Feb. 6 at 6:26 PM
$ALAB there recent purchase of photonics is second to none. Copper is critical but photonics allow compute to travel using light. There end 2 end rack scale solutions are beneficial to all the capex spending coming there way. AI can’t travel at fast speeds without players like
$ALAB &
$ANET Lookingi the COSMOS & OpenBMC demo at OCP 2025. Understand when you talk AI picks & shovels this is a leader in that industry.
CEO recently talked about the coming pivot from copper to light transfer solutions, ALAB is just getting started!