Mentioned as a company receiving investment from Nvidia to secure fiber optic supply.
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The creator discusses the growing importance of the photonics industry within the AI value chain, highlight...

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