Switches
topic on 2 shows · 2 statements across 2 episodes
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2 statements about Switches, every show
Baker: Astera Labs cannot be a copper loser because its primary product is a switch
“Astera, their biggest product is going to be a switch. You use both copper and optics to connect switches to accelerators. And so definitionally, if you're a switch company or an accelerator company, you cannot be a copper loser because you're going to be on t…”