Within Opto, the major innovation I see is in photonics for data center applications - converting light signals to electricity and back directly on the server chipset. But it’s not very mainstream as of now. Most of the focus is on compute design as you rightly said.
Great to hear about the AMD RSU’s - you must have made a killing
And sorry for you pushing you on the rationale for Polymatech, but I personally cannot see past the scaminess
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