Quick Read – As clusters scale to hundreds of thousands of GPUs, interconnect speed is becoming AI’s critical bottleneck, not processor power. – Astera Labs grew revenue 93% year-over-year to $308 million, while Coherent’s AI optical backlog extends well into 2028. – Jensen…
ang confirmed optics become essential at scale, driving Nvidia to expand aggressively into photonics through investments and partnerships. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marvell Technology didn’t make the cut. Grab the names FREE today
Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough to keep them working.
As AI clusters grow from thousands to hundreds of thousands of GPUs, the network connecting them is becoming just as valuable as the processors themselves. For investors, that shifts attention beyond Nvidia (NASDAQ:NVDA) and toward the companies building AI’s digital highways. AI Needs Better Roads, Not Just Faster Cars Intel (NASDAQ:INTC) CEO Lip-Bu Tan said on the No Priors podcast that the best investment opportunities lie where technology runs into a bottleneck.