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AI ARMS RACE |
THE CLOSE |
Knox Bennett, Lead Strategist, Strategic Compute · September 19, 2026 |
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▲ 1 · EUPHORIA
V13 C18 Cr18 F12 P11 |
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What moved it: Credit +1 on FedWatch Oct hike tilt. Val+Froth estimated. Sessionless Saturday. |
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$39 Trillion in Debt (One Move Left?) |
We may receive compensation if you purchase through the links in this email. Dear Reader, I just released an urgent presentation on what I believe could be the U.S. government's last remaining escape from $39 trillion in debt. Don't care? Skip this. But if you |
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Paid advertisement from Decentralized Masters. Not investment advice. Investing involves risk including loss of principal. |
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THIS EVENING - OPTICAL ENGINES |
Tower ships laser-on-PIC engines for AI optics |
NewPhotonics + Tower: 800G-1.6T engines leave the lab for volume. |
This morning was inference systems sold as racks. Tonight is the optical engine layer that keeps those racks from choking on copper. |
Tower Semiconductor and NewPhotonics say they have begun high-volume shipments of laser-integrated photonic engines for scale-out and scale-up AI interconnect. NPG102 covers 800G and 1.6T at 200G per lane with heterogeneously integrated lasers. A CPX-MSA NPO chipset (NPC505) is aimed at 6.4T volume in the first half of 2027. They plan to show product at ECOC in Malaga next week. |
Yesterday's GF story was SiGe wafer capacity behind optical PHYs. This is different: the PIC engine itself, lasers on the chip, shipping to OEM and data-center customers now. Fudzilla and the companies' GlobeNewswire release are the primary paper trail. |
The "just buy Nvidia" crowd will shrug. The desks that price interconnect power will not. When clusters move to NPO and LRO architectures, the scarce unit is whether laser-integrated engines exist at volume - not whether another GPU brochure landed. |
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Engines, not foundry slides |
Tower's PH18DA platform plus NewPhotonics design is a manufacturing claim: laser-integrated PICs leaving the lab. Volume language matters more than a roadmap chart. |
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NPO power math is the foil |
Huawei's Atlas 960E pitch this week - 5,500 Hi-ONE engines replacing tens of thousands of 800G modules - is the China-path color. The Western volume story tonight is Tower and NewPhotonics shipping the engines that make that math real on open platforms. |
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Big Tech Is Spending $650 Billion. Here's Where It May Go. |
As the world's largest technology companies ramp up AI investment, the biggest opportunities may extend beyond today's household names to the companies supplying the infrastructure. |
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Paid advertisement from Stock Earnings. Not investment advice. |
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THE LONG GAME |
Interconnect is becoming a first-order cost line. The desks that still treat optics as a commodity will misprice the companies that can put lasers on PICs at volume while everyone else argues about GPU generations. |
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MUST READS |
Only 3% of US Companies Have Adopted AI. What Happens at 30%?
Everything so far, the trillion dollar caps and all of it, happened at three percent adoption. The stocks that won the first 3% are not the ones that win the ne |
The overnight, caught up before the bell
Asia, futures, and the headlines that broke while you slept. One short email. |
Blue Origin… DOOMED
Blue Origin… DOOMED |
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YOU'RE EARLY |
ECOC starts Monday. If laser-integrated engines are truly in volume, the next six months of interconnect RFQs will tell you who can ship - and who still has a slide deck. |
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- Knox Bennett, Lead Strategist, Strategic Compute |
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AI ARMS RACE
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