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X @Avi Chawla
Avi Chawla· 2025-06-11 06:30
If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs.Avi Chawla (@_avichawla):A great tool to estimate how much VRAM your LLMs actually need.Alter the hardware config, quantization, etc., and get to know about:- Generation speed (tokens/sec)- Precise memory allocation- System throughput, etc.No more VRAM guessing! https://t.co/lZbIink12f ...
Credo Technology Group (CRDO) 2025 Conference Transcript
2025-06-10 18:20
Credo Technology Group (CRDO) 2025 Conference June 10, 2025 01:20 PM ET Speaker0 Joining us at the Mizuho Tech Conference. I'm Vijay Rakesh, senior semis analyst for Mizuho. And joining me today is Bill Brennan, CEO of Crudo Semiconductor. Bill, welcome. Thank you for joining us, and I appreciate the So for more than twenty five years, Bill has been leading and scaling organizations to deliver steady revenue growth and profit. Bill joined Crudo in 2013, leading the company to his IPO in January 2022. He has ...
X @Elon Musk
Elon Musk· 2025-06-08 14:31
RT Starlink (@Starlink)High-speed internet on any adventure, enabled by Starlink 🛰️⛰️ ...
Credo Technology (CRDO) - 2025 Q4 - Earnings Call Transcript
2025-06-02 22:02
Credo Technology Group (CRDO) Q4 2025 Earnings Call June 02, 2025 05:00 PM ET Company Participants Dan O'Neil - Vice President-Corporate Development & Investor RelationsBill Brennan - President, CEO & ChairDan Fleming - Chief Financial OfficerVivek Arya - Managing DirectorTore Svanberg - Managing DirectorThomas O'Malley - Director - Equity ResearchVijay Rakesh - Managing DirectorKarl Ackerman - Managing Director - Equity ResearchJoshua Buchalter - Director - Equity Research Conference Call Participants Quin ...
PLP EXPANDS EUROPEAN OPERATIONS WITH NEW FACILITY IN POLAND AND MAJOR UPGRADE IN SPAIN
Prnewswire· 2025-05-22 12:00
PLP has officially begun construction on a new multi-purpose facility in Wieprz, Żywiec County, Poland, which will replace the company's current operations in nearby Bielsko-Biała. The new facility will significantly increase manufacturing capabilities while integrating modern spaces for engineering, operations, and sales support. Once completed in 2026, the site will become a key European hub for several of PLP's core product lines and services. "At PLP Poland, we're not just building a new facility, we're ...
0511早知道
2025-05-12 01:48
财联社早知道 【财联社早知道】英伟达开源多个代码推理大模型,机构称 Al大模型加速高速光模块的发展,这家公司已成功推出 800G/1.6T光模块产品;松延动力发布新一代女性仿生机器 2025.05.11 16:39 星期日 点评:近年来,由于Al大模型的训练和推理应用需要海量并行数据计算,对网络带宽提出更大的需求,这些因素加速推进了高速 光模块的发展和应用。国盛证券发布研报称,光模块行业进入技术选代与需求重构期。800G仍是主流产品,1.6T届产周期长于 预期, CPO短期难替代可插拔方案, 无源器件市场正迎价值重估。产业链升级节奏回归2-3年迭代规律, 二级市场需理性看待技 术演进与业绩兑现。同时,无源器件细分领域高弹性机会值得关注。 公司方面, 仕佳光子的CWDMAWG和LANWDMAWG组件已广泛应用于全球主流光模块企业,在100G至800G高速光模块的器 件供应中占据主要地位,400G,800G和1.6TMT-FA产品部分得到批量应用,部分处于客户验证和推广阶段。新易盛已成功推出 业界最新的基于单波200G光器件的800G/1.6T光摸块产品,高速光模块产品组合涵盖VCSEL/EML、硅光、薄膜磷酸锂 ...
Gogo confirms PMA for Gogo Galileo FDX, facilitating STC generation for super-midsize and larger aircraft.
Globenewswire· 2025-05-07 12:38
Gogo dealer network is pushing ahead with Supplemental Type Certificate (STC) generation. Gogo Galileo FDX receives PMA from FAA ESA supports multiple passengers using multiple devices simultaneously Gogo Galileo FDX ESA Gogo confirms Gogo Galileo FDX receives PMA from FAA Boulder, CO., May 07, 2025 (GLOBE NEWSWIRE) -- Gogo (NASDAQ: GOGO) has received PMA (Parts Manufacturer Approval) from the Federal Aviation Administration (FAA) for its Gogo Galileo FDX antenna. With PMA confirmed, the global Gogo ...
Cherry Hill Mortgage Investment (CHMI) - 2025 Q1 - Earnings Call Transcript
2025-05-06 22:02
Cherry Hill Mortgage Investment Corporation (CHMI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Garrett Edson - Managing DirectorJay Lown - President and CEOJulian Evans - Chief Investment OfficerMichael Hutchby - Chief Financial OfficerRandy Binner - Managing DirectorJason Stewart - Director - Mortgage FinanceMikhail Goberman - VP - Equity ResearchRaymond Slater - Senior VP & MSR Portfolio Manager Operator Good day, and welcome to the Cherry Hill Mortgage Investment Corporation First ...
Arista Networks: Buy The Dip, Fundamentals Remain Strong
Seeking Alpha· 2025-04-29 10:49
Arista Networks (NYSE: ANET ) is the world leader in high-speed networking connectivity via its portfolio of switches targeting data centers and AI workloads. Its strengths come from having developed a highly efficient operating system that is perfectlyHello readers! Passionate about technology, my focus will be on finding and analyzing companies that can play a relevant role in today's geopolitics, leverage their IP, and eventually, with time, become new leaders. Therefore, the investment style will corres ...
MaxLinear(MXL) - 2025 Q1 - Earnings Call Transcript
2025-04-24 01:52
MaxLinear, Inc. (NASDAQ:MXL) Q1 2025 Earnings Conference Call April 23, 2025 4:30 PM ET Company Participants Leslie Green – Investor Relations Kishore Seendripu – Chief Executive Officer Steve Litchfield – Chief Financial Officer and Chief Corporate Strategy Officer Conference Call Participants Christopher Rolland – Susquehanna International Group David Williams – the Benchmark Company Jeremy Kwan – Stifel Quinn Bolton – Needham & Company Ananda Baruah – Loop Capital Markets Richard Shannon – Craig-Hallum S ...