2021 and still haven't started my 100 bagger move (Spectra7 SEV, Lightwave Logic LWLG)
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Nothing special tbh. To several people from I-pex corp through Linkedin and Facebook. All the same question. I'm basically asking if I-PEX works for Nvidia? Also i on where to listen to the earnings call. Can't find it a good link
I got some questions out to I-PEX. Been busy looking at their stuff. High quality company. They made a cool video.
https://www.i-pex.com/library/video/enterprise_solutions_for_112_gbps_pam4
Connects the GPU's (of Nvidia).
Forget about that part. PSVR2 was initially a great win for Spectra7 but the sales were a bust. Causing almost the end of the company.
I focus on ACC inside and outside the box. Hoping for early revenues on that part. Next I want to know if their are conference calls for I-PEX. Hope to learn they say something about ACC's and Nvidia.
Back to work
True. That’s why we always have those cablemakers like Volex and I-PEX being PR’ed and not Nvidia.
We wait for revenues as proof.
Let thé shareprice for what it is. From were i stand little AEC and ACC is generated for Credo and Semtech. But it’s a start. I have time.
So we have potential cliënts inside and outside the box.
Piecing together Semtech is an ACC supplier for Nvidia. They say so in their latest CC. Also they say that they are 1 of 2 suppliers. So who’s the other? Spectra7 is very likely because Nvidia speaks in their ACC documentation about CABLINE.
With the recent PR, this confirms it, imo
Dont be alarmed. It’s me buying a few shares
Ok some thoughts. If Semtech can confirm Nvidia as a client, i hope we can confirm also in case we are the second supplier.
With the IPEX connection, this is almost 100% proof. CABLINE in Nvidia’s documentation.
Also Semtech confirmed to be 1 of 2 suppliers for Nvidia. So we must be the other one.
It is indeed plausible that Nvidia chooses multiple suppliers for their Active Copper Cables (ACCs), given the critical nature of their data center infrastructure and the need for redundancy and flexibility. During the earnings call, Semtech indicated that they are one of two suppliers for ACC solutions at Nvidia. This suggests that Nvidia has already engaged at least one other supplier, possibly to mitigate risks and encourage competition among vendors.
Given the market and available technologies, potential other suppliers such as Spectra7 (S7) and MACOM could indeed be contenders or additional suppliers for Nvidia’s ACC solutions:
1. Spectra7 (S7): This company has experience providing analog signal processing technology for data center applications and offers solutions for high-speed cables, including ACCs. It is quite possible that Nvidia is also working with Spectra7, especially considering S7’s focus on low-power and low-latency solutions.
2. MACOM: This company is a well-known player in high-speed signal integrity and analog technology. MACOM offers solutions that compete with both DSP-based and analog signal processing, making them a potentially attractive choice for Nvidia, depending on specific technical requirements and pricing.
Since Nvidia is a strategically important and demanding customer, it is likely that they opt for a combination of suppliers to ensure optimal performance, flexibility, and supply security.
During the earnings call, Semtech specifically mentioned their collaboration with Nvidia regarding Active Copper Cables (ACCs). Key points about Nvidia are:
1. Collaboration with Nvidia:
• Semtech is working with Nvidia to implement their CopperEdge continuous-time linear equalizers in low-power, low-latency ACCs for use in Blackwell racks and pods. This means that Semtech’s technology is being used to enhance the performance of connections within these Nvidia systems.
2. Delivery Expectations:
• For the 200G CopperEdge linear redrivers, Semtech has already received orders from ACC cable manufacturers. They expect deliveries to begin in the third quarter of fiscal 2025 in limited quantities, with a nominal increase in the fourth quarter and further acceleration in the next fiscal year.
3. Expansion into New Markets:
• The collaboration with Nvidia is seen as a first step, with further opportunities to implement ACC solutions more broadly in the AI connectivity space. This not only involves Nvidia but also other potential customers with similar requirements for low latency and low power consumption in data centers.
In summary, Semtech emphasized that the partnership with Nvidia is an important strategic move, where their ACC technology is being utilized for advanced AI systems, laying the foundation for further growth in the ACC segment.
I do find Credo, Macom and Semtec are absent
Great. A more solid Nvidia connection again. Im liking what i see
IPEX guy from the press release.
Some great information on the I-PEX side. We have a new product and a new market opportunity. https://www.i-pex.com/library/article/i-pex-enterprise-solutions?_gl=1*10e46i5*_gcl_au*MTQ0MDY5MjgxMy4xNzI4OTQyMDI4*_ga*MjAwNjUwNDk3Ni4xNzI4OTQxODE1*_ga_DEY9B1DM8Y*MTcyODk5MTU2My4yLjEuMTcyODk5MzY2NC42MC4wLjA.*_ga_EP857CVB6K*MTcyODk5MTU2My4yLjEuMTcyODk5MzY2NC42MC4wLjA.
