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@carrioresearch · 2026-10-14 02:35

$NVDA $AMD Ayar Labs CEO Mark Wade, in the OCP release: "the bar is no longer whether it works; it's whether it can be deployed and managed at scale." That's why this demo puts telemetry, transmitter heater activity and eye metrics on screen, the numbers an operations team wants before it signs off on running optics inside the package. NVIDIA and AMD both sit on Ayar's cap table. Checkpoint: which GPU platform names an optical scale-up option first.

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