POET Technologies Notes: POET Technologies - The Optical Interposer Thesis POET’s Optical Interposer replaces costly active alignment with wafer-level pick-and-place packaging, opening AI optical engines to high-volume CMOS-scale manufacturing. 13 min read 20 Apr 2026
Lumentum Holdings 22 min read 24 Dec 2025 Notes: Light is the Future (Pt.1) Summary * DeepSeek, Huawei, and then AVGO in 2025 pulled forward the timeline for optical adoption, flipping the “copper-first” consensus and reshaping cluster design priorities. * DeepSeek’s P/D MoE inference shows scale-out fabrics can handle high-performance inference across hundreds of GPUs, reducing the marginal value of ever-larger NVLink scale-up nodes.
