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The creator discusses the growing importance of the photonics industry within the AI value chain, highlight...

Alice Cee's profile
Alice CeeNew
Mar 25, 2026

The creator discusses the growing importance of the photonics industry within the AI value chain, highlighting a shift toward fiber optic cables over copper for data infrastructure and noting recent investments by Nvidia in Lumentum and Coherent.

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COHRNeutralLow ConvictionSignal-backedSecondary

Mentioned as a company receiving investment from Nvidia to secure fiber optic supply.

LITENeutralLow ConvictionSignal-backedSecondary

Mentioned as a company receiving investment from Nvidia to secure fiber optic supply.

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