2021 and still haven't started my 100 bagger move (Spectra7 SEV, Lightwave Logic LWLG)
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I have seen weirder things. Don’t apply logic. We will be looking at zero or else 100.
Big things take time or never materialize. Nothing said here without proof is just an opinion
Some here will be delighted that S7 will out of business. The stress is in the air. Talking shit 24/7 on posters, shareprice, RH.
I just wait for things to unfold. No need to drag negative feeling with me.
I bought RNDR at 0.035$. Some were saying shitcoin 24/7. They didn’t make it
No, i don't think I still have it. Must be on another PC.
I have reasons to believe that’s not the case.
Macom has the same specs.
https://www.macom.com/products/product-detail/MAEQ-39904
Let me bite once. YP, you come here to talk to Ihub Spectra7 posters. That's pretty sad, imo. Trying to rise above those that still hoping to see some gain. The mighty YP knows better. Those idiots should be TOLD!! Day in day out, while most have put you on ignore. 'There loss' you tell yourself, because you 'know' S7 is nothing worth.
Your shares that are worthless, good for you. I think you should focus on getting better with people. You are not very good at it. I'm sure many has told you, you 'are a bit weird'. 'Smart but weird'.
Well, I choose less smart and good enough brain to talk normal to people.
Fun fact: dumb people make money in the stock market to simply keep buying shares in shit companies. Happens all the time. Don't prefer it but hey, if it pumps my bags, i love it.
I'm watching Amphenol presentation now. The presenter says 'more' copper systems (cables) are needed on a scale never seen before..
Next-Generation Interconnects Supporting AI (Presented by Amphenol) [S63148]
The link doesn't work. Probable need to go GTC website and look for it there after registration?
Good discussions guys. Keep it up
I agree. He said copper.
No optics or retimers used.
Nvidia just announced blackwell, a big GPU for datacenters running at 800G
Orders will come in around June is my estimate.
Ok, this is the confirmation we are waiting for, imo. This is what Bonnie said about the Tomahawk5 rollout. Big piece of the puzzle is sampling.
https://www.servethehome.com/broadcom-now-sampling-51-2t-co-packaged-optics-switch/
This board is champion in talking trash to each other. sad
Stock is up. Be happy
Jules with Jensen. Oh boy, this is incredible!
All these new " $RENDER " tokens out there, all these new $RNDR killers out there, all you fake a$$ AI GPU tokens out there show me a picture of your founder with the Founder/CEO of $NVDA pic.twitter.com/sPMrcwZBFT
— Merstradamous ⭕ 🇦🇱🛡️🇺🇲 (@MersShata) March 9, 2024
Picked up a few more before closing
Marvell going lower, must be because they choose AEC. Lol
The artikel is taken down. I still have it.
Introduction
With the rapid development of AIGC(Artificial Intelligence Generated Content) technology, Nvidia's expansion in the data center market is driving the development of the related industry chain at an unprecedented speed. The chart below clearly reflects that Nvidia is already the king of the data center market (and good luck to Intel).
Data Center Market Share
The Critical Role of Copper Cable in the Data Center
High-speed interconnections between internal servers are essential to efficient computing when building large-scale data centers. Copper cables are ideal for connecting GPUs and other hardware devices due to their low latency, low cost, high bandwidth, and reliability. Copper cable is divided into DAC(Direct Attach Cable) and ACC(Active Copper Cable); DAC is a passive product that uses conductive copper wire to achieve a direct connection between the two ends; there is no internal chip, generally shielded double coaxial line (Twinax) structure.
DAC schema
ACC schema
ACC is based on the DAC, the cable inside the increase in the active signal driver or equalizer chip. These active chips can compensate for part of the loss caused by copper transmission, so the transmission distance can reach 2 to 3 times the DAC.
Changes in the application of DAC and ACC
Connection to in-cabinet servers via DAC
In traditional data center needs, such as 400G, the performance of DAC can basically meet the short-distance transmission between servers in the cabinet. Hence, the application of ACC is still tiny. However, with the significant outbreak of AIGC, the massive arithmetic demand has spawned the data center to move towards 800G. At the 800G rate, the limit of DAC transmission distance becomes only 2 meters, which can not meet the transmission needs of AI data centers. ACC instead of DAC has become necessary to achieve the transmission distance of 4~5 meters.
Nvidia ACC application
Especially for Nvidia's high-performance GPU products, such as the DGX H100 series, to meet the massive data transmission required for large-scale language model training such as GPT-4, a large number of high-speed active copper cable lines for internal interconnections, and here we can get the answer from Nvidia's product catalog.
Nvidia Networking Interconnect Product Catalog
Conclusion
With the 60-second video generated by OpenAI's Sora last month once again wowing the world, we can't help but wonder if the age of AGI(Artificial General Intelligence) is just around the corner. But there's no doubt that the construction of large, high-speed data centers is sure to be in full swing, and with Nvidia's dominance, the demand for ACC will likely grow exponentially as well.
Ok I misreaded that message. I thought they put out a NR with Redriver. Guess not.
Thats a pretty cool PR for us. Gotta run. Will into this later
Im unsure it’s ACC, could it be AEC?
GTC invite for Jules Urbach, CEO of RNDR. His 15th. Jensen loves him
ATH today again
We should be buying these prices if you could. It will help the small PP.
Fear is a mind killer!!
AI Hyperscale Switch Manufacturer Confirms Market-Leading Performance of @Spectra7 - Enabled 800G Active Copper Cables $SEV.V $SPVNF
— Steve Schiets ⭕️ (@SchietsSteve) March 6, 2024
I'm expecting big orders to flow in a few weeks. pic.twitter.com/zw9VFxiVGU
I just bought more today.
Congratz to those believing that 400G/800G servers will need a S7 cable.
Sounds really good tbh. (Expected)Production and sales in the second half with a north American AI player.
Did I read that wrong?
AI Hyperscale Switch Manufacturer Confirms Market-Leading Performance of Spectra7- Enabled 800G Active Copper Cables
Debenture Maturity Extension; Proposed Private Placement
https://finance.yahoo.com/news/ai-hyperscale-switch-manufacturer-confirms-140000011.html
Just focus on the company, the business, the market, the tech, the competition.
Keep emotions out and don't reply. It helps a great deal.
Great posts Future. Good thinking on the slowdown. I agree.
Slingshot forward!
Nvidia PDF. NVIDIA LinkX®
cables and transceivers
https://www.pnypartnerhub.eu/wp-content/uploads/2024/02/NVIDIA-Networking-Solutions.pdf
NVIDIA Mellanox MCA4J80-N004 InfiniBand NDR OSFP to OSFP 4m Switch-Switch Active Copper Cable
https://www.dcsupplies.net/direct-attach-cable/12260-nvidia-mellanox-mca4j80-n004-infiniband-ndr-osfp-to-osfp-4m-switch-switch-active-copper-cable.html
Everything works with ACCs.
Awesome
You are right. Then again what to expect from an SeekingAlpha article? I have seen bigger written garbage on stocks. I'm just glad someone took the time to write anything down.
So good to see those ACC's in Nvidia PDF's. I like to focus on that.
Well written