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Fabrinet is, for me, one of the covert winners of the AI boom. The company doesn’t develop its own chips and rarely steps into the spotlight. However, without specialists like Fabrinet, nothing operates in the AI data centers. As the computing clusters grow larger, more data must flow at maximum speed between thousands of processors. Copper cables are reaching their limits, and the future belongs to light. This is where Fabrinet steps in, producing highly precise optical components for customers like NVIDIA, in large quantities and nearly flawless....
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