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Diverging optical paths in the next phase of AI infrastructure.

Optical Circuit Switching

Photonics: OCS Roadmaps and Market Dynamics (Pt.4)

19 min · 24 Jul 2026

OCS roadmaps are splitting by workload: high-radix MEMS for scale-out and training, lower-latency silicon photonics for inference scale-up. Part 4 examines Google’s V8i push, NVIDIA’s dual CPO+OCS approach, market growth to $2.5B+, and whether microLED can solve short-reach constraints.

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Nvidia at 16x Earnings: MSU Analysis vs. Broadcom (Pt.3)

Nvidia at 16x Earnings: MSU Analysis vs. Broadcom (Pt.3)

Nvidia trades at its lowest multiple since 2015. We compare our view with the Market’s and the Street’s, and explain why a shrinking moat makes Nvidia a possible value trap and Broadcom, at similar multiples, the stronger case.

10 min read 23 Oct 2026

Nvidia at 16x Earnings: Bargain or Value Trap? (Pt.2)

19 min read 20 Oct 2026

Nvidia at 16x Earnings: Bargain or Value Trap? (Pt.2)

Nvidia’s margins are safe for now. We look at who really profits from the AI chip shortage, why Nvidia is now guaranteeing its customers’ data centers, where it lags on optics, and why 2028–2029 is the real test for its prices.

Nvidia at 16x Earnings: Bargain or Value Trap? (Pt.1)

18 min read 15 Oct 2026

Nvidia at 16x Earnings: Bargain or Value Trap? (Pt.1)

Is Nvidia at 16x earnings a bargain or a value trap? We look at how Nvidia’s GPU is turning into a TPU, why tile languages and AI-written code weaken CUDA, and why Broadcom is better placed to win as AI labs build their own chips.