On the active MW power for Nebius, I couldn't find any numbers. For the last FY, Nebius reported 170 MW, exceeding 100 MW target. The guidance for 2026 is 1000 MW. Now, I don't see any execution risk questions for Nebius. On the contrary, with more experience, CRWV is at around 1000 GW and needs to add 700 GW more to reach its guidance. Why is market not seeing that?
TSEM's comment on CPO is really confusing, contradicting with other key laser players as you mention. We will find out when the king talks? Expect NVDA GTC Taipei to lay out the roadmap of CPO
Sounds like you wouldn’t chase Tsem here until you get clarity on CPO content and COUPE positioning ?
Yep and yep. I am not selling Lumentum for this here.
On the active MW power for Nebius, I couldn't find any numbers. For the last FY, Nebius reported 170 MW, exceeding 100 MW target. The guidance for 2026 is 1000 MW. Now, I don't see any execution risk questions for Nebius. On the contrary, with more experience, CRWV is at around 1000 GW and needs to add 700 GW more to reach its guidance. Why is market not seeing that?
Any thoughts on this @Jason ?
TSEM's comment on CPO is really confusing, contradicting with other key laser players as you mention. We will find out when the king talks? Expect NVDA GTC Taipei to lay out the roadmap of CPO
@Jason: Have you already put in some thoughts concerning IREN?