The 7 AI Bottlenecks
The Stocks That Will Solve Them: MRVL, AVGO, VRT, ETN, CEG, MU, TSM, AMAT, PLTR
1. Photonics: The Speed of Light
The Bottleneck:
Data centers can’t move data fast enough between chips using copper wires. AI training racks now pull 300-600 kilowatts versus 10-25 kilowatts for traditional servers, and electrical signals can’t keep up with the bandwidth demands. The transition from copper to optical (light-based) interconnects is the on…
