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MicroLEDs for interconnects are becoming increasingly interesting as a technology for AI datacenters. I went to Avicena's office and spent 3 hours talking to their entire team, from the CEO to senior leadership to engineering working on the tech. I asked in-depth questions and I took lots of pictures. The latest report combines all my observations in a single post. Important ideas to take away: - MicroLEDs are more of a copper replacement for scale up/in. Don't compare to laser optics. They are not the competition. - Slow lane rates simplify a lot of things; faster isnt always better. - Crosstalk isn't as big an issue as everyone makes it out to be. - Fiber bundle does not make the cable fatter. It's a pretty normal sized cable. - Gearboxing is a requirement for "wide-but-slow" ; more lanes require deskew, slow lanes simplify circuits. - It is a killer technology for scale-in; the rumblings of which we are just beginning to see. What I still don't buy: that microLEDs have 30m reach. I have not seen a demo yet. This messaging from companies working on microLEDs draws comparison to optics -- which is missing the point. There is room for a good interconnect in the sub-10m range. The post below addresses lots of the nuance that is missing from the dialog on microLEDs for interconnects. Read it here: https://t.co/5DCl9RDTxT