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Fiscall

03/25/24 5:58 PM

#184865 RE: Fiscall #184864

This is the google slide!

https://www.linkedin.com/posts/advanced-photonics-coalition_fiberoptics-technology-innovation-activity-7178065757874913281-L2Oo?utm_source=share&utm_medium=member_ios

Modulators with low driving voltage, high bandwidth, and low loss.

They are also showing the same wafer

And “organic Material” the same picture on page 15 from LWLG

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/1bd96423-05f6-76f0-82d8-2a80d7a40691?origin=2

I can’t believe my eyes!

It is hapening…
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MarcoPolo4

03/25/24 8:25 PM

#184887 RE: Fiscall #184864

Google has been ahead of the other hyperscalers in moving to 800G. It looks like they have their eye on a faster, lower power and likely less expensive option. That is exactly what they have been talking about for the past 2-3 years. Google is likely a lead customer under NDA and it fits their modus operandi as a leader in new technologies. The curtain is opening up.