Replies to post #224082 on Lightwave Logic Inc (LWLG)

[tedpeele]

First you said:

On my question if he was planning to announce the deals on Christmas Eve he reacted that he has time till midnight on New Years Yves.

Then you said:

My take is that there are already stage 3 customers and maybe many more than 3-5

.
You may think he was kidding on the first one, but what if that betrayed his true thoughts?

Your hopes are the epitome of starry eyed wishful thinking.

I hope you are right, but this had better move fast and to new highs NOW because I doubt the market shares your level of optimism for the reasons I gave earlier -- very valid reasons -- and.the current tide of optimism will turn with another month of silence.

..

[prototype_101]

Ruud, from what I am hearing, you are correct, the 2-4 Customers to Stage 3 keeps being reconfirmed because these are essentially done deals already, and Yves plan is to release them all at one time, for me , preferably this would be on a Friday afternoon at 4pm ET, and FWIW there has been a lot of hinting that Nvidia/TSMC is in the mix!! Oh, and let's not forget Yves said once they enter Stage 3 the percentage of those moving later to Stage 4 (mass commercial) is HIGH (likely about 80%)

How LWLG Polymers could help NVIDIA's MRR technology:

Reducing Power Consumption and the Need for Heater ICs: NVIDIA's MRR technology, while highly compact, is susceptible to thermal drift. This means that as the temperature changes, the resonant frequency of the ring shifts, causing the signal to degrade. To counteract this, current silicon photonics MRRs require active thermal stabilization using a heater Integrated Circuit (IC). These heaters are a major source of power consumption and take up valuable space on the chip. LWLG's polymers, with their superior thermo-optic coefficient, are less sensitive to temperature changes. By using these polymers, the need for a heater IC could be significantly reduced or even eliminated, leading to substantial power savings and a smaller footprint.

Stabilizing Frequencies and Improving Performance: The stability of the communication channels is crucial for the massive data throughput required for AI. Thermal fluctuations can destabilize the resonant frequencies of the channels, leading to errors and a need for complex control systems. LWLG's polymers have demonstrated high thermal stability, even under demanding conditions. By integrating these polymers, NVIDIA's MRR technology could achieve more stable and reliable communication channels, which is critical for scaling AI "factories" to millions of GPUs.

The Broader Context
The key benefit of LWLG's polymers is their ability to enable low-voltage, high-speed optical modulators. This is a major area of focus for the entire industry. As data transfer speeds increase, the power consumption of electrical interconnects becomes a significant bottleneck. Optical interconnects are the solution, but they also have their own power challenges. LWLG's materials offer a way to create optical modulators that operate at much lower voltages, which in turn reduces the need for power-hungry electrical drivers.

While NVIDIA has not publicly named LWLG as a partner, it has a history of collaborating with leaders in the supply chain to develop its co-packaged optics (CPO) platform. NVIDIA has mentioned working with TSMC to overcome manufacturing challenges for its MRR engine, and has highlighted that the success of its optical platform depends on a cohesive ecosystem of partners. LWLG's focus on developing foundry-friendly processes and its demonstrated performance align directly with the needs of this ecosystem

There is no confirmed partnership between Lightwave Logic (LWLG) and NVIDIA. However, LWLG's electro-optic (EO) polymers are a compelling solution that could potentially improve NVIDIA's Micro Ring Resonator (MRR) technology. This is because LWLG's polymers are designed to address the key challenges that NVIDIA and the broader industry face in scaling up data centers for AI.

[prototype_101]

Ruud, from what I am hearing, you are correct, the 2-4 Customers to Stage 3 keeps being reconfirmed because these are essentially done deals already, and Yves plan is to release them all at one time, for me , preferably this would be on a Friday afternoon at 4pm ET, and FWIW there has been a lot of hinting that Nvidia/TSMC is in the mix!! Oh, and let's not forget Yves said once they enter Stage 3 the percentage of those moving later to Stage 4 (mass commercial) is HIGH (likely about 80%)

How LWLG Polymers could help NVIDIA's MRR technology:

Reducing Power Consumption and the Need for Heater ICs: NVIDIA's MRR technology, while highly compact, is susceptible to thermal drift. This means that as the temperature changes, the resonant frequency of the ring shifts, causing the signal to degrade. To counteract this, current silicon photonics MRRs require active thermal stabilization using a heater Integrated Circuit (IC). These heaters are a major source of power consumption and take up valuable space on the chip. LWLG's polymers, with their superior thermo-optic coefficient, are less sensitive to temperature changes. By using these polymers, the need for a heater IC could be significantly reduced or even eliminated, leading to substantial power savings and a smaller footprint.

