Nutty

Analog IC Design Engineer in Silicon Valley
Writing about circuits, semiconductors & industry
Substack:

[Nutty @NuttyCLD]

https://t.co/i4phHU1Tgn

[Nutty @NuttyCLD]

Chips Act 2.0 caught my attention because it seems to be about more than just chips.

The U.S. is already moving in a similar direction. Through the CHIPS Act, it has been trying to bring semiconductor manufacturing back home while also accelerating investment in AI data centers and supporting infrastructure.

The EU’s Chips Act 2.0 feels like it is asking a similar question.

If Chips Act 1.0 was about building fabs in Europe, then 2.0 appears to be more about who owns and controls Europe’s chips, cloud platforms, AI data centers, and broader digital infrastructure ecosystem.

That’s why I see it as more than a second round of semiconductor subsidies. It looks increasingly like a discussion about infrastructure leadership in the AI era.

Reuters:
https://t.co/0JE3wH9LQi

[Nutty @NuttyCLD]

@embgaspbaud 🤣🤣

[Nutty @NuttyCLD]

Still private, but I view Ayar Labs as one of the most important companies in the CPO ecosystem.

Been meaning to do a deep dive on them for a while.

[Ayar Labs @AyarLabs]

As AI clusters scale, CPO is emerging as the only solution capable of delivering the bandwidth density and efficiency demands. That's why we partnered with Wiwynn to bring this technology to rack-scale AI systems.

Dive deeper:
https://t.co/DKtIWTIjnJ

#COMPUTEX2026

[Nutty @NuttyCLD]

@embgaspbaud I’d happily buy it if it were public. 😅

[Nutty @NuttyCLD]

@SVTrivo We should globalize that word! 😆

[SoFire @Sofigoodboy]

Ayar Labs joined $nvda NVLink.

$sive !!!!!!!!

[Nutty @NuttyCLD]

@Semicon_player 한국, 일본, 대만, … 아주 핫하네요 요즘 정말 ㅎㅎ

[Nutty @NuttyCLD]

@junhyuncho mW, 밀리와트가 더 익숙한데 말이죠 ㅎㅎ

[Nutty @NuttyCLD]

@damnang2 I should have accepted their offer...😭

[Damnang2 @damnang2]

If you have been wondering why “old school” server companies like Dell and HPE suddenly exploded higher again, this article is worth reading.

The key point is not simply that AI server demand is growing.

The center of the AI infrastructure war has shifted from:
“Who builds the best GPU?”
to:
“Who can actually deliver and operate a full AI factory inside the customer’s own datacenter?”

The article does a very good job explaining:

- liquid cooling
- power bottlenecks
- on premises AI
- sovereign AI
- enterprise AI rack integration

from a very practical perspective.

More importantly, it also discusses:
what exactly the market is re rating in Dell/HPE today,
and what could eventually break this rally.

A very interesting read for anyone following AI infrastructure investments.

[Nutty @NuttyCLD]

@KairosPraxis Thanks! 😁

[Nutty @NuttyCLD]

@AnalysisOp 👀

[Nutty @NuttyCLD]

Do you like dinosaurs? I sure do.

[Nutty @NuttyCLD]

https://t.co/i4phHU1Tgn

[Nutty @NuttyCLD]

@ParadisLabs Congrats 🎉🎊🎈

[Nutty @NuttyCLD]

@mindmoon_108 이렇겠죠 ㅎㅎ

[Nutty @NuttyCLD]

@KairosPraxis While many CPO companies are focused on bringing optics closer to the switch, I see Ayar as trying to bring optical I/O directly to the compute side. The problem they’re trying to solve is fundamentally different.

[Nutty @NuttyCLD]

Looks like PhotonCap had a pretty good birthday on the tape today.

But the point of this piece is broader.

What moved today was not just optics. It was the full energy, heat, and reach stack that makes CPO possible.

[Photon Capital @PhotonCap]

https://t.co/AgbK73iEBz