Sivers Semiconductors: Asymmetric Photonics Opportunity or Hype?
@AfraSimon:
The more time passes since the AI revolution began, the more winners are emerging. $NVIDIA(NVDA)$ was the big first winner, making hundreds of billions from selling AI GPUs. Lately, the company has been throwing its weight around, investing in its suppliers and technology partners to ensure that the AI industry continues improving. And as we are starting to reach the limits of physics of what electrical signals can achieve, Nvidia has invested billions in the next generation of tech, photonics. Thanks to the company, the global AI industry is currently undergoing a structural transformation that favors speed, energy efficiency, and high-capacity data transmission. At the core of this transformation is the shift from electrical signals to light-bas