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Morning.....Pilot Lines & Photonics Innovation Hubs Breakfast...
then the afternoon session....EPIC VIPs Networking Lunches & Reception. Hosted by Lightwave Logic
Join EPIC VIP Networking Lunches & Reception in San Francisco on Jan 30. Network with key individuals, exchange technical insights and enjoy the city's unique views. Hosted by LightwaveLogic, sponsored by Jüke Systemtechnik
— EPIC Photonics (@EPIC_photonics) January 14, 2024
Register: https://t.co/fW4IqtTJsl#photonics #EPICevents pic.twitter.com/IW6Ej3d91G
AI will trigger ‘hyper-scale demand’ of data centers, says Morgan Stanley’s Laurel Durkay
Laurel Durkay, head of global listed real assets at Morgan Stanley, joins ‘The Exchange’ to discuss the potential demand for data centers driven by AI, companies positioned to face the demand, and more.
32 MINUTES AGO
https://www.cnbc.com/video/2024/01/12/ai-will-trigger-hyper-scale-demand-of-data-centers-says-morgan-stanleys-laurel-durkay.html
Norther VA power grid is tapped out, they won't allow anymore DC construction....
Staggering growth projected...$28B to $420B by 2027...there is no question that data is the new oil!
UBS is predicting AI industry revenue to grow to $420 billion by 2027, a 40% increase from its prior view for $300 billion.
— Beth Kindig (@Beth_Kindig) January 12, 2024
This would represent a 72% CAGR from $28 billion in 2022.$NVDA $AMD $MSFT $GOOG pic.twitter.com/B5YLpfDtu5
30 January 2024 / 07:00 - 09:45 PST
Pilot Lines & Photonics Innovation Hubs Breakfast
San Francisco, CA, USA
Shaping the Future of Photonics: Connect, Collaborate and Scale!
Presentations:
Engineer, PowerPhotonic (United Kingdom)
08:50 – 09:00 JePPIX – Michiel Boermans, Product Manager, SMART Photonics (The Netherlands)
Attendees:
Michael Lebby, CEO at Lightwave logic
https://epic-assoc.com/events/pilot-lines-photonics-innovation-hubs-breakfast-2024/
30 January 2024 / 07:00 - 09:45 PST
Pilot Lines & Photonics Innovation Hubs Breakfast
San Francisco, CA, USA
Attendees
Michael Lebby , CEO at Lightwave logic
https://epic-assoc.com/events/pilot-lines-photonics-innovation-hubs-breakfast-2024/
Very nice, 88,090 shares as a starter position, will be interesting when they begin adding heavily! Thx hoopie!
will revolutionize data centers with advanced 'switches' built on PICs.
📣 INSPIRE, a €4.9M EU-funded project led by EPIC members @TUeindhoven, @SMARTPhotonics, @AMIRES_EU, X-Celeprint Limited, & @thalesgroup, will revolutionize data centres with advanced 'switches' built on PICs. 👉https://t.co/ymbxnLtsNC #EPICmembernews #photonics @Photonics21 pic.twitter.com/c6t3Xd5pEJ
— EPIC Photonics (@EPIC_photonics) January 10, 2024
Interesting spartex, I wasn't aware of the NVDA/HPE connection...Thx
I don't have a subscription, curious what Jensen has to say...
Jensen Huang says Moore’s law is dead. Not quite yet
3D components and exotic new materials can keep it going for a while longer
Dec 13th 2023 | SAN FRANCISCO
https://www.economist.com/science-and-technology/2023/12/13/jensen-huang-says-moores-law-is-dead-not-quite-yet
For those interested in viewing...49:20 min
2 April 2020
Naturally fast and low power electro-optic polymer optical devices are ideally positioned for the next-generation Internet photonics roadmap (Conference Presentation)
Michael S. Lebby
https://www.spiedigitallibrary.org/conference-proceedings-of-spie/11364/113640F/Naturally-fast-and-low-power-electro-optic-polymer-optical-devices/10.1117/12.2571129.full?_ga=2.122167179.1018009910.1704799114-1540838106.1704040595#_=_
Outstanding post x, thank you for putting that to paper!
Hewlett Packard Ent. (HPE) in talks to buy network equip. maker Juniper Networks (JNPR) for a reported $13B valuation, deal expected to be announced as early as this week...CNBC
Juniper Networks JNPR $37.09 + $6.87 (+22.73%) pre market
Lightwave Logic Inc. Faster by Design
Stacy Rasgon CNBC...
80% of NVDA rev's derived from it's DC business....wow!