With some luck they buys us out
On a second look this is kinda interesting to see. Inside the servers. If I ask who's I-PEX clients, ChatGPT tells me Nvidia for example because of their interest in ACC's.
Still dreaming this will work out okay....
We had news with cable makers before. With no revenues to go with. Let’s see what the company announce today.
At this point nothing is set in stone which type will be used in the future
During the Q1 FY2025 earnings call of **Credo Technology Group**, several questions were raised regarding **Active Electrical Cables (AECs)**. Below is a summary of the key questions and answers concerning AECs:
### Acceleration of AEC Growth in the Second Half of FY2025:
- **Question (Toshiya Hari, Goldman Sachs):** Can you provide more insights into the key factors that will drive the acceleration of AEC growth in the second half of the year? How do you see AEC opportunities beyond in-rack connectivity as we move towards calendar years 2025 and 2026?
- **Answer (Bill Brennan, CEO):** AEC adoption is broadening and has become the **de facto standard** for the lengths we currently address, primarily in-rack. As rack densities increase and there is a shift towards **liquid cooling**, we expect AECs to also be used for **rack-to-rack connections** of 5 to 7 meters. This could lead to an expansion of the **Total Addressable Market (TAM)** for AECs in the long term. Credo is well-positioned with **400G and 800G AEC solutions** and looks forward to future **1.6T markets** with energy-efficient products.
### New Customers and Market Expansion for AECs:
- **Question (Suji Desilva, ROTH Capital):** You expect a new 10% customer in Q2. Is this customer just starting, or is it a gradual growth?
- **Answer (Bill Brennan):** This is an **existing customer** we’ve been working with for several years. As their spending increases, they become a more important customer for us. This is an **emerging hyperscaler**, and we are seeing AEC adoption increasing among both established and emerging hyperscalers.
### Expansion of AECs to Rack-to-Rack Connections:
- **Question (Suji Desilva):** Can you provide more details on how increasing rack density and shorter distances expand the TAM for AECs?
- **Answer (Bill Brennan):** With the increasing **density of racks** and the shift towards **liquid cooling**, the physical lengths for backend network connections are becoming shorter. This opens up the possibility for AECs to be used for **rack-to-rack connections** of 5 to 7 meters, significantly expanding the TAM for AECs.
### Competition Between AECs and Other Cable Solutions:
- **Question (Karl Ackerman, BNP Paribas):** Active copper cables (ACCs) with redrivers are receiving attention. How do they compare to AECs with retimers, and how do you view the market for both solutions?
- **Answer (Bill Brennan):** We do not see the market for **passive copper cables** or **ACCs** as large in the long term. ACCs are primarily driven by **NVIDIA’s strategy** and are not a broad market trend. **Hyperscalers prefer AECs** due to their **interoperability, signal integrity, and reliability**. AECs are the **de facto choice** for **100G per lane** and above.
### Advantages of AECs Over Optical Solutions:
- **Question (Richard Shannon, Craig-Hallum):** You mentioned that AI clusters might shift from optical connections to active copper solutions like AECs. Can you elaborate on this and explain if this trend will continue?
- **Answer (Bill Brennan):** Customers are increasingly focused on **network quality**. AECs have significantly fewer **link flaps** compared to laser-based optical solutions, which is critical in AI clusters where a single failure can result in substantial costs. The **high reliability** of AECs makes them attractive for both **in-rack** and **rack-to-rack connections**, and we expect this trend to continue.
### Future AEC Products and Form Factors:
- **Question (Tore Svanberg, Stifel):** Can you elaborate on the various AEC form factors and the 400G AI AEC backend network solution that you have sampled in recent quarters?
- **Answer (Bill Brennan):** We are pleased with the current ramp of our AEC products, including the **400G solutions**. We see growing demand across the board and expect that **new products and form factors** will contribute to our growth in the second half of FY2025 and beyond.
### Summary:
- **Growth and Adoption:** AECs remain a **key driver** of revenue growth, with an expected acceleration in the second half of FY2025.
- **Market Expansion:** The TAM for AECs is growing due to increasing rack densities and the potential for **rack-to-rack connections**.
- **Competitive Advantages:** AECs offer **superior reliability** and **network quality** compared to both passive copper cables and optical solutions.
- **Customer Base:** Expanding to new customers, including emerging hyperscalers, strengthens Credo’s position in the market.
Credo’s management is **optimistic** about the future of AECs and sees **significant opportunities** for further growth and market penetration.
