Replacing Copper With Light
The next frontier in AI computing.
Optical Interconnects, Photonics, And Data Center Bandwidth
The video below was brought to my attention by Anders Storm, the former CEO of Sivers Semiconductors (SIVEF), which supplies lasers for optical interconnects.
Portfolio Armor Substack subscribers own shares of Sivers at $2.24 per share,
As well as positions in two of the companies mentioned in the video, Coherent (COHR 0.00%↑),
And Lumentum (LITE 0.00%↑),
This video is worth 17 minutes of your time, if you’re interested in learning more about the equipment AI is being built on.