Last night, news spread that Nvidia's latest servers are significantly affected by heat dissipation issues.
This situation is a positive for Robo, considering the need for liquid cooling and the acceleration of the progress in optical interconnects.
My view is that Nvidia and TSMC will push forward the progress of optical interconnects more quickly. As long as the leading players increase capital expenditure and promote industry trends, then Finisar's growth phase is about to arrive.
Finisar's orders may soon see an explosion.
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