2021 and still haven't started my 100 bagger move (Spectra7 SEV, Lightwave Logic LWLG)
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Nvidia sells GPU H100/A100 to hyperscalers who build new racks for 800/1600G systems. All this needs to connected with DAC/ACC/AOC.
It’s pretty simply, tbh.
The second wave is coming.....Nvidia said it.
Reminder, we are still only in wave 1 of the AI cycle according to the godfather of AI himself - Jensen Huang, CEO #Nvidia.
— Rendoshi Tokamoto ⭕️ (@Rendoshi1) February 22, 2024
Stack tokenised compute & chill. $RNDR ⭕️🏝️🍹
pic.twitter.com/doTu8vorJo
Nvdia explodes, so is RENDER
What a great Monday
TI has also a redriver chip out for ACCs. A new attempt from them knowing this market is big enough to try. I checked with RH and that’s his conclusion. Proof this market is indeed big for competition to enter. The ramp is coming.
Saw it. Will mail you shortly
Good luck waiting.
As you can tell from my messages, im in RNDR —-> now RENDER from 2019.
This will go 100+, don’t wait to long
I can see this go a lot higher. Too much going on. A real company, a real blockchain and real customers with demand.
And we have the supply (GPU's)
Big news guys. Found this.
https://buy.hpe.com/nz/en/options/cables-cable-kits/infiniband-cables/infiniband-cables/hpe-infiniband-ndr-ethernet-osfp-to-osfp-4m-switch%E2%80%91switch-active-copper-cable/p/p55189-b22
Doesn't say how fast they are. But HPE is the company putting it up.
Tanlink optics has ACC's too. https://www.tanlinkoptics.com/?tanlinkNews/79.html
Big paychecks for all if Nvidia start ordering our ACC. Thank you for pointing this out
Little pump attempt.
$SEV.v Spectra7 will be a chip provider of @Volex / @ACEScon #800G ACC's cables in AI hyperscalers from @NVIDIANetworkng https://t.co/hyVVHdzGif pic.twitter.com/OfF5Lhc6I5
— Steve Schiets ⭕️ (@SchietsSteve) February 14, 2024
Very technical document for ACC's from Nvidia. https://docs.nvidia.com/mca7j60-nxxx-800gb-s-twin-port-osfp-to-2x400gb-s-osfp-acc-splitter-product-specifications.pdf
Yes hopefully we are on some radars now. Nvidia news that they are using our cables. 1 pr will send this skyhigh.
Breadcrumbs are there.
News tomorrow? (yes im pumped)
One will have to pay up. Sales are over
Fomo!!
Looking great
A word from our competitors…
The funny part of it all. Investors on BMR board knew Nvidia was using their code. So no surprise to them who held strong.
Nice spike of a 1000%
CRDO up premarket. Or at 3.7B marketcap.
It’s impossible this is accurate and we are not. Markets make mistakes, that’s a given!
Everyday we get closer to reality. In my case: loose 100k or see it grow to ten million
No just that comment on Fred.
Imo, Fred M. just wanted to help out as a retired sales manager. Im not seeing anything else. Macom will buy S7 or not, nothing in between.
Great sleuthing ! Yup, Fred worked for me over 20 years then a stint with MACOM after they acquired Mindspeed
Seeing our cable on the photo with Fred….it looks like a snakeskin.
Ive send the email. Will report back if RH answers
Im going to give you a medal for that find. I couldn’t see the name on the previous low res picture i found on linkedin. But now you can clearly see it.
I will ask Raouf
You are on a roll Future. Good job!
yes true Future.
This link has more prove. ctrl + F, and search for ACC
https://docs.nvidia.com/linkx-user-guide-for-400gbps-100g-pam4-osfp-qsfp112-based-cables-and-transceivers.pdf
I got a hit on the updated page from Nvidia.
Check it out. Looks like we will have to look for yellow pull tags. On the downside I don't see 800G cables.
https://docs.nvidia.com/networking/display/connectx6defirmwarev22401000/validated+and+supported+cables+and+switches
Rkf, thank you for being kind. I agree about the current valuation and what it will become.
We are not there yet but hopefully close ( a few months)
Thanks for posting. I don’t understand why posters here prefer bashing eachother over our daily news.
Copypast NR, really? Im very upbeat about our chips going in those vendors for copper cables. Showing strength.
Ok, back to fighting, enough DD
Please stop
"AI is fundamentally changing how we work and live, and history has shown that a shift of this magnitude is going to require enterprises to rethink and re-architect their infrastructures," said Chuck Robbins, Chair and CEO, Cisco.
awesome news. Remember my slide that said ACCs?
Great link Future. Thx for the follow up. Looking forward to seeing this pan out
The weekend sales were around 150k -180k devices i read somewhere.
I follow this closely because of my crypto investment
Being paid? Ofcourse. That doesn’t mean their conclusion is bogus.
Keysight has a reputation to hold. They aren’t whores
The future looks bright with validators like @Keysight telling @spectra7 their ACCs measurements are great at 800G! pic.twitter.com/wo7TTwk28w
— Steve Schiets ⭕️ (@SchietsSteve) February 2, 2024
You have to be interested in Spectra7 to see this.Else it's impossible to see.