Regarding $Amazon(AMZN.US) RNG + OpenAI’s MRC and VCSELs.
In what appears to be an indirect response on B. Riley's $Applied Optoelectronics(AAOI.US) sell report regarding optimizations that "flattens networks and cuts transceiver TAM 40-50%".Rosenblatt TLDR: They've already modeled for this, even though each XPU may use fewer transceivers.The number of XPUs is growing so quickly that total optical demand should still rise. On lasers architectures for CPO: VCSELs are useful as a credible bridge for NPO/short reach. Ideal architecture though for CPO is UHP CW over other lasers, and cites Broadcom for that statements. Which happens to supports my core $SIVE thesis. I feel like Rosenblatt and I share the same views on a lot of things, I like the way they roll.
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