2021 and still haven't started my 100 bagger move (Spectra7 SEV, Lightwave Logic LWLG)
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Let’s have both
I'm fully ready for a big fat order!!
Great news again. I love the pick up some many good PR's. Showing confidence in their product.
Very interesting discussion on (more needed but limited) power in datacenters. With a follow up from Sam Johnson (Intel) on not be able to use passive copper cable's anymore but more AOC's (high speed modulators related), AEC/retimers (active copper cable related, not S7). Those two are DSP based (digital and use a lot more power)
So, again they say imo. the power supply needs to match the technology. Why install a certain technology if you can't power it.
I haven't listen to the rest of the podcast. At work now. but I will
At 19 min in that's really interesting.
Anything on active copper or ACCs?
If the narrative in our thinking is correct, ACC better then AEC, then yes they will pay upfront
Great piece of news again. 20B dollar company telling the world we play ball
We started today at Designcon2024. Please post whatever you find
can't read it
MACOM will also be there.
Fri. 26 Jan 2024, 8:30am ET Benzinga Press Releases
MTSI
MACOM Technology Solutions Inc. ("MACOM"), a leading supplier of semiconductor products, today announced the expansion of its MACOM PURE DRIVE™ portfolio, with the addition of its new dual channel laser driver and transimpedance amplifier (TIA) products. MACOM PURE DRIVE solutions offer an alternative to Digital Signal Processor (DSP) based architectures for pluggable optical modules and provide the opportunity to lower power consumption, improve signal latency and reduce overall module manufacturing costs.
The new products, MATA-39224 (2x100G TIA) and MALD-39225 (2x100G VCSEL Driver), join MACOM's existing portfolio of four- and eight-channel devices, providing a cost and power optimized solution for DSFP/SFP-DD and SFP112 optical form factors targeting Ethernet, Fibre Channel and InfiniBand applications. These devices feature high bandwidth, broad dynamic range, and low noise to enable linear pluggable optical (LPO) solutions in targeted applications and form factors.
"We are pleased to expand our MACOM PURE DRIVE portfolio to address smaller module form factors used in the optical networking industry," said Thomas Hwang, Senior Vice President of Global Sales. "The MACOM PURE DRIVE family enables customers to design and manufacture a variety of 100 G/lane linear modules."
MACOM will feature the MATA-39224 and MALD-39225 products, along with other devices in its MACOM PURE DRIVE and linear equalizer product lines, at DesignCon 2024. These products include MACOM's family of 100 Gbps and 200 Gbps per lane linear equalizer ICs for 800 Gbps and 1.6 Tbps Active Copper Cable applications. Visit us at DesignCon 2024 at the Santa Clara Convention Center in Santa Clara, California, January 30 – February 1, 2024 at Booth 904.
The leader in test equitment
800G / 1.6T Data Center Networking
The evolution of high-speed data center connectivity from 112 Gbps to 224 Gbps
https://www.keysight.com/us/en/cmp/2022/800g-224gbps-data-center-networking.html
That's some great validation to have a joint press release
What do we see here? 8 cables for 1600G.
https://www.edge-core.com/blogs/towards-800g-and-1600g-ethernet/
Spectra7 and Leading Equipment Suppliers to Demonstrate Robust Performance of 800Gbps Active Copper Interconnects at DesignCon 2024
Spectra7’s New GC1122 Product to be Featured in Several Demos
https://spectra7.com/designcon-2024
Not sure so I've ask ChatGPT. Surprising companies results who works for China too.
Which major datacenter player is rolling out systems in both continents
ChatGPT
From a quick search, here's what I found.
Several major data center players are operating in both North America and China, and could potentially be the client for Spectra7's Active Copper Cables (ACCs) order. Based on the information from Dgtl Infra's listing of top data center companies as of 2024, some of the key players include:
Amazon Web Services (AWS): AWS has a global presence with 32 cloud regions and 102 availability zones, expanding in North America and China??.
Microsoft Azure: Azure operates 62 cloud regions and 120 availability zones globally, with a data center portfolio spanning over 200 facilities linked by fiber optic lines??.
Google Cloud Platform (GCP): GCP operates 39 cloud regions and 118 availability zones throughout the United States, Americas, Europe, and Asia Pacific, with 35 owned data centers worldwide??.
Alibaba Cloud: As the largest cloud service provider in China and a major player in Asia Pacific, Alibaba Cloud operates 30 cloud regions and 89 availability zones, including in the United States and other regions??.
STACK Infrastructure: STACK Infrastructure is a hyperscale data center developer and
operator with facilities and development projects throughout the Americas, Europe, and Asia Pacific??.
These companies have significant operations in both North America and China, making them potential clients for Spectra7's ACCs. However, without specific information from Spectra7 or the client, it's not possible to definitively identify the client in question.
