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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 görüntüleme • 6 ay önce •via X (Twitter)

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