xAI said to lean on ACC/AEC and copper as Chinese pluggables stay off-limits
jwt0625 · x · 2026-10-21
Citing supply-chain constraints, jwt0625 notes xAI reportedly can't use many Chinese optical pluggables, driving its push behind long-reach ACC and AEC. Fears of further FCC rules may push more players toward CPC and copper interconnects — "the Return of Copper" — or toward US-based pluggable vendors. Context: Musk confirmed Tesla and SpaceX have formed special committees to explore a potential merger, with synergies in SI, chip design, robots and connectivity on the table.
More from Infra
- Next Xbox Reportedly to Cost $1,200-$1,800 in 2028 as AI Devours Memory Supply — aakashgupta · 2026-10-21
- Investor: market underestimates compute demand 1,000x, heading terawatt-scale — inductionheads · 2026-10-21
- TiDB leak report: root-level org takeover bug left unfixed for 4 years, creds in Jira — arpit_bhayani · 2026-10-21
- FireTrident lets 80 coding agents share one repo, clearing Hono's 958 violations in 62s — dinasaur_404 · 2026-10-21
- Packed a16z SF infra event features fal, ElevenLabs, BFL and Krea engineers — venturetwins · 2026-10-21
- Baseten ships DeepSeek v4.1 Flash, Reflection Beam 1.0, Nemotron Super 3.5 VL day-zero with claimed top benchmarks — baseten · 2026-10-21