Optical Networking Boom, Cisco's AI Strategy, and NVIDIA's $500B Datacenter Finances
BenBajarin · x · 2026-08-20
This podcast episode explores the rise of optical networking in AI infrastructure, analyzing earnings from Lumentum and Coherent alongside wafer yield dynamics. It decodes architectural differences between LPO, NPO, and CPO. The discussion also covers Cisco's AI strategy, Anthropic's security audit tactics, and the impact of Applied Materials' earnings and Intel's CapEx on the semiconductor supply chain.
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