Jun. 24 at 3:27 PM
$GLW light is the new memory. Move over
$SNDK and
$MU. Light will solve the vertical scaling problem that plagues AI datacenters with insane costs and supply chain issues. With light, crappier legacy compute and memory modules can be horizontally scaled to behave like one bigger unit. Corning is the GOAT holder of light and glass related patents. Easily the next
$1T