Credo + Dust Photonics, XPO, Nuvacore

Austin and Vik discuss Credo's acquisition of Dust Photonics, XPO as the new standard for scale-out (maybe instead of CPO?) and some thoughts about Nuvacore entering the CPU scene for agentic AI.

Gavin Baker's tweet: x.com/GavinSBaker/status/2044410644301046031?s…

Vik's Substack: viksnewsletter.com
Austin's Substack: chipstrat.com

Chapters

00:00 Introduction to the Semiconductor Landscape
02:49 The Rise of Nuvacore and CPU Innovations
05:27 The Demand for CPUs in the AI Era
07:59 Photonics: The Next Frontier in Semiconductors
10:26 Credo's Acquisition of Dust Photonics
13:12 Vertical Integration in Semiconductor Companies
15:15 The Future of Copper and Optical Technologies
20:28 The Evolution of AI Training Models
25:28 Innovations in Optical Interconnects
31:10 The Future of Data Center Connectivity
36:56 Strategic Implications in the Optical Ecosystem