Applied Optoelectronics: The AI Networking Dark Horse Wall Street Underestimates

Since ChatGPT’s debut in late 2022, the ensuing rise of frontier generative-AI models has unleashed an arms race for compute. This has turbocharged demand for GPUs, as evidenced by AI darling Nvidia’s (Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seekin ...