copper literally cannot handle 10,000-GPU clusters. optical modules are not optional, they're the only solution. $26B market this year, EML supply fully booked. this isn't a hype trade, it's infrastructure 💪
Eastern Company
EML----
What's on your mind?
copper literally cannot handle 10,000-GPU clusters. optical modules are not optional, they're the only solution. $26B market this year, EML supply fully booked. this isn't a hype trade, it's infrastructure 💪