The YouTuber recommends Lumentum, citing Nvidia's $2 billion investment for lasers and foundational optical components. This indicates Lumentum's critical role in providing essential optical transmission technology, which is vital for overcoming data transfer bottlenecks in AI data centers and supporting Nvidia's ecosystem.
“But they did not stop there. They put another $2 billion into Lumenum for lasers and foundational optical components.” — ▶ Clip ansehen