Spectra7 Microsystems Inc (SEV)

[SiliconValleyExec]

Well worded to appear like they are the major partner to AI data centers but a closer read tells you rightly where they are. They say they are working with Nvidia but it is clear that is their only current partnership. They hope to get more from other companies.This very transcript may well be used to describe what is going on with s7 macom and semtech. This is truly good news for us all and we are also in the 3rd quarter going to the 4th for our own nominal acceleration heading into a ramp the next fiscal year. As a matter of fact a very close read suggests s7 is actually ahead as they have engaged multiple data centers vs the one semtech now states. Let the chariots out of the gates. The race has begun!