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$NVDA Announces Optical Scale-Up for the Next Feynman Supercomputer For the first time, $NVDA will use laser-based CPO technology to connect chips within a rack $LITE $COHR $AAOI $TSEM

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Daniel Romero

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18,257 görüntüleme • 3 ay önce •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
13:59

$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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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
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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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Lumentum CEO just confirmed at MS TMT: NVIDIA saw the scarcity of indium phosphide supply and locked it up. Agreements with both Lumentum AND Coherent the two major InP suppliers globally. The optical interconnect bottleneck play hiding in plain sight. $LITE $COHR $NVDA
0:49

Lumentum CEO just confirmed at MS TMT: NVIDIA saw the scarcity of indium phosphide supply and locked it up. Agreements with both Lumentum AND Coherent the two major InP suppliers globally. The optical interconnect bottleneck play hiding in plain sight. $LITE $COHR $NVDA

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NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: "We need many many TRILLIONS OF DOLLARS OF CAPACITY...We work with EVERY MEMORY VENDOR, BECAUSE WE USE SO MUCH MEMORY. We are going to work with every connector vendor, EVERY SINGLE SILICON PHOTONICS COMPANY." $AAOI $COHR $LITE $CIEN $FN $MU $SNDK $EWY
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NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: "We need many many TRILLIONS OF DOLLARS OF CAPACITY...We work with EVERY MEMORY VENDOR, BECAUSE WE USE SO MUCH MEMORY. We are going to work with every connector vendor, EVERY SINGLE SILICON PHOTONICS COMPANY." $AAOI $COHR $LITE $CIEN $FN $MU $SNDK $EWY

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Nvidia is renting their own chips back from Coreweave. It's not the first time and apparently they've been doing it for years. #AiMania $NVDA $CRWV
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Nvidia is renting their own chips back from Coreweave. It's not the first time and apparently they've been doing it for years. #AiMania $NVDA $CRWV

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$NVDA CEO Jensen Huang revealed the Five Layer AI Model These 5 layers include: 1) Chips - $AMD $AVGO $NVDA 2) Memory - $MU $SNDK $DRAM 3) Photonics - $AAOI $AXTI $AEHR 4) Compute - $CIFR $IREN $NBIS 5) Energy - $BE $FLNC $TE
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$NVDA CEO Jensen Huang revealed the Five Layer AI Model These 5 layers include: 1) Chips - $AMD $AVGO $NVDA 2) Memory - $MU $SNDK $DRAM 3) Photonics - $AAOI $AXTI $AEHR 4) Compute - $CIFR $IREN $NBIS 5) Energy - $BE $FLNC $TE

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“For the very first time, because of generative AI, computer technology is going to impact literally every single industry and every single country," - Nvidia CEO Jensen Huang, $NVDA
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“For the very first time, because of generative AI, computer technology is going to impact literally every single industry and every single country," - Nvidia CEO Jensen Huang, $NVDA

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“WE’LL HAVE A DEEP PARTNERSHIP WITH $NVDA FOR A LONG TIME,” SAYS $AMZN CEO ANDY JASSY But with inference demand exploding -- Amazon is doubling down on custom training chips to power the next wave of AI.
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“WE’LL HAVE A DEEP PARTNERSHIP WITH $NVDA FOR A LONG TIME,” SAYS $AMZN CEO ANDY JASSY But with inference demand exploding -- Amazon is doubling down on custom training chips to power the next wave of AI.

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🚨Breaking: Anthropic’s Dario jus said AI Compute and Datacenter Capex will 10X 📈 I will still do a diversified AI ETF 👇 1 $MRVL $67B Optical Switch/Chips 2 $TSM $1.6T Fabless capacity 3 $BABA $210B China AI 4 $COHR $57B Optical Transceivers 5 $LITE $40B Optical Transceivers 6 $CRDO $19B Optical /AIBConnect 7 $DRAM NA Memory ETF 8 $AAOI $10B Optical Transceivers 9 $DRGN China AI ETF 10 $CRWV $53B Hyperscaler 11 $AVGO $1.7T ASIC Chips 12 $AXTI $3.5B Optical Materials 13 $NBIS $25B Neocloud 14 $ALAB $0.7B AI Interconnect 15 $NET $58B EDGE AI
1:15

🚨Breaking: Anthropic’s Dario jus said AI Compute and Datacenter Capex will 10X 📈 I will still do a diversified AI ETF 👇 1 $MRVL $67B Optical Switch/Chips 2 $TSM $1.6T Fabless capacity 3 $BABA $210B China AI 4 $COHR $57B Optical Transceivers 5 $LITE $40B Optical Transceivers 6 $CRDO $19B Optical /AIBConnect 7 $DRAM NA Memory ETF 8 $AAOI $10B Optical Transceivers 9 $DRGN China AI ETF 10 $CRWV $53B Hyperscaler 11 $AVGO $1.7T ASIC Chips 12 $AXTI $3.5B Optical Materials 13 $NBIS $25B Neocloud 14 $ALAB $0.7B AI Interconnect 15 $NET $58B EDGE AI

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Ayar Labs and Wiwynn are partnering to bring CPO to rack-scale AI systems that support next-generation hyperscale AI workloads. By combining Ayar Labs’ CPO solution with Wiwynn’s rack-level system design and manufacturing capabilities, the two companies are enabling a new class of rack-scale AI infrastructure.
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Ayar Labs and Wiwynn are partnering to bring CPO to rack-scale AI systems that support next-generation hyperscale AI workloads. By combining Ayar Labs’ CPO solution with Wiwynn’s rack-level system design and manufacturing capabilities, the two companies are enabling a new class of rack-scale AI infrastructure.

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$NVDA Nvidia is getting ready for a +50% bounce that will erase half of its losses since the top. Here's exactly how to time your buys to make sure you don't miss this opportunity. Extremely important video for $NVDA shareholders.
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$NVDA CEO: “Inference demand will go up by a billion times.” We are just in the very early innings. Compute demand will likely grow by another 10x over the next decade and current TAM projections for GPU/CPU will look too conservative in hindsight. $AMD $NVDA $INTC $ARM
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$NVDA CEO: “Inference demand will go up by a billion times.” We are just in the very early innings. Compute demand will likely grow by another 10x over the next decade and current TAM projections for GPU/CPU will look too conservative in hindsight. $AMD $NVDA $INTC $ARM

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$NVDA hodlers to Trump after he banned selling the H20 chips to China
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The transition from server-scale to a rack-scale AI systems company is key as to why Nvidia $NVDA has further room to run. In the clip below, I also describe the opportunity that Nvidia is poised to capture that will be as large as the AI hardware opportunity. Maggie Lake

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🚨 TRUMP CALLING OUT $NVDA 🚨 He’s calling $NVDA “Most powerful AI chips company” And still you’re not buying $NVDA ?🤔

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$NVDA is a great company and will continue to head higher in the future to $261 per share. However, I do expect BIG red days ahead. Now is NOT the time to buy huge. Scale in VERY slowly instead. Here's exactly what to do, and when to buy $NVDA moving forward.

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