The Market May Be Underestimating This AI Trend, and These Stocks Are Set to Benefit

The rapid expansion of global artificial intelligence (AI) infrastructure is increasingly constrained not by raw compute but by bandwidth, latency, and reliability of the networking interconnects. Hyperscalers are deploying AI clusters with over 100,000 compute nodes (GPUs, accelerators, CPUs) to support large-scale training and inferencing workloads. These clusters require tens of thousands of optical modules to move data efficiently between GPUs, switches, and racks.Image source: Getty Images.With copper-based networking unable to keep pace, hyperscalers are adopting 800-gigabit (800G) optical modules at scale, while 1.6-terabit (1.6T) silicon photonics-based interconnects are already in the advanced qualification and early customer adoption stages. Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool