Jensen Huang: The next generation of AI infrastructure will require a significant amount of optical connectivity, as copper wires can no longer meet the demand.

①NVIDIA CEO Jensen Huang stated that the next generation of artificial intelligence infrastructure will require a significant amount of optical connectivity due to the rapidly growing computational demands; ②Jensen Huang believes that the construction of artificial intelligence infrastructure presents a unique opportunity to reinvest in U.S. manufacturing and supply chains, with the AI industry seeing an increasing demand for various technical workers.

cls.cn10:02

What Signal? Regarding the Semiconductor Industry, Morgan Stanley Raises Target Prices for Multiple Companies!

①Morgan Stanley raised the target prices of semiconductor stocks such as IonQ, Microchip Technology, and GlobalFoundries, expressing optimism about the industry's growth prospects; ②Morgan Stanley emphasized that even though the iShares Semiconductor ETF (SOXX) has risen nearly 57% this year, actual profit drivers can continue to push semiconductor stock prices higher.

cls.cn12:08 · Ratings

Here's Why We Think Astera Labs (NASDAQ:ALAB) Is Well Worth Watching

Simply Wall St01:50

Barclays Maintains Equal-Weight on Astera Labs, Raises Price Target to $200

Benzinga00:02 · Ratings

Analysts Offer Insights on Technology Companies: SolarEdge Technologies (SEDG), Littelfuse (LFUS) and Astera Labs, Inc. (ALAB)

TipRanksMay 7 20:40 · Ratings

Behind NVIDIA's Partnership with Corning: Surge in Optical Connectivity Demand for AI Data Centers on the Horizon

NVIDIA has made three moves this year to secure the optical supply chain—after signing multibillion-dollar contracts with Lumentum and Coherent, it has again partnered with fiber optics giant Corning, whose optical connectivity production capacity in the United States will expand to ten times its current level. Nomura Securities pointed out that this series of strategic deployments confirms the structural demand for fiber interconnects in AI data centers is now fully surging, with Japanese cable giants such as Fujikura and Sumitomo also set to benefit directly.

wallstreetcnMay 7 13:33