Proto, we are still walking not running. But the ground feels solid enough to move forward. I love this news. It confirms a lot of what has been said here. Q2 could be more news on what we can expect. I understand that RH cannot share revenues forecast at this moment.
Great news indeed. Someone of size is using our ACCs for 800G and higher systems. I love it. Yes indeed. Designcon will likely reveal which company this is. that's my mission, to find out.
It happens on ALL messageboards, ALL the time. We aren't special here, imo
I have always believed 1 right investment can set you for life. You don't need to move all that often. I believe ACCs are a great product, the market is ready and S7 could play a roll. Just let's see what the future holds for us.
I still have 70K in this, let's 50 bagger that.
One is not going to make it with being fearful, rely on ihub messages, name calling, being impatient, etc
Great posts Future. Thanks. The rest is noise.
Great comparison find Future! Cisco loves ACCs more then AECs
Very possible
I see them listed and i see their booth. 2 booths down is MACOM. Good
Happy Newyear guys. Be kind, stay healthy and remain positive.
We will get there!
some wisdom I like to think about while investing: Be kind, leave emotions out, you can't know everything (and prepare), a sure thing will get you in trouble (to me that was PSVR2), a bad company can be a good investment, etc
Yessir , SONY is still our end customer
We’re hoping they will be a little more aggressive with pricing their PSVR2 next year !
Thx
R
Number on PSVR2 sales. Not sure this is a good source but it does say something. Piss poor. https://www.reddit.com/r/virtualreality/comments/18gvtuy/sony_psvr2_sales_are_disappointing_to_say_the/
I did ask about the psvr2 sales. Will report back.
That PR doesn’t look hot to me. We didn’t had many sales in DC. Our sales came from PSVR2, imo. I fear we lost Sony.
Survival modus activated. Let’s see what the pps does
I woke up to this news and thought,,,NO!
Good this board explained it what sandbagging is. All good. Major upgrades happening in datacenters. That why we are here.
Some things take longer then expected. We will get there in Q1,2024. Financing doesn’t scare me. Many fruitful years ahead.
Enjoy the holidays. Merry Christmas and a happy New Year. 2024 is going to be interesting to say the least.
BME explained
As a long-time member and moderator of the $RNDR community, I want to break down the RNP001 Burn-and-Mint Equilibrium (BME) model in ELI5 way. 🧵👇🏻 $RNDR @RenderToken
— Praveen Jandu (@PraveenJandu) January 22, 2023
⚠️ Please note that these are my views and not those of the official Render Network team.
$Apple wants to Run Ai hardware on a device
— @coingrid.lens (@CoinsgridLens) December 22, 2023
NOT ON CLOUD ❌
👀apple all device iPhone , Mac book tabs all are work as GPU rendring machine
👀👀👀👀👀👀👀
😲😲😲😲😲😲😲https://t.co/LwFjoyYnKs
BME is live. This will change things
$RENDER BME is Live 🔥🔥🔥 https://t.co/4ElRC6blfl pic.twitter.com/WnbiodL3UV
— MachineAlpha ⭕️ (@Machine4lpha) December 20, 2023
1/ New episode with @JulesUrbach & @drjonessf of @rendernetwork & @OTOY!
— Proof of Coverage Podcast (@coverageproved) December 18, 2023
We discuss:
- The Metaverse & the future of entertainment
- How Render aggregates latent GPU supply, globally
- Render's expansion into AI/ML workloads with clients like @ionet_official, @beam_cloud,… pic.twitter.com/RzjSUOVpNo
Just hit 4.52$
Yes Like Future said, he is wrong. I did comment on that youtube video posting the response of Spectra7:
Spectra7 comment on the misleading statement:
Our team listened to how Don answered the question about ACCs vs AECs and what he said was incorrect and misleading:
He said that ACCs had to be tuned to specific ports in a switch. This is completely false. An ACC is designed to look like a DAC and is plug and play. What he failed to mention was that with a DAC or an ACC, you can plug in the cable and it will work without any configuration. With an AEC, the host system must configure the AEC to work with the port. This is the same for AOCs. An AEC is just an AOC without the optical conversion and the optical cable.
He stated there is no IEEE standard or MSA for ACCs. This is also not correct. While there is no standard specifically for an ACC, it is not needed because our technology conforms to standards for DACs, such as 200GBASE-CR4, 400GBASE-CR8, etc. What we tell customers is that our goal is for an ACC to look as much like a DAC as possible. Therefore customers get the benefit of lower power and lower cost, while also getting longer reach and smaller gauge wires
While AECs do certainly have a cost and power advantage over AOCs, ACCs have a cost and power advantage over AECs. Standards are not an issue.
Credo’s outlook