Extraordinary Start of the Year! Addressing Key Debate in Optics, INTC, Memory and Semicap, OpenAI's New Training Cluster and APP Traffic

What a way to kick of the year! Not only did the market experience drastic moves, but also as you probably already know, Funda AI had an overwhelming week. We published a couple of our most-read reports in history gathering great market interest, as acknowledged by our dear friend Gavin Baker, the best Semi research house SemiAnalysis and a few widely-followed sellside fellows among others. We are truly grateful to all your support, and will strive to continue producing insightful research and developing the next-gen AI research OS. On the latter, we do apologize for some technical issues during your exploration of our AI platform after subscribing, and we have managed to fixed them. Please contact us if you still have issue logging in the AI platform. Stayed tune for more!

This week’s reports

Addressing the debate on Google’s in-rack swtich tray and LITE - This is the most read report in our history,and it’s the latest update to our coverage series of Google’s optics strategy since 2024. Market has been concrened with Google’s new in-track switch tray design could dampen demand for OCS, and therefore negative for LITE. We detailed the network architecture and explained where market misunderstanding was.