Lightwave Logic Inc. Faster by Design
Overall, one way to look at electro-optic polymer technology is that it is solving a huge problem for the internet and optical networking—not just for today’s generation of products but for perhaps more than a decade.
Polymer modulators are a new enabling platform technology for AI
A significant headroom in performance that can be shown by polymer modulators is exactly what data center architects are looking for when designing next-generation optical networking equipment such as fiber-optic transceivers.
The impact of electro-optic polymers will become clear fairly soon.
Microchip and Acacia Collaborate to Enable Transition to 400G Pluggable Coherent Optics
Bandwidth growth, driven by the expansion of data centers and 5G network build-outs, is expected to drive the need for faster coherent Dense Wavelength Division Multiplexing (DWDM) pluggable optics. Consequently, Data Center Interconnect (DCI) and metro Optical Transport Network (OTN) platforms are transitioning from 100/200G to 400G pluggable coherent optical modules to support these hyper-connected architectures.
We are supporting the transition to 400G interconnect rates by bringing to market interoperable solution sets consisting of our DIGI-G5 OTN processor and META-DX1 terabit secured-Ethernet PHY and Acacia’s 400G pluggable coherent optics.
https://www.microchip.com/en-us/products/high-speed-networking-and-video/optical-networking
($90M of the $162M funding will be allocated to CO facility expansion.)
Microchip Tech/CHIPS ACT CNBC...
Microchip Tech MCHP:NASDAQ to receive $162M from CHIPS ACT for 2 projects, one in Colorado Springs and the other in Gresham, Oregon. Will triple capacity in both locations.
The edge AI market is forecast to expand at a rapid 25.2% CAGR to more than $143 billion by 2030, reaching nearly 10x its $15 billion size in 2022.
$NVDA $AMD $NET $MSFT $GOOG
The edge AI market is forecast to expand at a rapid 25.2% CAGR to more than $143 billion by 2030, reaching nearly 10x its $15 billion size in 2022.$NVDA $AMD $NET $MSFT $GOOG pic.twitter.com/3585UCNljy
— Beth Kindig (@Beth_Kindig) January 4, 2024
ASML...interesting
SMART Photonics, the Dutch foundry for photonic integrated circuits, has secured an additional round of funding of 100 million euros from a group of strategic industry and financial Dutch players. SMART Photonics is a scale-up company that started as a TU/e spin-off in 2012 and currently is a strategic partner of TU/e.
“This is great news”, says TU/e President Robert-Jan Smits. “This underlines the fabulous potential of TU/e photonics research and the strength and the spirit of the Brainport region.”
Among the group of new lenders are strategic players from the semiconductor industry (ASML, NXP and VDL Groep) as well as financial institutions (ING, BOP Impact Ventures and Deep Tech Fund, which is part of Invest-NL and partly funded by the ministry of Economic Affairs and Climate Policy). Previous investors, including Innovation Industries, BOM, PhotonDelta and KPN Ventures have joined in this funding round again. The government of the Netherlands will provide € 60 mln public funding as part of the approved National Growth Fund project PhotonDelta as previously announced.............
Essential next steps
ASML, NXP and VDL Groep jointly stated: “Financial support from the three fellow-Brainport region companies gives SMART Photonics the best opportunity to take the essential next steps to further mature the organization, strengthen technical capabilities and extend their manufacturing base. Our additional funding will help strengthen the Brainport and wider Dutch and European Photonics ecosystem. SMART Photonics becoming a strong and versatile foundry can greatly benefit the growing number of fabless photonic chip design companies in the Brainport region.”
https://www.tue.nl/en/news-and-events/news-overview/tue-spin-off-smart-photonics-ontvangt-investering-van-100-miljoen-euro
it has happened with companies who have technology that could be taken up very widely and LWLG fits that category.
Hmm, CNBC quest Victoria Greene speaking about Prologis (warehouse giant) saying they are planning at least 20 warehouse conversions to data centers over the next 5 yrs because the profit margins are 15-20% higher than the legacy business model...wow that can be a massive growth driver, "move-in ready" buildings that only need electrical and HVAC modifications. Question, store a bunch of imported plastic junk or rapidly adjust margins 20% to the upside? No brainer!
Interesting, AIM's InP foundry is Infinera...
