scale

•Nvidia CPO expansion is progressing faster than expected. The Spectrum-X CPO switch is already in mass production, thanks to improved yields from key component suppliers.

•Nvidia CPO expansion switch shipment forecast: 15k in Q4 2026 / 16k in Q1 2027 / 30k in Q2 2027 / 100k in 2027.

•Scale Up OE: With NVL576 unchanged but T4 being slower (possibly in Q1 2028), we revised our 2027E / 2028E estimates to 6.5m / 42m. •VRU NVL576 CPO (QM5 + 4 OEs) and NPO (QM5 + 4 OEs with sockets) are progressing in parallel, although we still maintain a full adoption of NPO for this cycle.

•In the Feynman-expanded CPO design, OEs up to 6.4T with QM6 packaging may be possible. Bullish on •Lumentum – CPO acceleration to support the valuation; expected CPO/NPO revenue contribution in CY27/CY28 of 12%/26%

•Broadcom (3163 TT) & Bizlink (3665 TT) – Beneficiaries of higher content for CPO versus NPO. •Semtech (SMTC) – Exposure of TIA/Driver for NPO; supply is tight.#NVDA #CPO #NPO #scale $LITE

🏗 Scale

is often misunderstood.

Growth feels like success.

But scaling something

that isn’t stable

just amplifies problems.

What works small

doesn’t always work large.

🧠 HI focuses on

what survives scale —

not just what grows.

#HI #Strategy #Scale

Banana for Scale started as a simple Reddit joke in 2012.

Users began placing bananas next to objects in photos to show size in a way everyone could instantly understand. What began as casual humor quickly became a lasting internet reference for scale.

A perfect example of how a small, shared joke can stick around for years.


It's growing, not banana 🍌 but $BANANAS31

#Reddit #Meme #CoinVahini #Banana #Scale

⛏️ Tether Develops New #Bitcoin #Mining Infrastructure with Modular Compute Systems to Control Energy, Cost, and #Performance at #Scale

#crypto
$BTC

let's #SCALE it
$BANANAS31 is showing strong breakout momentum and buyers are still defending the higher levels. As long as price remains above $0.0100, the bulls remain in control and another push toward fresh highs is possible. 🚀📈

No financial advice. Manage risk properly.