### @ALAB — Confirmed — from the earnings calls
Yeah, so we see it differently — silicon dollar content climbing past $1,000 per accelerator as racks shift from retimers to full AI fabric. PCIe Gen 6, 800G and 1.6T Ethernet driving that. Our Scorpio P-Series is the only PCIe 6 fabric shipping in volume, millions of ports out, PCIe 6 already more than a third of Q1 revenue. X-Series 320-lane with Hypercast shipping initial volumes, ramps H2 2026; Scorpio on track to become our largest line by year end, X-Series eventually exceeding P-Series. We intercept the fabric ramp; what the economics look like at scale remains to be seen.
- tier: Confirmed (✓)
- source: ALAB / From retimers to AI fabric
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-alab-src-alab-scorpio-silicon-content-conversation
- posted: 2026-07-15T08:51:54.579Z