Aug. 24 at 3:15 PM
$HIMX From the ec: "Himax and FOCI are collaborating with several heavy-weight customers and partners to jointly develop future-generation high-speed optical transmission technologies to meet the explosive bandwidth demands of HPC and AI applications, while also helping to address the pain point of overheating associated with high-speed transmission."
From goog AI:
Amazon Web Services (AWS) is actively developing its own data center program that includes custom-built hardware *****designed to reduce its dependence on Nvidia****
Potential CPO customers
While not confirmed partners of Himax and FOCI, analysts have identified several large companies actively pursuing CPO technology, which could make them potential future customers:
Broadcom
Cisco Systems
Marvell Technology
Microsoft (MSFT)
Amazon (AWS) Say good bye to single digit stock forever with hookup to aws.
I would also add tata to this list.