Side note, Infinera (INFN) was Founded by Jagdeep Singh, who went on to Found Quantumscape (QS) in 2010 currently CEO
Experience
Founder and CEO
QuantumScape
2010 - Present · 14 yrs2010 - Present · 14 yrs
San Jose, CASan Jose, CA
Founder and CEO
Infinera
2001 - 2009 · 8 yrs 2001 - 2009 · 8 yrs
Sunnyvale, CA Sunnyvale, CA
President, Core Switching Division
Ciena
1999 · Less than a year
Founder and CEO
Lightera Networks
1998 - 1999 · 1 yr
Cupertino, CA
Founder and CEO
AirSoft
1992 - 1996 · 4 yrs
Cupertino, CA
Various
HP, Sun Microsystems HP,
1987 - 1991 · 4 yrs
From June 2020...AIM Photonics Spring Meeting
Lightwave Logic to Present at AIM Photonics Spring Meeting
Chief Executive Officer Dr. Michael Lebby to Discuss the Rapid Progress in Electro-Optic (EO) Polymer Materials
ENGLEWOOD, Colo., June 8, 2020 -- Lightwave Logic, Inc. (OTCQB: LWLG), a technology platform company leveraging its proprietary electro-optic polymers to transmit data at higher speeds with less power, today announced that its Chief Executive Officer, Dr. Michael Lebby, will lead a presentation at the 2020 Integrated Photonics System Roadmap as part of the AIM Photonics Spring Meeting, which will take place virtually on June 8-9, 2020.
The presentation will review the continued rapid progress in the development of electro-optic (EO) polymer materials, which is now being accelerated by the application of computational chemistry. In his talk, Dr. Lebby will provide anticipated industry roadmap trends for both active, as well as passive, optical polymers.
The roadmap to be discussed covers the entire integrated photonic supply chain outlook and critical issues for the next 20 years. Polymers are one of multiple technologies, all of which are reviewed in the context of datacom/telecom, internet of things, automotive, aerospace, bio/medical, sensors and radio frequency (RF) photonics applications.
Lightwave Logic recently announced a new material that extends EO polymer’s fiber optic application space from the high-performance telecommunications 1550 nm wavelength window now to include high-volume datacom 1310 nm wavelength market segment.
"As engineered materials, EO polymers are not only inherently faster and easier to drive, but their properties can be tuned for different applications, and with the increased window that now includes 1310nm, the opportunities for active polymers will increase substantially,” said Dr. Lebby. “When you look at a long-term roadmap like the IPSR that not only addresses active polymers, but passive polymer optical waveguides as well, you can really see the huge potential for polymer photonics integration and advanced co-packaging solutions."
About Lightwave Logic, Inc.
Lightwave Logic, Inc. (OTCQB: LWLG) is developing a platform leveraging its proprietary engineered electro-optic (EO) polymers to transmit data at higher speeds with less power. The Company's high-activity and high-stability organic polymers allow Lightwave Logic to create next-generation photonic EO devices, which convert data from electrical signals into optical signals, for applications in data communications and telecommunications markets. For more information, please visit the Company's website at lightwavelogic.com.
Safe Harbor Statement
The information posted in this release may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by use of the words "may," "will," "should," "plans," "explores," "expects," "anticipates," "continue," "estimate," "project," "intend," and similar expressions. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. These risks and uncertainties include, but are not limited to, lack of available funding; general economic and business conditions; competition from third parties; intellectual property rights of third parties; regulatory constraints; changes in technology and methods of marketing; delays in completing various engineering and manufacturing programs; changes in customer order patterns; changes in product mix; success in technological advances and delivering technological innovations; shortages in components; production delays due to performance quality issues with outsourced components; those events and factors described by us in Item 1.A "Risk Factors" in our most recent Form 10-K and Form 10-Q; other risks to which our Company is subject; other factors beyond the Company's control.
Investor Relations Contact:
Greg Falesnik or Luke Zimmerman
MZ Group - MZ North America
949-259-4987
LWLG@mzgroup.us
www.mzgroup.us
Interesting how when you hear the word "quantum" you immediately think of quantum computers, an area of focus in this field that is largely off the radar is quantum communications, which is a relatively new term for me and is just yet another potential growth driver for LWLG!
The future is hybrid
Though quantum computers often make the headlines, their technological maturity is still quite insignificant. Basic functions such as error correction, data storage, or logic gates remain in an experimental stage at best.
Quantum communication technologies are farther along the technology readiness scale. There, developers can build on proven telecom components and technologies, and there is demand from customers to accelerate toward so-called quantum-safe encryption technologies.
This underscores the trend toward hybridization in quantum communication: Different technologies will complement each other to deliver maximum security. In quantum computing, hybridization could lead to systems that combine conventional CPUs with quantum processors. Each would do what it does best and compensate for any weaknesses in the other.
Photonics Based Supercomputers Enabled By New Breakthroughs
September 17, 2022
We are focusing on thin films made of organic molecules, which are more light sensitive than inorganics. Organics can perform functions such as switching, signal processing and frequency doubling using less power than inorganics. Inorganics such as silicon used with organic materials let us use both photons and electrons in current hybrid systems, which will eventually lead to all-optical computer systems.
