In pre-Chat GPT 2022, data centers were buying fewer than one million 800G Transceivers for connecting racks and AI clusters per year. Now the industry is at a 15-20 million unit run rate, noted Loi Nguyen, PhD, SVP of cloud optics at Marvell Technology holding the mic at an exec panel with Broadcom, AMD, Global Foundries and others. Another tidbit. Lasers used to be the largest point of failure. Now it's things like soldering. which is a good sign that reliability is on the upswing.
Rick Bullotta
2mo
All I'm asking for is transceivers with friggin' laser beams. Throw me a bone here, Mike.
Instructif
Head of Content
2moFun fact: soldering turns out to be really important to building fusion power plants, too. Never expected my childhood moments building Heathkit electronic gizmos would be a preview of coming attractions.