✅ Why this competition matters — and why I’m optimistic (in part) • Diversified hardware architectures are appearing. The acquisition of Celestial AI by Marvell Technology signals a shift toward optical‐interconnect technology for AI infrastructure — not just traditional GPUs or electrical interconnects. By replacing copper/electrical links with photonic (optical) fabric, you can get far higher bandwidth, lower latency, and materially better power/thermal efficiency at scale.  • Hyperscalers want choices and cost-effective alternatives. For example, Amazon Web Services (AWS) recently unveiled Trainium 3 — their latest in-house AI training chip — and positioned it as a lower-cost alternative to GPU-based solutions (essentially aiming to reduce “Nvidia tax”).  • Long-term architecture flex
✅ Why this competition matters — and why I’m optimistic (in part) • Diversified hardware architectures are appearing. The acquisition of Celestial AI by Marvell Technology signals a shift toward optical‐interconnect technology for AI infrastructure — not just traditional GPUs or electrical interconnects. By replacing copper/electrical links with photonic (optical) fabric, you can get far higher bandwidth, lower latency, and materially better power/thermal efficiency at scale.  • Hyperscalers want choices and cost-effective alternatives. For example, Amazon Web Services (AWS) recently unveiled Trainium 3 — their latest in-house AI training chip — and positioned it as a lower-cost alternative to GPU-based solutions (essentially aiming to reduce “Nvidia tax”).  • Long-term architecture flex
$Intel(INTC)$ Warren Buffett once said that it's wise for investors “to be fearful when others are greedy and to be greedy only when others are fearful.” This statement is somewhat of a contrarian view of stock markets that relates directly to the price of an asset. Golden Reminder ,