Hot Chips takeaway: real fatigue around $NVDA, $AVGO, and $AMD hoovering up all supply-chain bandwidth. Even startups with legit tech advantages can't break through. The old model—good idea + execution = viable semi company—is dead.
Most technical sessions rehashed known info. One interesting data point: co-packaged optics (CPO) might not cost much more than pluggables, suggesting CPO ramp could accelerate faster than the Street expects.
Otherwise, great for networking. See you next year.
Most technical sessions rehashed known info. One interesting data point: co-packaged optics (CPO) might not cost much more than pluggables, suggesting CPO ramp could accelerate faster than the Street expects.
Otherwise, great for networking. See you next year.