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Coherent's Vertical Integration Strategy
Coherent makes more of the optical stack in-house than any competitor. We walk through the business, the growth vectors, and whether breadth beats…
Apr 1
•
Austin Lyons
24
4
March 2026
Agentic AI Needs CPUs. Whose CPUs?
Nvidia Vera, Arm AGI CPU, Meta, x86, more
Mar 28
•
Austin Lyons
36
4
The Multi-Silicon Era Is Here
Disagg is out of the bag. What it means for Nvidia, CPUs, XPUs, startups, and more.
Mar 23
•
Austin Lyons
19
1
GTC 2026 Keynote Debrief
Scale up, CPUs, Groq, tiered inference economics, SaaS is not dead
Mar 17
•
Austin Lyons
22
3
Meta's MTIA Roadmap
Inference-centric design. ROIC is clear. Implications for the industry.
Mar 12
•
Austin Lyons
13
1
Optics Primer, Part 3: Co-Packaged Optics (CPO)
From EML lasers and DSPs to silicon photonics and external CW lasers. How CPO works and the impact on the optical supply chain.
Mar 9
•
Austin Lyons
27
1
An Interview with Rivian’s Mukund Chavan About RAP1
Rivian designed its own autonomy SoC. Why?
Mar 5
•
Austin Lyons
7
Broadcom Makes Lasers?
Broadcom's InP fab, EMLs at 1.6T, full-stack CPO play, and comparing against Lumentum and Coherent
Mar 3
•
Austin Lyons
28
3
Lumentum and the Laser Bottleneck
Lumentum is winning and still can't keep up. Coherent is closing in. Earnings, sell-side sentiment, and the tensions to track.
Mar 2
•
Austin Lyons
32
2
February 2026
Photons as a Service
xLight's plan to swap EUV's light source for a free-electron laser and sell light like a utility.
Feb 25
•
Austin Lyons
15
3
Arista's Ethernet Bet
Q4 FY2025 earnings scored against the bull and bear cases
Feb 23
•
Austin Lyons
27
2
The Nvidia Business Hiding in Plain Sight
And it's bigger than Wall Street thinks
Feb 17
•
Austin Lyons
20
2
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