Optical gear Loading... : Investor Sentiment and Bull/Bear Views

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12:43
Jan 15
Clare Pleydell-Bouverie Co-Head of Global Innovation, Liontrust Asset Management CNBC
Networking is next AI bottleneck.
The next AI infrastructure bottleneck in 2026 will be networking, optical gear, and fiber, because as AI chip clusters scale from about 100,000 to a million chips and data centers are connected together, networking demand scales non-linearly.
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About Optical gear Investor Commentary

Across the available history and selected sources, Buzzberg tracks Optical gear across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Clare Pleydell-Bouverie.