Jun. 16 at 2:18 PM
NVDA CEO, Jensen Huang has been saying for months where the true AI bottleneck is: We are still very early in this AI buildout phase: Generative AI →Agentic AI →Physical AI These photonics stocks still have long runway for growth:
Test / Measurement
$VIAV +198%
$NOK +128%
$MKSI +123%
$CIEN +88%
Many investors focus only on GPUs, but Jensen Huang has repeatedly pointed out that the real AI bottleneck lies across the broader infrastructure stack. As AI evolves from Generative AI to Agentic AI and eventually Physical AI, networking, optical communications, and test & measurement solutions become increasingly critical.
VIAV, NOK, MKSI, and CIEN are all beneficiaries of AI-driven data traffic growth and network upgrades. They may not get the same attention as NVDA, but they play essential roles in enabling AI at scale. The market narrative is expanding from pure compute to connectivity and validation infrastructure.
The question is: will the next AI leg continue rotating into these infrastructure names, or will capital flow back to core leaders like NVDA? Which name are you most bullish on?
