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AI Hyperconnected Era: Racing to 'Light'?
Since late 2022, when ChatGPT burst onto the scene, AI has unleashed wave after wave of semiconductor supercycle opportunities. From compute (GPUs) and storage to coordination and scheduling (CPUs), the buildout has already minted a string of $1tn market-cap companies.
If there is one remaining pillar of AI infrastructure poised to produce the next $1tn champion, Dolphin Research’s top call is AI-era high-speed interconnects. If compute solves AI’s 'IQ' and storage its 'memory'...+12Deep Research