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Nvidia posted phenomenal Q2 results with 106% revenue growth, driven by unrelenting AI demand. Broadcom is anticipated to report strong earnings on Sept 2nd due to its AI chip and networking opportun…
NVIDIA's Rubin architecture reduces HBM content due to persistent memory supply shortages rather than weak demand, spurring demand for optical networking solutions. Meanwhile, memory suppliers Micron…
Lumentum reported 109% revenue growth driven by AI optical demand, raised guidance, and expanded capacity, signaling robust AI infrastructure spending that benefits optical networking and AI hardware…