Citrini
· Citrini Research
· March 12, 2026 at 12:30
· ⏱ 4 min read
| Read on Substack ↗
Summary
The article revisits the investment theme of optics and AI connectivity, likely exploring the companies and technologies that enable the high-speed data transfer required for artificial intelligence applications.
•The central theme is the intersection of optics, connectivity, and artificial intelligence.
•This is a follow-up or revisit of a previously discussed topic.
•The analysis likely focuses on the infrastructure layer supporting AI growth.