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Memory, chips, and power aren't AI's biggest bottlenecks. It's copper. So Nvidia invested $4B in this instead. In this video, I break down photonics. The problem, the solution, the stocks and why this could be the NEXT quantum. $AAOI $COHR $LITE $TSEM $AXTI

Michael Sikand

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187,683 Aufrufe • vor 6 Monaten •via X (Twitter)

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$NVDA just made a MASSIVE $4B bet on photonics. So I asked their SVP of Networking, Gilad Shainer, to give away Nvidia's entire optical roadmap to retail investors. From scale across to scale up with CPO, this is THE photonics interview to watch. $AAOI $TSEM $LITE $COHR $CIEN

$NVDA just made a MASSIVE $4B bet on photonics. So I asked their SVP of Networking, Gilad Shainer, to give away Nvidia's entire optical roadmap to retail investors. From scale across to scale up with CPO, this is THE photonics interview to watch. $AAOI $TSEM $LITE $COHR $CIEN

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