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2026-07-08 19:22:06

A little (sell-side) bird told me Nvidia NPO laser requirments are "more DCI like".

My view is this means narrower linewidth. Say 0.1-0.3 MHz vs 0.5-1 MHz prior.
To get good density on NPO, Nvidia needs to boost modulation speed. Thus need better extinction ratio.

post-image

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