What we are accomplishing in the lab today will result in development of super-fast, super-miniaturized, super-lightweight and lower cost optical computing and optical communication devices and systems, Frazier explained.
Where a supercomputer will require a building the size of a football field, an optical computer can achieve the same performance in a space the size of a half-liter coffee mug and have a heat output of about a 100 watts - less than an electric kettle, Stepaneko explained.
I'm getting Max Headroom flashbacks...
Max Headroom is a fictional character played by actor Matt Frewer. Advertised as "the first computer-generated TV presenter",[1] Max was known for his biting commentary on a variety of topical issues, arrogant wit, stuttering, and pitch-shifting voice. The character was created by George Stone,[2] Annabel Jankel, and Rocky Morton. Max was advertised as "computer-generated", and some believed this, but he was actually actor Frewer wearing prosthetic makeup, contact lenses, and a plastic moulded suit, and sitting in front of a blue screen.
https://en.wikipedia.org/wiki/Max_Headroom
Was just reading an article by Investing.com on Y--oo Finance on one of my positions and noticed for the first time a disclosure at the end that read...
"This article was generated with the support of AI and reviewed by an editor."
Amazing how fast technology moves...
Lightwave Logic Inc. Faster by Design
or is it? The Heartbeat of AI
from Swinburne University of Technology, (Australia)...
Photonic signal processor based on a Kerr microcomb for real-time video image processing
Published: 20 December 2023
Fig. 1: Operation principle of the RF photonic video image processor. ........(Electro-optic modulator image)
Here, we demonstrate an optical real-time signal processor for video images that is reconfigurable and compatible with integration. It is based on components that are either already integrated or have been demonstrated in integrated form, and operates at an ultrahigh bandwidth of 17 Terabits/s. This is sufficient to process ~400,000 (399,061) video signals both concurrently and in real-time, performing up to 34 functions on each signal simultaneously.
https://www.nature.com/articles/s44172-023-00135-7#Sec7
This high-speed signal processor analyzes 400,000 images simultaneously
Scientists hopeful for major help in applications like autonomous driving and artificial intelligence.
Dec 22, 2023
This technology provides a solution, as its application is wide-ranging in machine learning and robotic vision. It finds applications in various fields, including self-driving cars, drones, cell growth tracking for virus and cancer analysis, optical neural networks, high-speed imaging, 3D holographic displays, and more......
"This is a game-changer," Moss told Techxplore. "These are portable, ultra-precise optical rulers that could be used for everything from handheld breath scanners to detecting small movements of objects in space or finding Earth-like exoplanets."
https://interestingengineering.com/innovation/processor-analyzes-400000-images-simultaneously?utm_source=Twitter&utm_medium=content&utm_campaign=organic&utm_content=Dec23
Third-party research also estimates that total revenue from sales of high-speed transceivers utilized within data centers will grow from $2.4 billion in 2023 to more than $10 billion in 2028, a five-year compound annual growth rate of more than 30%.
the halving coming in around midyear is also going to change the landscape for miners in terms of their cost of production sort of definitionally.
when the halving hits, that all else being equal, for every miner out there, that should effectively double the marginal cost to mine for everybody. And so where you are on the cost curve matters, as you are pointing out.
our position right now is, we are a datacenter infrastructure business first and a self-miner second.
A great interview with the Equinix CEO, Charles Meyers earlier on CNBC, just raised their dividend 25%, Nvidia one of their largest customers, 250 DC's worldwide, discussed a recent growth driver, "private AI" (that's a new one for me). Not an exact quote but "a company's survival going forward will be dependent on digital adoption and AI". Profound, very happy to be a Lightwave investor at this moment of history.
EQIX:NASDAQ
Last 12/21/23 EST
$801.60 +7.17 (+0.90%)
https://www.equinix.com/
He often calls data centers “my babies.” Harmail Singh Chatha, director of Global Data Center Operations for Nutanix, and his team manage about a dozen data centers around the world. They work with major providers to leverage their real estate, energy and cooling efficiencies to host our powerful computing gear.
“We’re constantly and consistently using electricity, so the power and cooling have to be always available, every second,” Chatha told The Forecast.
