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Message: 800G Transceiver Sales

 

From the office: 

In pre-Chat GPT 2022, data centers were buying fewer than one million 800G Transceivers for connecting racks and AI clusters per year. Now the industry is at a 15-20 million unit run rate, noted Loi Nguyen, PhD, SVP of cloud optics at Marvell Technology holding the mic at an exec panel with Broadcom, AMD, Global Foundries and others.

 

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