Open AI's GPT-4, released in March 2023, represented a significant leap forward in AI language models and was highly anticipated by many in the field. Once out, there was great interest and innumerable people trying it out. With its release came projections on uptake, and industries that could make use of it. Rather quickly, other chatbots were announced by other companies, staying relatively quiet previously as they developed, hoping to get a piece of the pie. We know about the AI frenzy that has been increasing since Open AI's release and with other chatbot software and other software supporting AI coming out it has seemed like things will never be the same.
Data centers have been buying up Nvidia's GPUs like crazy and the share price has followed. Nvidia's sales in the first quarter was up 400% from one year ago and the share price even more than that as projections on future needs continue to be raised. Nvidia has that very nice model of doing the designs and delegating manufacturing chips to TSMC. This how Nvidia can feed the beast so to speak. AMD is also participating but not to the same degree.
Data centers are preparing for a run on data and doing so aggressively. The first step is to beef up servers to handle the computations necessary to allow AI software to go back and forth between data center and the user. You don't put all that money into computing without looking at what is needed to transmit the data. They want to prevent bottlenecks as that is how you can lose customers. Upgrades to transceivers will become increasing necessary as data centers try and stay ahead of demand. They want the best transceivers to handle increasing amounts of data and will go with the best available whenever possible. When LWLG gets linked to this need for data transmission in an AI world, it too will face an intense tailwind. This will only happen with news of finished product and hopefully the Tier-1 customers Michael Lebby has talked about. Multiple foundries working with LWLG would aid the supply concerns that data centers have as there is a lot on the line for their business in this environment.
