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.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- JackPowellΒ·02-06 17:05TOPNvidia's optics move is spot on! Bargain hunting now. [ηζΆ¨]1Report
- 1PCΒ·02-07 23:02TOPNice Sharing π. Time to push out shopping πποΈ [Chuckle] @JC888 @Barcode @Aqa @DiAngel @Shyon @Sherniceθ»ε¬£ 20001Report