$Applied Optoelectronics(AAOI.US)- The AI bottleneck

A bottleneck is described as the part which controls or restricts the flow of something. Own that and you control the stream.

Now it has become clear with the roadmap and future itineration of the AI hardware with particular reference to Nvidia and the Vera Rubin product line onwards, that silicon photonics and optics are essential for the AI clusters to talk to each other and co packaged optics are the way forward, everyone are piling into optics names such as Lite and Cohr etc.

What I like about AAOI is this - It is vertically stacked and produce everything in house. Which means it does not to depend on other supply chains and it has already started expanding productions at its Sugar Land facility.

The faster it can scale production, the faster revenue grows. And we know demand is skyrocketing.

And to add to that, it keeps most production within US.

The sky is the limit for this one.

$1000 by 2027.

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@Bridge Buzz SG