"Someone will brag about a million GPU cluster; you have to multiply by four to five for the number of transceivers in that cluster."
"If AI is the most important technology in several generations (which we believe to be true), to have critical parts of AI data center capex run through misaligned/competitive countries is a problem."
Travis Brashears, Cameron Robinson, and Serena Grown-Haeberli founded Mesh Optical Technologies after developing optical communications for Starlink satellites at SpaceX. Mesh raised $50 million in a Series A led by Thrive Capital to mass-produce optical transceivers that convert optical signals into electrical signals for compute systems. Optical transceivers are critical for linking multiple GPUs in large AI training and inference clusters. Mesh plans to manufacture 1,000 units per day within the year to begin qualifying for bulk orders in 2027 and 2028. The company aims to build a non-Chinese supply chain citing strategic and national-security concerns.
Read at TechCrunch
Unable to calculate read time
Collection
[
|
...
]