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Victoria Dickson
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@hyderabaddoctor @rashmi_sudhir4 @TourismSikkim @ShiningSikkim Nice break doc :)
Lachung is one of the most beautiful place in india.
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Last week at the Yumthang Valley, North Sikkim.
It usually doesn't snow in the month of May, but we were lucky❤️
@rashmi_sudhir4
@TourismSikkim @ShiningSikkim
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From some discussions we came across today on TPU v9 networking, the direction seems broadly consistent with what we had touched on in our earlier report.
The next step-up in Google's TPU networking bandwidth appears to come from two directions. First, the new scale-out network architecture, which seems to be increasingly corroborated by the Boardfly direction and Virgo Network. Second, the continued upgrades in scale-up / ICI bandwidth. We had also flagged the possibility that future TPU systems could move toward a higher-dimensional torus topology, potentially a 6D torus.
If TPU v9 upgrades the topology, optical module speed, and port ratio at the same time, a roughly 4x increase in ICI bandwidth versus TPU v8 may not be entirely out of reach. This is likely not just a matter of "buying more optical modules." It could reflect a system-level architecture shift in Google's TPU roadmap toward higher bandwidth and higher optical interconnect content.
One point that did not get much airtime in today's discussion, but which we had spent more time on in our earlier report, is the potential introduction of coherent-lite technology. If coherent optics does make its way into this part of the architecture, the dollar content per optical module could rise meaningfully — in some designs, perhaps even close to doubling. It would also bring in a more complex modulation stack, which may call for more advanced silicon photonics, thin-film lithium niobate, or other higher-end PIC platforms.
That matters because the value migration would not be limited to the module layer. It could also benefit upstream components, including lasers, modulators, PICs, DSPs, connectors, and advanced packaging. If this plays out, the TPU networking upgrade would meaningfully shift more AI cluster value into optical and connectivity content.
Names we'd keep an eye on as potential beneficiaries include $LITE , $COHR , InnoLight, $NOK , $MRVL , $SMTC , $AXTI , and $TSEM .
FundaAI@FundaAI
Deep|AI Infra 2026: Shifting from "Brain Power" Competition to "Whole-Body" Evolution This is one of our most important reports this year, and our entire team invested a significant amount of time and effort into it. We observed that the OCS ratio in Scale Up scenarios is still rising rapidly, and we also found that $MRVL is involved not only in TPU but also in LPU. In 2026, the focus of AI development has pivoted from chasing high benchmark scores to pursuing AI Agents capable of multi-step reasoning and autonomous action. This infrastructure arms race is undergoing a transformation akin to biological evolution. If an AI system is viewed as an evolving organism: the GPU/TPU represents the calculating brain; Memory and Storage serve as the memory carriers for experience and context; the CPU acts as the hands coordinating tasks; while Optics and Networking function as the limbs supporting systemic data flow and response sensitivity. Under the framework of the Agent Scaling Law, the core bottleneck is no longer just the FLOPS of a single chip (brain power), but rather the communication efficiency (limbs), the memory wall (memory), and the Total Cost of Ownership (TCO). The “Brain” Idle Crisis: Even with the most powerful compute cores, if the “limbs” (communication) are underdeveloped, chips will sit idle for over 1/3 of the time waiting for data. The “Memory” Retrieval Bottleneck: Long-sequence reasoning for Agents imposes rigorous demands on KV Cache management; the performance of memory and storage components has become the deciding factor for an Agent’s logical depth. Dimensional Evolution of “Limbs”: To overcome the communication bottlenecks inherent in MoE architectures, infrastructure is moving from 3D Torus toward high-dimensional topologies (up to 10D). Networking investment weight is now matching or even surpassing that of compute chips. This report outlines the bottlenecks facing AI Agents and recent TPU progress, specifically exploring how Google TPU optimizes “whole-body” coordination through vertical integration. We argue that: Networking is the new core battlefield: To solve MoE All-to-All bottlenecks, Google is significantly expanding scale-out bandwidth and shifting from 3D Torus to higher dimensions. Unlocking TCO and Allocation Efficiency: Through proprietary architecture and vertical integration, the TPU v7 rack cost is significantly lower than the NVIDIA GB200. This efficiency gain frees up CapEx for growth in optical communications and memory. $LITE $NOK $CRDO Detailed Report fundaai.substack.com/p/deepai-infra…
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@eyesigh558 @FundaAI Investir intelligemment, c'est réussir!
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@Gui14002 @JulienTechInvst Investir intelligemment, c'est réussir!
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@JulienTechInvst Le problème c'est d'être arrêté sur des taux qui n'existe plus ... Mon dernier crédit conso chez bourso 3,4%. Mon dernier clic financement chez eux 2000e pour 20e de frais unique. Je comprends tout à fait l'avantage psychologique. Mais je n'y vois aucun avantage technique.
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Il y a quelques années, j’étais de la team: le cash c’est de la merde, je veux avoir le minimum d’épargne de précaution, c’est-à-dire 3 mois de dépenses courantes (6k€ dans mon cas).
Aujourd’hui, avec de l’expérience, je me rends compte que 3 mois c’est pas assez. Et qu’on sous-estime beaucoup ses dépenses courantes. Du coup, j’essaie de faire augmenter cette épargne et honnêtement, je pense qu’il vaudrait mieux viser entre 6 et 12 mois de dépenses courantes.
Déjà parce qu’un imprévu ça arrive vite, mais aussi parce que dans la vie, on peu avoir des projets, et c’est bien mieux de les financer cash qu’avec un crédit à 6-8%.
Vouloir maximiser ses gains financiers c’est cool, mais en attendant, tu dors beaucoup mieux la nuit en te disant que t’as du cash en cas de pépin, et ça, ça vaut bien plus que 11% de rendement annuel sur 1000 ou 2000€.
PS: je suis aussi conscient que mon état d’esprit a changé surtout depuis que j’ai passé la barre de 100k sur mon compte titres, mais je pense que ça devrait s’appliquer bien avant
Julien | Tech & Invests@JulienTechInvst
@winnie_the_punk Je sais pas, imagines t’as un pépin quelconque, tu préfères quoi ? Être forcé de vendre des choses ou de faire un crédit (dont t’es même pas sûr qu’il te soit accordé) ? Ou simplement sortir du cash de ton épargne ?
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اغتنم كل فرصة أتمنى من بالإثارة. أن تكون رحلتك واحدة الرضا العميق. eric snaza
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