhotonDelta opens office in Silicon Valley to power next wave of semicon tech in North America
09 July 2024
In terms of the AI driven increase in power consumption, I just read we are heading towards an 8,000% increase in data center power consumption with a 300% increase alone coming in the next few months due to the Nvidia Blackwell chip rollout.
Here's an excerpt from a 2023 report by Digital Realty, ticker (DLR), a major data center player...
Music to my ears..;)
Absolutely incredible x!
I agree re nukes, it appears to me to be the most viable option going forward.
On that note CarlinNM...
A report stated that at peak of 700W and ~61% annual utilization, each GPU would draw 3.74 MWh; this means that Nvidia’s $NVDA 3.76 million GPU shipments in 2023 could consume as much 14,384 GWh (14.38 TWh).
— Beth Kindig (@Beth_Kindig) June 27, 2024
The 14.4 TWh is equivalent to the annual power needs of more than 1.3… https://t.co/TtVV3CELK2
Data centers to run out of power in two years, says DigitalBridge CEO
5/8/24
A Data Center Building Boom Is About to Begin
4/29/24
The strain to the power grid due to AI adoption and subsequent DC buildout to support future growth will require drastic measures. Listen to Paul Sankey of Sankey Research on CNBC last Friday...specifically 4:50 mark...comments about Zuckerberg and Amazon...incredible!
https://www.cnbc.com/video/2024/05/31/paul-sankey-talks-how-to-play-oil-after-worst-month-of-2024.html?__source=sharebar%7Ctwitter&par=sharebar
New EPIC member, #SilOriX, provides scalable and sustainable solutions by enhancing silicon photonics through engineered organic materials.https://t.co/XdskHNXyCy#EPICmembers #photonics #photonicseu #silicon #datatransmission pic.twitter.com/Og5Qbv65gX
— EPIC Photonics (@EPIC_photonics) May 22, 2024
Great post proto, thank you!
AI's impact on GDP now estimated at $25T...5x mobile's impact!!
Since this interview only a month ago, we are hearing higher than expected estimates on AI having now an $11T impact in the brief period of 3 years.
— Beth Kindig (@Beth_Kindig) May 3, 2024
This unprecedented effect is largely due to AI's ability to address real-world challenges, reduce operational costs for… pic.twitter.com/o2NkoFNgma
Staggering figure....25% by 2030!
With this surging demand for AI chatbots and AI training, Arm CMO Ami Badani predicted that data centers could account for 25% of US electricity consumption by 2030.$ARM $NVDA $AVGO $MSFT $AMD $AMZN $GOOG https://t.co/qSSNdFN6JF
— Beth Kindig (@Beth_Kindig) April 28, 2024
Incredible statistic just mentioned on CNBC...
"AMZN, AAPL, GOOG & META alone consumed more electricity than the country of Colombia in 2022"...wow!
Phil Smith
Non-Executive Independent Chairman of the Board
Just under 24 yrs with Cisco...1994-2018
We are delighted to announce the start of a long-term strategic collaboration with @GLOBALFOUNDRIES to develop vital gallium nitride on silicon (GaN on Si) technologies for mobile & wireless infrastructure applications. Full press release: https://t.co/MtEvmAcdqH#semiconductor pic.twitter.com/nv0kMvRqYK
— IQE (@IQEplc) October 21, 2021
We are delighted to announce a multi-year agreement with @Lumentum for the supply of #epiwafers supporting #3D sensing, #LiDAR for #automotive and #opticalnetworking applications.#semiconductors #semiconductorindustry #compoundsemiconductors pic.twitter.com/jw9LVk5iAY
— IQE (@IQEplc) June 22, 2022
Outstanding micro, thank you for posting your research! A little digging on Rodney Pelzel, listed as a co-inventor on both patents, finds he is with LSE listed IQE PLC (52 week high 4/15/24)...Clearly, clearly Dr. Lebby's tentacles reach far beyond anything we can imagine and clearly much more is going on behind the scenes than meets the eye.
Company Profile
IQE plc is a supplier of advanced compound semiconductor wafers and materials solutions. It is engaged in the development, manufacturing, and sale of advanced semiconductor materials. It operates through three segments: Wireless, Photonics and CMOSS++. The Wireless segment is a part of the business that manufactures and sells compound semiconductor materials for the wireless market, which includes radio frequency devices that enable wireless communications. The Photonics segment is a part of the business that manufactures and sells compound semiconductor materials for the photonics market, which includes applications that either transmit or sense light, both visible and infrared. The CMOSS++ segment is part of the business that manufactures and sells advanced semiconductor materials related to silicon, which includes the combination of the advanced properties of compound semiconductors with silicon technologies. It serves various markets, such as automotive, healthcare, and industrial.
