First off, welcome Bread and Circuses with the fresh takes.

Here's a link to the the promise of Linear Drive Pluggables.

I think it's an important presentation because it focuses on something Suresh first mentioned to us at the Synopsis presentation and how many companies are chomping at the bit to see it through.

Some highlights

Andy Bectholsheim from Arista stating this is one of the best optics seminars he's ever attended (and he just came from the OFC).

Basically making pluggables compete with CPO by removing the DSP by matching the lamda speed (Serdes) with the optical speeds particularly at 200 lamda and 200g per lane. This creates tremendous power savings and lowest pj/bit which is why everyone is so excited.

https://us02web.zoom.us/rec/play/v2s36VpHXqg7bd_aEjmGMiRwZGqK0PnHbCM3gYJek03JwFBwNrTSEvSL9NBli23t1GJrz_7CSJELMcal.O4Sv7zlHzp_6b-7u?canPlayFromShare=true&from=share_recording_detail&startTime=1679443272000&componentName=rec-play&originRequestUrl=https%3A%2F%2Fus02web.zoom.us%2Frec%2Fshare%2FNXqkvLxVv8Ci_7jVDXVNN85mgbZIPw3L3hWp0C7MbtDa29DscFnDZ2GtkTJ_6NSA.yKCblu0c2BaMvIq0%3FstartTime%3D1679443272000

Another key point is in this blog by Doug O Laughlin who reported this from the Arista presentation by Andy B at the OFC, notice the first slide mentions the interposer specifically and we know who sits on our board.

https://www.fabricatedknowledge.com/p/linear-drive-potentially-huge-share?utm_source=substack&utm_medium=email&utm_content=share