To The Moon

🌟🌟🌟Optoelectronic Integrated Circuits is the new arms race.  This is the frontier where photonics meets silicon.  Lasers replace copper.  Bandwidth scales without melting servers & latency drops to near zero. 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 f

As global data center interconnection demand jumps from 800G to 1.6 T or even 3.2 T, the optical module market size is expected to exceed US $30 billion, and the silicon light penetration rate has soared to more than 50%.

🌟🌟🌟Optoelectronic Integrated Circuits is the new arms race.  This is the frontier where photonics meets silicon.  Lasers replace copper.  Bandwidth scales without melting servers & latency drops to near zero. 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 f

As global data center interconnection demand jumps from 800G to 1.6 T or even 3.2 T, the optical module market size is expected to exceed US $30 billion, and the silicon light penetration rate has soared to more than 50%.