Optical Networking Stocks
AI is making semiconductor companies more important than ever, driving a systemic repricing in their stocks
An AI chip is only as good as the connections that let it move information. In the AI era, normal computers don’t make the cut anymore. We need supercomputers, and for a system to be truly super, we need many chips working together as one.
In this article, I’ll go over the connectivity of modern data centers and the companies at the leading edge of innovation.
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