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[@danielapilcoj15](/creator/twitter/danielapilcoj15)
"@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](https://x.com/danielapilcoj15/status/1976345709957070869) [@danielapilcoj15](/creator/x/danielapilcoj15) 2025-10-09T17:55Z XX followers, XXX 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](https://x.com/danielapilcoj15/status/1976434130968780945) [@danielapilcoj15](/creator/x/danielapilcoj15) 2025-10-09T23:46Z 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](https://x.com/danielapilcoj15/status/1978493420160131376) [@danielapilcoj15](/creator/x/danielapilcoj15) 2025-10-15T16:09Z XX followers, XXX engagements


"@bizbreakdowns @andy_gardner_ @ReustleMatt where can i listen to this"  
[X Link](https://x.com/danielapilcoj15/status/1978793898458669258) [@danielapilcoj15](/creator/x/danielapilcoj15) 2025-10-16T12:03Z XX followers, XX engagements


"@zephyr_z9 coherent lumentum corning ciena amphenol"  
[X Link](https://x.com/danielapilcoj15/status/1976265844515545505) [@danielapilcoj15](/creator/x/danielapilcoj15) 2025-10-09T12:37Z 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](https://x.com/danielapilcoj15/status/1976624914863202332) [@danielapilcoj15](/creator/x/danielapilcoj15) 2025-10-10T12:24Z XX followers, XXX engagements


"@techvisionasia ciena lumentum coherent corning amphenol"  
[X Link](https://x.com/danielapilcoj15/status/1978988321700262228) [@danielapilcoj15](/creator/x/danielapilcoj15) 2025-10-17T00:55Z XX followers, XX engagements