To The Moon

3.2T and 6.4T solutions are showing up at ECOC 2026. The next AI bottleneck may be shifting from raw compute to connectivity. As AI clusters scale from thousands to hundreds of thousands of GPUs, one problem is becoming increasingly important: How do you move massive amounts of data between those GPUs fast enough — and without burning too much power? That is exactly why optical interconnects are becoming a bigger part of the AI infrastructure story. At ECOC 2026, Coherent showcased a 3.2T OSFP optical module as well as a 6.4T NPO optical engine designed for next-generation AI scale-up and scale-out networks. The direction is becoming clear: 800G → 1.6T → 3.2T And the upgrade is not just about higher headline speeds. The bigger shift is that optics are moving closer to the chip. As GPU dens

BRK.B - Post Warren era. Warren Buffett’s final transition at $Berkshire Hathaway(BRK.B)$ is now complete. On 18 Sep 2026, Berkshire announced that Mr Warren Buffett, aged 96, would step down as chairman of the board with immediate effect and become Chairman Emeritus and retains his director seat. His son, Howard G. Buffett, will succeed him as chairman with Greg Abel as CEO, since assuming the role at the beginning of 2026. Final Handover In his shareholder letter, Buffett acknowledged the inevitability of time, writing that “Father Time always wins,” while also saying that time had been generous enough to let him see Berkshire reach a point where he was more confident than ever about its future. I mean, he has to say something politically posi