Orders
Commemorative$NVIDIA(NVDA.US) Nvidia's aggressive investment in optical modules is essentially a play on scaling AI infrastructure. As GPU clusters grow larger, copper hits its limits in terms of power, heat, and latency. Optical interconnects (800G/1.6T) solve the bandwidth bottlenecks between racks and data centers.
This isn't random diversification—it's about vertical stack control. GPUs + networking + optics = a tighter ecosystem moat. Bull case: deeper lock-in and higher system ASPs. Risk: the capex cycle peaks and everyone overbuilds AI capacity.
@Bridge Buzz SG
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