As the world increasingly runs on hybrid multicloud IT, these always-on data centers require leaders who can quickly onboard new innovations, follow regional government regulations, manage multiple vendors, forecast and fit everything into a CIO’s budget all while scaling up operations and dialing down CO2 emissions.
https://www.nutanix.com/theforecastbynutanix/podcasts/architecting-sustainable-data-centers#:~:text=“Data%20center%20operators%20have%20to,and%20Governance%20(ESG)%20efforts.
https://www.nutanix.com/viewer?type=pdf&path=/content/dam/nutanix/resources/infographics/inf-vmc-8-reasons-why-nutanix-infographic.pdf
https://www.nutanix.com
Expansion for new semiconductor materials at the Villach site
In the 2023 fiscal year, a new production building with a gross floor area of around 6,000m 2 was commissioned for additional production and development of SiC and GaN products. This complements existing production areas for products based on these new semiconductor materials. Particularly noteworthy in this new building, in addition to the volume production, is the unique implementation of a development area directly in the production environment: on a gross floor area of around 1,000 m 2 there is now a competence center that focuses on a central production step in the manufacture of SiC and GaN chips, the so-called epitaxy. Research is now being conducted here on system evaluations and the transfer to the largest possible wafer diameters. This close integration of research and production enables Infineon to accelerate innovations in this area, test new system concepts at an early stage and thus work even more effectively on new solutions for tomorrow. The semiconductor materials SiC and GaN are increasingly used in energy-efficient applications such as solar systems, electric cars, charging stations, data centers and energy storage systems. They switch electricity even more efficiently and enable even smaller designs.
https://www.infineon.com/cms/austria/en/press/GJ2324/Bilanz-Geschaeftsjahr_23.html
Totally insane, gonna be tuff for utilities companies to compensate for crushing demand, tune up the generators as we're probably looking at large increases in rolling brownout-blackouts in the very near future.
“Because light travels faster in space than it does through glass, Kuiper’s orbital laser mesh network will be able to move data approximately 30% faster than if it traveled the equivalent distance via terrestrial fiber optic cables,” Amazon said.
The company plans to include laser links from the outset in production of its commercial Kuiper satellites, with the network planned to consist of 3,236 satellites in low Earth orbit. To date, Amazon has ordered 97 rocket launches to begin deploying its satellites in the first half of next year. In full, Amazon expects to invest upward of $10 billion to build Kuiper.
Unreal $10B...like it's couch change for AMZN
Amazon to connect Kuiper satellites with laser links to boost space internet network
PUBLISHED THU, DEC 14 2023
Kuiper satellites will feature “optical inter-satellite links,” also known as OISLs or laser links, which serve as a way to connect the satellites to one another in orbit.
https://www.cnbc.com/2023/12/14/amazon-to-connect-kuiper-internet-satellites-with-laser-links.html?taid=657b199724dc540001d7eaa0&utm_campaign=trueanthem&utm_medium=social&utm_source=twitter%7Cmain
Unleashing AI data center growth through optics
Nov. 6, 2023
As a result, optical communications hardware providers are being challenged like never before. Hyperscalers want vendors to optimize costs for the large volume of components they urgently need. Energy efficiency is also becoming a critical priority, due to increased component count and bandwidth requirements. Components must not only operate with lower power consumption, but also lower latency and higher performance in compact and new form factors. These attributes all translate directly into higher throughput and training capabilities for AI LLMs.
I'd say the phrase "next generation chips" has been in continual use since about 1960 when the semiconductor industry really began, safe to say it will be repeated until the end of time, as semiconductors are never going away and will always be improved upon. Dr. Lebby has stated many times he believes "LWLG has the solution for the next decade or more".
Nokia unveils plans for new state-of-the-art research and development facility for Nokia Bell Labs in New Brunswick, New Jersey technology hub
December 11, 2023 10:30 ET
This move will enable Nokia Bell Labs research teams to collaborate in a tightly knit, dynamic campus to develop disruptive technologies in areas including quantum, photonics, optical research, 6G, AI and industrial automation.
09:13 AM EST, 12/11/2023 (MT Newswires) --
New York state is working with chip companies as it invests $10 billion in a semiconductor research facility at the State University of New York at Albany that is expected to develop advanced chip-making equipment, the Wall Street Journal reported Monday.
Nonprofit NY Creates will coordinate the construction of the facility at the Albany NanoTech Complex, the Journal said. Once completed, the project's partners will use the facility to develop next-generation chips, the report said, quoting New York Gov. Kathy Hochul's office.
Partners include International Business Machines (IBM), Micron Technology (MU), Applied Materials (AMAT), and Tokyo Electron, according to the Journal.
Equipment needed to manufacture advanced semiconductors will be acquired from Dutch company ASML Holding (ASML) using state funds, according to the report. The next-generation machines, called high-NA EUV, that will be installed in the facility are still not used in commercial chip production, the Journal said.
(AMAT) $154.10 + $6.31 +4.27%
Yes Sj, this was just a list that propagated from a quick search....