AI’s $2 Billion Surprise Is Mostly Fiber. Three Japanese Stocks Own the Bottleneck.
中文摘要
AI 投资正从处理器转向光链路，日本电缆制造商在这一瓶颈市场中占据关键地位。
English Summary
AI investment is shifting from processors to optical links, positioning Japanese cable makers as key players in this multi-billion dollar bottleneck market.
Original Excerpt
The AI trade is moving from processors to the optical links between them — and Japan’s cable makers offer three very different ways to… Continue reading on Medium »