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NVIDIA Rallies as Optics Shortage and VR200 Ramps Boost AI Hardware Sector

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

News Summary

  • Record InP substrate price hikes exceeding 10% are triggering a massive rally across optics and photonics stocks.
  • Driving the move, NVIDIA's VR200 NVL72 AI server ramps remain robust, while institutional filings reveal NVIDIA holds a $3 billion strategic stake in optical supplier Coherent.
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NVDA price history

218.29 +19.87% over the displayed period

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