MARTIN SHKRELI SAYS NEW PHOTONIC CHIPS COULD RUN CIRCLES AROUND NVIDIA

What happened: On an All-In podcast episode released October 12, 2026, Martin Shkreli named three private startups, Neurofos, Opticore and Lumi, building photonic matmul chips, and said their designs would run circles around what Nvidia does. Key numbers: Nvidia shares fell 6.39% over the past week. Why it matters: Shkreli noted optical chips handle nonlinearity and memory poorly, and Nvidia is already shipping optics in its own roadmap and competing through CUDA. The startups are private, with no disclosed financials to evaluate.

On an All-In podcast episode released October 12, 2026, Martin Shkreli named three private startups, Neurofos, Opticore and Lumi, building photonic matmul chips, and said their designs would run circles around what Nvidia does.

Shkreli noted optical chips handle nonlinearity and memory poorly, and Nvidia is already shipping optics in its own roadmap and competing through CUDA. The startups are private, with no disclosed financials to evaluate.