这些英伟达的“靠山”，赚翻了

Group 1 - Nvidia is a leading player in the AI wave, dominating the market with its GPU architecture and CUDA ecosystem, which are crucial for AI training and inference [1] - The rise of Nvidia is not an isolated event; it is part of a complex ecosystem involving wafer manufacturing, advanced packaging, storage bandwidth, network interconnects, power and cooling, materials, and equipment [1] - The AI infrastructure competition has shifted from a focus on computing power to overcoming connectivity bottlenecks, highlighting the importance of interconnect technologies [8] Group 2 - Credo, a lesser-known company, has seen its stock price surge due to its active electrical cables (AEC) that are essential for connecting GPUs in large AI data centers [2][4] - Credo holds an 88% market share in the AEC market, with revenues expected to double again by 2026, reaching nearly $1 billion [4] - The demand for optical fibers is increasing as they offer superior speed and energy efficiency compared to copper cables, with Corning emerging as a key player in this market [5][7] Group 3 - Lumentum is transitioning from a telecom supplier to a core enabler for AI data centers, with significant revenue growth driven by strong demand for optical devices [11][13] - Coherent is also innovating in the optical transceiver space, with a focus on high-speed devices that are essential for AI and machine learning applications [15] - SiTime specializes in precision clocks that are critical for synchronizing AI servers and networks, experiencing substantial revenue growth due to increased demand from data center clients [19][21] Group 4 - The supply chain supporting Nvidia's empire is both powerful and fragile, characterized by high technical barriers and single-point dependencies [27][28] - Companies like Corning, SiTime, and Nittobo are crucial for the reliability of AI systems, with their products being essential for maintaining system performance under extreme conditions [26][25] - The future of these companies is uncertain, as they face potential demand fluctuations and the risk of supply chain disruptions [27][28]