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Today we break down why photonics and optical networking are emerging as the next critical bottleneck - and massive market opportunity - in the AI data center build-out.Melvin explains how transmitting data with light through glass fiber instead of traditional copper wiring dramatically reduces power consumption and heat across massive GPU clusters, and how hyperscalers' multi-trillion-dollar CapEx plans are driving this shift. We also analyze top stock plays in the sector, including Applied Optoelectronics (AAOI) and Marvell Technology (MRVL), as potential runners for the next phase of the AI infrastructure boom.
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