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[ February 9, 2026 ] Datacenter Spending Forecast Revised Upwards – Yet Again Compute
[ February 8, 2026 ] The Twin Engine Strategy That Propels AWS Is Working Well Compute
[ February 5, 2026 ] With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear Cloud
[ February 4, 2026 ] AMD Finally Makes More Money On GPUs Than CPUs In A Quarter Compute
[ February 4, 2026 ] Dassault And Nvidia Bring Industrial World Models To Physical AI HPC
[ February 3, 2026 ] TACC Explores Mixed Precision And FP64 Emulation For HPC With Horizon HPC
[ February 3, 2026 ] Robotics Will Break AI infrastructure: Here’s What Comes Next AI
[ February 2, 2026 ] Oracle’s Financing Primes The OpenAI Pump Compute

The Third Time Will Be The Charm For Broadcom Switch Co-Packaged Optics

October 17, 2025 Timothy Prickett Morgan Comments Off

If Broadcom says that co-packaged optics is ready for prime time and can compete with other ways of linking switch ASICs to fiber optic cables, then it is very unlikely that Broadcom is wrong. …

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Talking Silicon Photonics Signal And Noise With Andy Bechtolsheim

March 10, 2022 Timothy Prickett Morgan 2

There is a lot of chatter this week about optical communications with the OFC2022 conference being held in San Diego. …