Stabilizing Frequencies and Improving Performance: The stability of the communication channels is crucial for the massive data throughput required for AI. Thermal fluctuations can destabilize the resonant frequencies of the channels, leading to errors and a need for complex control systems. LWLG's polymers have demonstrated high thermal stability, even under demanding conditions. By integrating these polymers, NVIDIA's MRR technology could achieve more stable and reliable communication channels, which is critical for scaling AI "factories" to millions of GPUs.

The Broader Context
The key benefit of LWLG's polymers is their ability to enable low-voltage, high-speed optical modulators. This is a major area of focus for the entire industry. As data transfer speeds increase, the power consumption of electrical interconnects becomes a significant bottleneck. Optical interconnects are the solution, but they also have their own power challenges. LWLG's materials offer a way to create optical modulators that operate at much lower voltages, which in turn reduces the need for power-hungry electrical drivers.

While NVIDIA has not publicly named LWLG as a partner, it has a history of collaborating with leaders in the supply chain to develop its co-packaged optics (CPO) platform. NVIDIA has mentioned working with TSMC to overcome manufacturing challenges for its MRR engine, and has highlighted that the success of its optical platform depends on a cohesive ecosystem of partners. LWLG's focus on developing foundry-friendly processes and its demonstrated performance align directly with the needs of this ecosystem

There is no confirmed partnership between Lightwave Logic (LWLG) and NVIDIA. However, LWLG's electro-optic (EO) polymers are a compelling solution that could potentially improve NVIDIA's Micro Ring Resonator (MRR) technology. This is because LWLG's polymers are designed to address the key challenges that NVIDIA and the broader industry face in scaling up data centers for AI.

[prototype_101]

Ruud, from what I am hearing, you are correct, the 2-4 Customers to Stage 3 keeps being reconfirmed because these are essentially done deals already, and Yves plan is to release them all at one time, for me , preferably this would be on a Friday afternoon at 4pm ET, and FWIW there has been a lot of hinting that Nvidia/TSMC is in the mix!! Oh, and let's not forget Yves said once they enter Stage 3 the percentage of those moving later to Stage 4 (mass commercial) is HIGH (likely about 80%)

How LWLG Polymers could help NVIDIA's MRR technology:

Reducing Power Consumption and the Need for Heater ICs: NVIDIA's MRR technology, while highly compact, is susceptible to thermal drift. This means that as the temperature changes, the resonant frequency of the ring shifts, causing the signal to degrade. To counteract this, current silicon photonics MRRs require active thermal stabilization using a heater Integrated Circuit (IC). These heaters are a major source of power consumption and take up valuable space on the chip. LWLG's polymers, with their superior thermo-optic coefficient, are less sensitive to temperature changes. By using these polymers, the need for a heater IC could be significantly reduced or even eliminated, leading to substantial power savings and a smaller footprint.

Stabilizing Frequencies and Improving Performance: The stability of the communication channels is crucial for the massive data throughput required for AI. Thermal fluctuations can destabilize the resonant frequencies of the channels, leading to errors and a need for complex control systems. LWLG's polymers have demonstrated high thermal stability, even under demanding conditions. By integrating these polymers, NVIDIA's MRR technology could achieve more stable and reliable communication channels, which is critical for scaling AI "factories" to millions of GPUs.

The Broader Context
The key benefit of LWLG's polymers is their ability to enable low-voltage, high-speed optical modulators. This is a major area of focus for the entire industry. As data transfer speeds increase, the power consumption of electrical interconnects becomes a significant bottleneck. Optical interconnects are the solution, but they also have their own power challenges. LWLG's materials offer a way to create optical modulators that operate at much lower voltages, which in turn reduces the need for power-hungry electrical drivers.

While NVIDIA has not publicly named LWLG as a partner, it has a history of collaborating with leaders in the supply chain to develop its co-packaged optics (CPO) platform. NVIDIA has mentioned working with TSMC to overcome manufacturing challenges for its MRR engine, and has highlighted that the success of its optical platform depends on a cohesive ecosystem of partners. LWLG's focus on developing foundry-friendly processes and its demonstrated performance align directly with the needs of this ecosystem

There is no confirmed partnership between Lightwave Logic (LWLG) and NVIDIA. However, LWLG's electro-optic (EO) polymers are a compelling solution that could potentially improve NVIDIA's Micro Ring Resonator (MRR) technology. This is because LWLG's polymers are designed to address the key challenges that NVIDIA and the broader industry face in scaling up data centers for AI.