[neolefty]

> This chip is not Tesla designing something that is better than everyone else all by themselves. We are not at the liberty to reveal the name of their partner(s), but the astute readers will know exactly who we are talking about when we reference the external SerDes and photonics IP.

Any "astute readers" here who know who the partner would be?

[Melkman]

I'd guess Broadcom.See also https://www.broadcom.com/info/optics/silicon-photonics

[wumpus]

Looks like the tech that Intel has been attempting to get to work and be cost effective for several decades.

[eddanger]

My astute guess is ASML.

[TomVDB]

That astute guess is so out of left field that it needs at least a bit of justification.

To my limited ASML knowledge, ASML is a fab equipment maker, not a silicon IP procider.

[gimmeThaBeet]

Correct, that's a bit of an odd guess. You are definitely working closely with your foundry on something like this, but unless you are building some truly exotic device, I don't think their vendor is getting involved.

Like Melkman says, Broadcom is a good guess. Not only for past rumors, but iirc they also did work with google's TPU (could never figure out if that was actually confirmed?). Interconnect IP like that is definitely in their wheelhouse.