NVIDIA shifts to optics, boosting NVL576 adoption in 2027, benefiting SMTC and MRVL
zephyr_z9 · x · 2026-08-12
Analyst notes NVIDIA's content shift from memories to optics, leading to higher adoption of NVL576 in 2027. This transition is expected to benefit OEMs, particularly SMTC and MRVL.
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