Goldman Sachs Says Optical Networking Poised to Drive AI Boom
A new Goldman Sachs note argues that AI’s next growth wave hinges on optical networking, not just faster GPUs. Lument...
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22,893 articlesA new Goldman Sachs note argues that AI’s next growth wave hinges on optical networking, not just faster GPUs. Lument...
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On July 22, AI-driven hardware names moved the dial as SMCI posted a surprising margin beat and a burst of orders. Th...