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AI scaling is hitting physical copper wiring limits, sparking rapid demand for optical transceivers and silicon photonics. Because each Nvidia GPU requires multiple optical transceivers, the surging …
Trump administration plans to restrict Chinese optical transceiver imports, boosting Lumentum (LITE) as an AI data center supplier alternative. Stock is up 131% YTD, tied to Nvidia infrastructure dem…
Reuters reported a potential Trump administration ban on U.S. imports of new Chinese optical transceivers, hammering China's optical module makers like Zhongji Innolight, though analysts view it as a…