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@danielapilcoj15 "@bizbreakdowns @andy_gardner_ @ReustleMatt where can i listen to this"
X Link @danielapilcoj15 2025-10-16T12:03Z XX followers, XX engagements

"@EricJhonsa these are all optical its happening likely Corning (fiber) Amphenol (connectors) Lumentum / Coherent (transceivers) and possibly Broadcom or Marvell (PAM4 optics chipsets) insidethemodules"
X Link @danielapilcoj15 2025-10-09T23:46Z XX followers, XXX engagements

"@nagendraputhane @zephyr_z9 "NVIDIAs silicon photonics ecosystem includes TSMC Browave Coherent Corning Incorporated Fabrinet Foxconn Lumentum SENKO SPIL Sumitomo Electric Industries and TFC Communication." love them"
X Link @danielapilcoj15 2025-10-10T12:24Z XX followers, XX engagements

"@satyanadella the cables you see are optical fiber (likely multimode OM4) likely $glw Corning (fiber) $aph Amphenol (connectors) $lite $cohr Lumentum / Coherent (transceivers) $avgo $mrvl and possibly Broadcom or Marvell (PAM4 optics chipsets) inside the modules"
X Link @danielapilcoj15 2025-10-09T17:55Z XX followers, XXX engagements

"@zephyr_z9 coherent lumentum corning ciena amphenol"
X Link @danielapilcoj15 2025-10-09T12:37Z XX followers, XXX engagements

"@hummingbird228 @theaustinlyons this is all optical transition happening quick. likely Corning (fiber) Amphenol (connectors) Lumentum / Coherent (transceivers) and possibly Broadcom or Marvell (PAM4 optics chipsets) insidethemodules. no purple cables here"
X Link @danielapilcoj15 2025-10-09T23:49Z XX followers, XXX engagements

"@theaustinlyons i see om4 os2 optical cords $glw $aph tranceivers $lite $cohr $avgo tomahawk switch is broadcom maybe some $tel power distr shelf likely delta $flex $Belfa several possibilities for OEM"
X Link @danielapilcoj15 2025-10-15T16:09Z XX followers, XXX engagements