BofA Securities analyst Vivek Arya met several optical and networking component vendors at the industry’s flagship Optical Fiber Communications (OFC) conference in San Francisco this week.
This year’s OFC seemed extra relevant due to the increasing importance of optical innovations in enabling higher-speed AI clusters.
Historically, high competition and pricing pressures have hurt the optical industry.
Also Read: Marvell Launches Next-Gen Connectivity to Meet Rising AI…
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https://www.benzinga.com/25/04/44653936/broadcom-and-marvell-poised-for-growth-as-nvidias-cpo-push-faces-delays-analyst-reveals
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