Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers

Stranded Indium-Phosphide

Irrational Analysis · Aeva · NVIDIA · Same publication

[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast

Irrational Analysis · Ring modulator · Cerebras · Same publication

Hot Chips 2026: Irrational Recap

Irrational Analysis · Cerebras · NVIDIA · Same publication

Sam Altman: Intelligence Got 100x Cheaper in 2 Years. His Next Bet Is $5 Trillion

The AI Corner · Cerebras · NVIDIA

Zuck is back in the game with new frontier model

superhuman.ai · Cerebras · NVIDIA

Aschenbrenner and Baker’s Q2 2026 13F: What Was a Decision and What Was Drift

PhotonCap · Cerebras · NVIDIA

Cerebras's Next Generation CS-4: Fast Just Got Faster

SemiAnalysis · Cerebras · NVIDIA

🎙️The Race to Build the Next Trillion-Dollar AI Chip Company

Chipstrat · Cerebras · NVIDIA