InvestorsHub Logo
Followers 104
Posts 4723
Boards Moderated 0
Alias Born 02/13/2013

Re: None

Friday, 05/02/2025 1:30:43 PM

Friday, May 02, 2025 1:30:43 PM

Post# of 219365
Here is my five cents.
Lebby overplayed his hand with NVIDIA. These negotiations went on between Spring 2024 and Autumn 2024. Lebby thought he could dictate his conditions and Nvidia gave him the cold shoulder. Can’t otherwise explain Nvidia’s public snub at Lebby in Malaga last year,
Been following NVDIA ‘s open and public invitation for bandwidth and low power since 2020 and their open request for companies with solutions to get in touch with Nvidia.
So nothing ‘ abnormal ‘, an open invitation for solutions, I have often reported about Nvidia’s product required here.
NVIDIA’s policy for proprietary solutions and Lebby’s strategy for Lightwave PIC’s became another point of contention and ended in a stale mate. Lebby wanted to have Lightwaves own PIC’s and be a stand alone company and even a competitor with some of its customers,
Lightwave’s board intervened (‘ caved’ ) and dropped a number of Lebby’s demands and conditions.
Remember the Nvidia exclamation to Lebby
“ Hey, we are NVIDIA, you know?”
Nvidia has since only reinforced its demand for more bandwidth and low power. It’s decision to go for silicon photonics and CPO proofs it,
Is Lightwave now again engaged with Nvidia?
I don’t know, but if business logic prevails, it should be an easier button to push.
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent LWLG News