Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.3)
You might also like...
Soitec: Where Silicon Photonics Begins
Summary
* Near-monopoly on Photonics-SOI, the engineered wafer every leading silicon photonics foundry
Notes: POET Technologies - The Optical Interposer Thesis
Summary
* We plan to add a lot more coverage on the optical
Notes: The Bottleneck Heuristic — Blackwell's Gauntlet, the ASIC Breakout, and the Optical Chokepoint (Pt.2)
Summary
* Following Part 1's investment heuristics, Part 2 recaps the
