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Thursday, October 22, 2026

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@aleabitoreddit 3 clicks

Serenity on X

Glad we finally got a word too from $NVDA Jensen Huang today from an event at Stockholm... About $CRWV amid the broader Neocloud selloff. When asked about the markets reactions to Coreweave, Jensen responded: - "Coreweave's strength is improving every day, I'm optimistic" - "The cost of capital is actually decreasing" On whether Nvidia needed to provide a financial backstop: - Jensen said he did not see a need for Nvidia to backstop CoreWeave I'm personally not too positive about $CRWV relative to $NBIS and the others... but any copium helps from the man himself with market sentiment.
@aleabitoreddit

Serenity on X

Nobody said $SIVE was going to be the sole laser provider for Ayar for all generations. 2nd gen Supernova was 16x wavelength that they confirmed Sivers. Ayar is expected to do multi-vendor for lasers, would be stupid not to. Originally disclosed suppliers were $LITE, $MTSI, and $SIVE, but there's probably only a few companies that can do this new design. For their new demonstration at OCP it's 8x 200mW range, $LITE is probably the closest one technologically to Ayar's OCP announcement, with 8x 250 mW demonstrated at ECOC just last month that they're targeting availability later in 2027. I don't see anything where $MTSI has demonstrated remotely similar capabilities yet. Macom were saying they were still working on 75 mW qualifications targeting production H2 2027. $SIVE has lower power 8/16 channel specs, and individual 200 mW lasers for NPO. I think this might relate to their Seminex partnership for UHP multi channel variants that they were targeting for 2027 so high confidence they'll meet technology specs eventually, more of a matter of timing. But basically new announced configuration from Ayar, can't really make any assumptions here yet, will need to wait for earnings of these players.

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