Phil Smith
Non-Executive Independent Chairman of the Board
Americo Lemos
Chief Executive Officer
Andrew Nelson OBE
President, Non-Executive Director
Jutta Meier
Chief Financial Officer
Rina Pal-goetzen
Vice President - Government Affairs
Address
Pascal Close
Cardiff
CF3 0LW
United Kingdom
https://www.iqep.com/
Rodney posted this 1mo ago...
"I recently had the opportunity to share my thoughts on how lessons from working with GaN and oxide materials are setting the stage for the future of AI. At IQE, we're leveraging our expertise in compound semiconductors to address some of the most pressing challenges in technology today. Excited for what lies ahead. Check out the full article: https://lnkd.in/eUXHpjGN
hashtag#FutureOfAI hashtag#QuantumComputing hashtag#MaterialsScience hashtag#GaN"
I find TriEye's technology very interesting, similar to Lidar to some degree. ML has said more than once, Lidar could be an area of focus and application for LWLG at some point. ML also loves to use the word "ubiquitous" when referring to the potential for LWLG's polymers, so anytime I see him rubbing shoulders with smart people from innovative companies (innovative enough for Intel to invest in), it gets my attention.
Seeing Beyond the Visible
TriEye offers SWIR sensing capabilities to mass-market applications. Our unique technology provides mission-critical imaging and ranging information in all weather and lighting conditions. We enable the implementation of SWIR sensors at scale; Vision systems can now utilize a new layer of critical information, reshaping how they operate and enhancing their capabilities tremendously.
https://trieye.tech
TriEye and Vertilas Partner to Demonstrate 1.3µm VCSEL-Driven SWIR Sensing Solutions
TEL AVIV, Israel, April 16, 2024 /PRNewswire/ -- TriEye, pioneer of the world's first cost-effective mass-market Short-Wave Infrared (SWIR) sensing technology, and Vertilas GmbH, a leader in InP VCSEL products, announced today the joint demonstration of a 1.3µm VCSEL-powered SWIR sensing system..............
About TriEye
TriEye is the pioneer of the world's-first CMOS-based Short-Wave Infrared (SWIR) image sensing solutions. Based on advanced academic research, TriEye's breakthrough technology enables HD SWIR imaging and accurate deterministic 3D sensing in all weather and ambient lighting conditions. The company's semiconductor and photonics technology enabled the development of the SEDAR (Spectrum Enhanced Detection And Ranging) platform, which allows perception systems to operate and deliver reliable image data and actionable information, while reducing expenditure up to 100x the existing industry rates. For more information, visit www.trieye.tech
About Vertilas
Vertilas GmbH is a leading global provider of long wavelength Vertical Cavity Surface Emitting Laser diodes (VCSEL) for optical communications, gas sensing (TDLS), 3D sensing and customer-specific applications. VERTILAS® unique Indium Phosphide (InP) VCSEL technology offers a wavelength range of 1.3 µm to 2.3 µm and has been proven for 20 years in a variety of demanding markets. Vertilas VCSELs are available as single-mode and multi-mode emitters, feature ultra-high performance, and enable system designers to reduce power consumption by 50% and more compared with other laser tecnologies. For more information, visit www.vertilas.com
https://www.prnewswire.com/news-releases/trieye-and-vertilas-partner-to-demonstrate-1-3m-vcsel-driven-swir-sensing-solutions-302117692.html?tc=eml_cleartime
***********
Intel, Samsung and Porsche among investors in TriEye’s $74M funding round
Aria Alamalhodaei@breadfrom / 8:00 AM EST•November 10, 2021
M. Lebby Linkedin page, that's a couple of guys that look pretty excited to me!
David Cheskis
• 3rd+
Sr. Product Director TriEye
8h
Day 2 at #PICInternational has begun.
Be sure to stop by to join the conversation today.
Michael Lebby
#trieye #swir
https://trieye.tech
Prior to TriEye, worked at Lumentum...
Incredible, the US leads the world's closest competitor (Germany) by a factor of 10x...
Here's a look at data centers worldwide with 5,381 in the US, the most of any country.$MSFT $NVDA $GOOGL $AAPL $META $AMD $INTC $QCOM $IBM $ORCL pic.twitter.com/IsYHQ7qU8E
— Beth Kindig (@Beth_Kindig) April 14, 2024
How could I forget Optimus...
Meet Optimus - Gen 2—Tesla's latest and greatest humanoid robot. Optimus - Gen 2's hand movements are so gentle and precise that it handles the preparation of eggs. In a demo video, Tesla showed how Optimus' hand could pick up an egg using its tactile finger sensors.
Feb 27, 2024