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Discussion: The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.
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Yeah, the entire AI industry depends on it lol. That's how stupidly absurd it is. Google's TPU program, Microsoft, meta MTAI, Nvidia, all depends on this shtty $700m company.
All AI just recently switched to optical for deployments. And this crap owns 1/3rd and 1/4th of the total supply of two different bottlenecks because they were a monopoly for telecom components.
Those same components are now used for AI.