Nvidia and Google have tapped Taiwan’s Innolux to manufacture optical interconnect components as the US giants switch optical-for-copper to speed the flow of data inside AI servers, media report, adding the contract win shows US companies remain committed to de-risking supply chains out of China, as China currently manufactures half the global optics market. $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) #VeraRubin #TPU #semiconductors #AI #optics #Innolux
Source: Dan Nystedt
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