Some things make absolute sense, like the gradual replacement of copper by optics in the backplane of equipment racks. We’re in a climate, however, where some of it is being rushed by one company’s agenda. Worth keeping in mind as one contemplates the very bright opportunity in front of laser suppliers such as Lumentum and Coherent. Lumentum and Nvidia push ‘scale up,’ but is it real? Nvidia’s vision for computing is supercomputers dedicated to AI. A lot rests on the fiber-optic components that Lumentum, Coherent, Broadcom and others make. It could be a big expansion of their market opportunity. Risks include the possibility that the world won’t completely accept Nvidia’s vision for everything. $LITE $COHR $NVDA thetechnologyletter.com

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