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NVDA & AVGO Face AI Bottleneck: Critical InP Shortage Looms

24/7 Wall St. Read original source (opens in a new tab)
The Story

News Summary

  • Lumentum CEO warns of a severe Indium Phosphide (InP) shortage, a critical material for AI data centers, which NVDA and AVGO rely on for connectivity.
  • Despite massive demand and sold-out components, Lumentum and Coherent stocks have strangely sold off.
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AVGO price history

361.99 -3.69% over the displayed period

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