← SerenityNVDA CEO highlights Silicon Photonics with memory, implying massive supply needs; bullish
NVDA CEO highlights Silicon Photonics with memory, implying massive supply needs; bullish for SiPh supply chain.
“On top: $NVDA CEO also called out Silicon Photonics (optical networking) with memory.
Stating that Nvidia would require “supply volumes beyond imagination”.
What a bullish read through on the SiPH supply chain from $SIVE (now upstream Nvidia ecosystem) to $SOI https://t.co/m6jub4nfzx”
Original post：X / @aleabitoreddit ↗Related stocks
Identified as upstream in the Nvidia ecosystem for SiPh, benefiting from the projected massive supply volumes.
Trade ↗Mentioned as part of the SiPh supply chain, likely to gain from increased demand.
Trade ↗CEO calls out silicon photonics with memory and states Nvidia will require 'supply volumes beyond imagination', indicating strong demand.
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