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AI Trade Broadens Beyond Nvidia as Connectivity Suppliers Surge

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The Story

News Summary

  • Investors are broadening the AI trade beyond GPU accelerators like Nvidia into connectivity suppliers.
  • Astera Labs and Marvell are gaining traction as high-performance AI clusters demand advanced switches, optical links, and custom silicon to eliminate data transfer bottlenecks.
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NVDA price history

218.29 +19.87% over the displayed period

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