Credo’s revenues
https://finance.yahoo.com/news/q1-2025-credo-technology-group-125022240.html
Looks like they are selling AECs
Semtech
https://www.morningstar.com/news/business-wire/20240903726445/semtech-optical-expert-to-present-at-ifoc-2024
In his presentation on Sept. 9, 2024 at 9:55 am local time, Mr. Deng will discuss the advantages of ultra-low latency, low power analog multimode linear pluggable optics (LPO) and active copper cable (ACC) technologies to help enable data center architects to balance capacity growth and power consumption constraints with advanced analog solutions.
### Question:
How could this increase Disney's revenue by offering different subscription tiers? Suppose they used the Render Network for this; what would be the outcome?
### Answer:
The scenario in which Disney uses AI and advanced rendering technologies like the Render Network to create personalized content could have significant implications for their revenue structure and business model. Here are some ways this could increase Disney's revenue:
### 1. **Premium Subscriptions for Personalized Content**
- **Personalized Subscriptions**: Disney could introduce premium subscriptions that give users access to this personalized content creation. Users might pay a higher subscription fee to customize and render their own episodes.
- **Differentiation of Subscription Tiers**: Different levels of personalization could be offered, with higher tiers allowing for more detailed and complex personalization. For example, a basic tier might let users choose a genre or theme, while a premium tier allows detailed storylines and character development settings.
### 2. **Pay-per-Use Rendering Power**
- **Render-On-Demand**: Disney could implement a model where users pay based on the rendering power and complexity of the content they generate. The Render Network could then charge based on the amount of GPU power consumed, similar to cloud computing models like AWS.
- **Microtransactions**: In addition to subscription fees, Disney could introduce microtransactions for extras like advanced AI features, faster render times, or the use of specific premium characters or settings that require additional rendering power.
### 3. **Increasing Customer Engagement and Retention**
- **Increased Loyalty and Engagement**: By allowing users to create their own content, Disney increases audience engagement. Personalized content can keep customers on the platform longer, encourage them to return more often, and reduce churn, leading to higher customer retention.
- **Unique User Experience**: Disney could offer a unique value proposition that competing streaming services do not have, further increasing their market share.
### 4. **New Revenue Streams**
- **Collaborations and Co-Creation**: Disney could offer collaboration opportunities where users can share or even sell their creations within a Disney ecosystem. This could lead to new revenue streams through royalties or a marketplace for user-generated content.
- **Advertisements in Personalized Content**: Disney could integrate targeted ads within personalized episodes, providing a new source of advertising revenue.
### **Implications for the Render Network**
- **Increased Demand for Rendering Power**: If Disney uses the Render Network for this personalized content creation, the demand for GPU computing power on the network would increase significantly. This could create strong demand for Render tokens (RNDR), potentially driving up the value of the tokens and the market value of the Render Network.
- **Scalability and Infrastructure**: The Render Network would need to scale to meet the increased demand, which could lead to further investments in infrastructure and technology. This could also open opportunities for collaboration between Disney and OTOY to develop exclusive capabilities that optimize the Render Network for this specific application.
- **New Market Segments**: The success of such a model would put the Render Network in the spotlight, potentially inspiring other large companies to develop similar services, thereby opening new markets and applications for the network.
### Conclusion
By introducing personalized content powered by the Render Network, Disney could create new revenue streams through premium subscriptions, microtransactions, and advertising while increasing customer engagement. For the Render Network, this scenario could lead to explosive growth in demand for computing power, significantly boosting the value and usage of their platform. This scenario offers substantial growth opportunities for both Disney and the Render Network.
We should compare with credo’s highend cables and if they are selling. If not, then yes, 2025 is the new horizon
It's a bit shameful to copy @JulesUrbach here from @OTOY. but it has been an inspiration to follow this man in his endeavor making compute accessible for the world. As a Belgian I grow up with #TinTin stories with this iconic rocket bringing mankind into space. @render $RENDER pic.twitter.com/PE56jPe7jT
— Steve Schiets ⭕️ (@SchietsSteve) August 8, 2024
Hi Blue,
Im good. I just have nothing to say.
Have still all my shares and will double up if S7 show us any signs of life.
Take care
Good news indeed. Insiders buting is always positive
Something really telling happened. OTOY’s render app is preinstalled on the new iPads Pro. The commitment from Apple is really huge, imo
Let RENDER further unfold
What will be the marketcap at 10 cents?
We will see what the message means. At least things are moving
“We are making progress”
Low cap companies then?
Yes, still it’s normal to have more misses in startups then anything else.
Charlie Munger always said ‘ you deserve what you get’
If you pleasure yourself with the suffering from others, karma will come for you.
Don’t be a bad human having the last laugh.
Thx cleveraces for the feedback.
I mentally took a loss here. Anything up from zero is good news. And it looks like they will close the PP next week. Not sure how much money S7 has to have in order to be ready for the second half of this year.
Fingers crossed.
What is the A/S and will it be max out?
I can't believe I held up the stockprice (with little money), causing the PP setprice to high.