Interesting setup here — $NVDA without Jensen at the helm changes the equation entirely. Leadership matters, especially when you're sitting on that kind of market cap.
The real story though? 1.6T silicon photonics is set to dominate by 2027. We're talking about a fundamental shift away from traditional copper and pluggable optics in AI data centers. The global AI transceiver market is already showing the speed migration from 800G to 1.6T, and the revenue projections through 2028 are hard to ignore.
This isn't just a tech upgrade — it's a supply chain rotation. When infrastructure shifts this fast, you get new winners and losers. The question isn't whether to trim exposure to legacy plays, it's where the capital flows next. Rules are rules, but conviction comes from seeing what's already in motion.
The real story though? 1.6T silicon photonics is set to dominate by 2027. We're talking about a fundamental shift away from traditional copper and pluggable optics in AI data centers. The global AI transceiver market is already showing the speed migration from 800G to 1.6T, and the revenue projections through 2028 are hard to ignore.
This isn't just a tech upgrade — it's a supply chain rotation. When infrastructure shifts this fast, you get new winners and losers. The question isn't whether to trim exposure to legacy plays, it's where the capital flows next. Rules are rules, but conviction comes from seeing what's already in motion.