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Optics is the next big AI bottleneck. This company could be an underrated beneficiary.

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Optics is the next big AI bottleneck. This company could be an underrated beneficiary.

Ak May 4, 2026

Optics is the next big AI bottleneck. This company could be an underrated beneficiary.

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GlobalFoundries recently introduced a new technology to promote the use of co-packaged optics in AI data centers.

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