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AI Trade Broadens Beyond Nvidia as Connectivity Stocks Surge

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • Investors are expanding the AI trade beyond pure accelerator chips like Nvidia to connectivity suppliers like Astera Labs and Marvell.
  • As AI clusters expand, demand surges for retimers, switches, and optical interconnects to eliminate processing bottlenecks across data center architectures.
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NVDA price history

218.29 +19.87% over the displayed period

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