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Biospheric Exploration Specialist. Trade notes. AI, space, robotics, quantum, photonics. #Quantum

PNW
Joined May 2025
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ONE OF THE LARGEST QUANTUM COMPANIES JUST ENTERED THE AI OPTICS RACE AGAINST LUMENTUM PsiQuantum, the quantum company backed by the DoW, DoC and Nvidia’s venture arm, just unveiled an optical switch built for AI data centers. AI data centers move enormous amounts of data between chips, and the networking between them is becoming a bottleneck. An optical circuit switch routes that data as light instead of converting it to electrical signals and back. PsiQuantum originally built this technology for its quantum computers, which run on light. Its demo switch loses as little as 1 dB of signal and reconfigures in under 3 milliseconds. It’s sending samples to potential customers now, with products coming “in the coming months.” The company to beat is Lumentum and Coherent, which already sells a 300-port optical circuit switch to AI data centers. PsiQuantum’s first demo has 8 ports, so it’s early. But PsiQuantum makes its chips in standard semiconductor fabs through GlobalFoundries, which is the hard part of scaling. Useful quantum computers are still a couple years away, but AI data centers are buying today. Selling the same photonics to AI could bring in revenue long before the quantum machine is finished. $LITE $COHR $XNDU $INFQ
AI is pushing computing infrastructure to its limits. Our photonics can help. Today, PsiQuantum is unveiling its industry-leading Optical Circuit Switch initiative with an 8×8 OCS demo built on the company’s low-loss silicon photonics platform—the same platform we’ve spent nearly a decade developing for quantum computing.
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SphereX retweeted
Quantum computing.
AI is the second to last important technological advance of the human age. We have one more to do after this.
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I think our industry partners rather doubted we would get anywhere near these numbers but PsiQuantum team made this look easy. This chip enables all-optical switching of network traffic without pluggable transceivers, moving mirrors, or amplifiers to compensate for loss. Google are still the only company brave enough to do OCS at any meaningful scale — huge credit to them for slamming free-space optics (!) in a datacenter rack. This photonic chip achieves similar power, throughput, and architectural advantages without moving parts, and in a much smaller package. 64-port strictly non-blocking silicon will go into test this year, 72-port device tapes out soon. All of these chips will run well under 3dB loss thanks to ludicrously good passives (<1mdB splitters and crossings, 1dB/m waveguides) and advanced edge coupling (~5X better than industry). No need to put an amplifier on every fiber. All of this is done using simple millisecond-rate thermal phase shifters, but lurking in the background is the prospect of fast switching with barium titanate — PsiQuantum already builds BTO switches that switch up to 64 ports in a nanosecond, and — somewhat in contrast with TFLN – we can fit a ton of switches on a reticle. This goes far beyond current industry demand but will unlock categorically new architectures for training and inference. We’re excited to make our first serious foray into classical computing hardware and believe this product will make the architectural benefits of optical circuit switching simpler and more accessible to the industry. We also would not be doing this if it were not extremely well-aligned with PsiQuantum’s mission. The OCS chip is strikingly similar to parts that we already make for pump laser distribution in the photonic quantum computer — so similar in fact that it only took a dozen engineers a couple weeks to design the part. We did not modify the photonics process, PDK, or packaging flow to achieve these results. Now, through the process of building hundreds of thousands of these chips for industry, we’re also going to improve the yield, reliability, and supply chain for parts that we need for utility-scale photonic quantum computing. This is a direct realization of the founding thesis of PsiQuantum — that by aligning ourselves with the prevailing wind of the conventional computing industry, fabs, OSATs, CMs etc, we can de-risk and accelerate the hard journey to a useful fault-tolerant quantum computer.
AI is pushing computing infrastructure to its limits. Our photonics can help. Today, PsiQuantum is unveiling its industry-leading Optical Circuit Switch initiative with an 8×8 OCS demo built on the company’s low-loss silicon photonics platform—the same platform we’ve spent nearly a decade developing for quantum computing.
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These are up over 100%. Sold half and i'll let the rest ride a little longer $GRRR
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Closed these out at .75 for 2x Will wait for Fed today before looking to re enter
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PsiQuantum was founded on a simple premise: useful quantum computing requires a million-qubit, fault-tolerant system. We chose photonics for its scaling advantages and spent nearly a decade building an ultra-low-loss silicon photonics platform to make that path possible. That platform is foundational to our path to useful quantum computers. Now, beginning with Optical Circuit Switching, it can help power the next generation of AI infrastructure.
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SphereX retweeted
JUST IN: 🇦🇪🇮🇳 UAE awards Indian pilot Smit Machchhar one of its highest honors for bravery during attempted flydubai terror attack.
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Amazon CEO Andy Jassy on AWS capacity: “26 is obviously at this point sold out, 27 is largely sold out ... a good chunk of 28 is sold out.” Expects shortages of data centers, power and memory to persist beyond 2027.
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Wow @PsiQuantum Nice work!
AI is pushing computing infrastructure to its limits. Our photonics can help. Today, PsiQuantum is unveiling its industry-leading Optical Circuit Switch initiative with an 8×8 OCS demo built on the company’s low-loss silicon photonics platform—the same platform we’ve spent nearly a decade developing for quantum computing.
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I still maintain that $GRRR through $10 with an increase in volume likely gets sporty. 6m shares short, 22% borrow fee, 4.6 dtc. Hopefully we test 10.
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🤔 No idea what this implies but...............................👀 #Quantum @PsiQuantum
Tomorrow we light the beam. 👀 @PsiQuantum
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SBI filed 10.22.26 showing an increase in $GRRR holdings. elixstocks.com/13f/sbi-secur…
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As of 9.30.26 Oppenheimer disclosed an increase in $GRRR holdings. This was submitted 10.26 yesterday. filingexplorer.com/investmen…
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$GRRR Continues to trade in parallel with the AI Infra sector. What matters now is some kind of proof from management that they are building a viable money making operation. $NBIS $CRWV $APLD $CIFR
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Maybe this has already been mentioned. More of the same. This is dated today 10/26 $GRRR brights.id/en/research-and-n…
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Its starting to feel like no news/updates until earnings. Likely mid Nov. $GRRR
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