This Nvidia-Backed Company Just Entered the $154 Billion AI Photonics Market. Does This Make the $13 Stock a No-Brainer Buy?
Key takeaways
- NVDA NOK As graphics processing unit (GPU) clusters grow larger and more power-hungry, electrical connections are reaching their limits when it comes to speed, heat, and energy use.
- Let s analyze this enormous commercial opportunity and explore what it could mean for Nokia as the Finnish company quietly transitions from yesterday s leader of mobile devices to an AI networking powerhouse.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
NVDA NOK As graphics processing unit (GPU) clusters grow larger and more power-hungry, electrical connections are reaching their limits when it comes to speed, heat, and energy use. In separate announcements, both Goldman Sachs and Nokia (NYSE: NOK) recently flagged photonics as the next critical layer in artificial intelligence (AI) infrastructure. Optical networking, which uses light to move data, offers an alternative path forward.
Let s analyze this enormous commercial opportunity and explore what it could mean for Nokia as the Finnish company quietly transitions from yesterday s leader of mobile devices to an AI networking powerhouse.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »