Silicon Photonics Investment Is Ramping Fast as AI Clusters Outgrow Copper Wiring. 2 AI Stocks Stand to Win.
As AI data centers outgrow copper networking, these two optical technology companies could become major beneficiaries of the industry's shift to silicon photonics.
Overview
Much of the AI conversation centers on chips, but there is a quieter bottleneck forming inside data centers, and it is all about how those chips talk to one another. As artificial intelligence clusters swell to tens and even hundreds of thousands of processors, the humble copper wiring that has connected computers for decades is running out of room.
The fix is silicon photonics, and investment in it is ramping quickly. Two companies look especially well placed to benefit.
Image source: Getty Images.
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Originally published at www.fool.com.
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