Companies that master this are the ones who can integrate lasers, modulators, detectors & drivers into a single chip. These are the companies who will own the next decade of AI infrastructure.
This is not a "nice to have". This is survival.
Nvidia $NVIDIA(NVDA)$ is bleeding right now with its share price dropping like a rock to the bottom of the ocean. But in optical communications? Nvidia is not just participating. It is building the future.
Nvidia is investing in optical interconnects for the next gen GPUs. It is pushing toward co packaged optics where photonics sit inside the GPU package. It understands that AI scaling is impossible without optical bandwidth.
It is time to bargain hunt Nvidia as its fundamentals are solid.
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- JackPowell·02-06TOPNvidia's optics move is spot on! Bargain hunting now. [看涨]1Report
- 1PC·02-07 23:02TOPNice Sharing 😁. Time to push out shopping 🛒🛍️ [Chuckle] @JC888 @Barcode @Aqa @DiAngel @Shyon @Shernice軒嬣 20001Report