Light Speed for AI: The Top 5 Stocks of the Optoelectronics Cycle
Reading Time: 5 minutes
Dear readers, The biggest bottleneck for AI is now data transmission. Copper cables are reaching their limits in modern data centers – the signal becomes error-prone and the cables generate too much heat. The solution to this problem is optoelectronics. Here, electronic data is converted into light pulses and transmitted over fiber optic connections between servers. The forced transition is channeling billion-dollar orders into a niche market where subsequent companies are thriving. Aixtron: 30% Increase in Orders and Forecast Upgrade Thanks...
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