Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's
The Circuit
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Advancements in Co-Packaged Optics and Power Efficiency Solutions
This chapter covers the latest developments in co-packaged optics technology, highlighting Broadcom's newest product that integrates optical links into server designs to reduce power usage and costs. It also explores the implications of the third generation of these products on commercialization and the efficiency trade-offs in chiplet architectures.
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