$英伟达(NVDA.US)Nvidia aggressively investing in optical modules is basically an AI infra scaling play. As GPU clusters get bigger, copper hits limits — power, heat, latency. Optical interconnect (800G/1.6T) solves bandwidth bottlenecks between racks and data centers.

This isn’t random diversification — it’s vertical stack control. GPUs + networking + optics = tighter ecosystem moat. Bull case: deeper lock-in, higher system ASP. Risk: capex cycle peaks and everyone overbuilds AI capacity.

@Bridge Buzz SG