AI and Energy Infrastructure, Explained Plainly, The Physical Layer

The Physical Layer

AI and Energy Infrastructure, Explained Plainly

A journal on the physical constraints behind the AI buildout: power, grid connection, data centres, cooling and the supply chains that gate them. Written to be understood by anyone.

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<ul><li>Lumentum makes the tiny lasers that turn data into light, so AI chips can talk to each other across a data centre.</li><li>Those lasers have to be grown on a fragile crystal that only a few factories in the world can work at volume, and demand is running well ahead of supply.</li><li>That is why Nvidia, a chip company, paid $2 billion to make sure Lumentum builds more of them.</li></ul>

Lumentum makes the tiny lasers that turn data into light, so AI chips can talk to each other across a data centre.Those lasers have to be grown on a fragile crystal that only a few factories in the world can work at volume, and demand is running well ahead of supply.That is why Nvidia, a chip company, paid $2 billion to make sure Lumentum builds more of them.

Nvidia paid Lumentum $2 billion for lasers, because silicon cannot make light

External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

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<ul><li>Coherent Corp. is a maker of optical components with a focus on optical connectivity within GPU clusters</li><li>Predicted 20%+ internal rate of return over a 3-year holding period due to secular adoption trends</li><li>Emphasis on addressing interconnect bandwidth wall issue in data centers to improve data movement speed in relation to compute speeds</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Coherent Corp. is a maker of optical components with a focus on optical connectivity within GPU clustersPredicted 20%+ internal rate of return over a 3-year holding period due to secular adoption trendsEmphasis on addressing interconnect bandwidth wall issue in data centers to improve data movement speed in relation to compute speedsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Coherent Corp (COHR) - Monday, Apr 15, 2024

United States

Coherent Corp. designs engineered materials and optoelectronic components. The Company offers products to industrial, optical communications, military, life sciences, semiconductor equipment, and consumer markets. Coherent also manufactures semiconductor lasers and optics for high power industrial lasers, optical communications systems, datacenter connectivity, and 3D sensing.

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Coherent (COHR US)

Nvidia paid Lumentum $2 billion for lasers, because silicon cannot make light

Lumentum makes the tiny lasers that turn data into light, so AI chips can talk to each other across a data centre. Those lasers have to be grown...

The Physical Layer

Coherent Corp (COHR) - Monday, Apr 15, 2024

Emphasis on addressing interconnect bandwidth wall issue in data centers to improve data movement speed in relation to compute speeds

Value Investors Club (VIC)

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