China’s hollow-core fiber trial pushes 51.3 Tb/s over 128 miles without signal regeneration — milestone targets AI-era networking bottlenecks

On the hardware side, the researchers built a high-power amplifier using a cascaded dual-gain-unit architecture and a multi-element doping design, achieving a maximum output of 33.5 dBm (roughly 2.24 W) while maintaining…

[Daily Due Diligence] NVDA NVDA

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[Daily Due Diligence] MP MP

[Daily Due Diligence] MP MP Why this is trending HPE AI Factory With NVIDIA Expands for the Era of Agents MP MP is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft action while the tape … Read more

[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending From Materials Simulation to Experimental Astronomy, New NVIDIA AI Software Unlocks Scientific Discoveries NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft action while … Read more

[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending How the UK Is Turning Sovereign AI Ambition Into Action With NVIDIA Technologies NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft action while … Read more

[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending NVIDIA Enables the Next Era Of Physical AI Research With Agent Skills For Autonomous Vehicles, Robotics And Vision AI NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case … Read more

[Daily Due Diligence] MP MP

[Daily Due Diligence] MP MP Why this is trending HPE AI Factory With NVIDIA Expands for the Era of Agents MP MP is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects a constructive skew in the short window … Read more

[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending NVIDIA Enables the Next Era Of Physical AI Research With Agent Skills For Autonomous Vehicles, Robotics And Vision AI NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case … Read more

[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending How the UK Is Turning Sovereign AI Ambition Into Action With NVIDIA Technologies NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft action while … Read more