Applied Optoelectronics: The AI Networking Dark Horse Wall Street Underestimates

Core Insights - The launch of ChatGPT in late 2022 has initiated a competitive surge in generative-AI models, leading to increased demand for computing power, particularly GPUs [1] Industry Summary - The rise of generative-AI models has created an "arms race" for computational resources, significantly boosting the demand for GPUs [1] - Nvidia, a key player in the AI sector, has been highlighted as a beneficiary of this increased demand for GPUs [1]