Lightwave Logic Inc (LWLG)

[prototype_101]

2024 ASM slides 13/14. There is NVIDIA written all over it. InfiniBand is 90% NVIDIA. NVIDIA is currently driving future industry hardware choices and all the big guys are in ‘catch up’ mode.

Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”.
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Also note that from Yves presentation on 1/9/25 slide #10 shows Nvidia as a company featured in BOTH the outer circle of Optical Transceiver Suppliers and the inner circle of Silicon Photonics Engines PIC's, it is most likely that Lebby had been focused on working with the companies shown in the outer circle as he had said "working with some of the largest Transceiver companies in the world" where the shift in Business Strategy Yves is more likely to be working with companies in the inner circle

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Nvidia, like other major players in the tech industry, is keenly interested in advancements in optical interconnect technology, especially as it relates to AI and data center operations. Here's a breakdown of how Lightwave Logic's polymers fit into this context:

The Need for Speed and Efficiency:
- The rapid growth of AI and data-intensive applications is driving the demand for faster and more energy-efficient data transmission.
- Optical interconnects are crucial for meeting these demands, and companies like Nvidia are heavily invested in improving this technology.
- Nvidia, like other large tech companies, are dealing with the growing power consumption that comes with the optical portion of their systems.

Lightwave Logic's Polymers:
- Lightwave Logic's electro-optic (EO) polymers offer the potential for higher speeds and lower power consumption compared to traditional materials.
- These polymers are designed to improve the efficiency of optical modulators, which are essential components in optical interconnects.
- ightwave logics technology is being shown to be able to achieve very high data rates, which is something that companies like Nvidia need.

Nvidia's Interest:
- While direct, public statements from Nvidia specifically confirming their intent to implement LWLG's polymers may be limited, it's clear that Nvidia is very interested in the technology that LWLG is producing.
- Information shows that Nvidia is aware of the power consumption problems that optical transceivers are creating in data centers.
- The advancement of the technology that LWLG is producing, is very applicable to solving the problems that Nvidia is facing.
- The industry in general is moving towards the technology that LWLG is producing, and Nvidia is a large player in that industry.

In essence, Nvidia is actively involved in the ecosystem where Lightwave Logic's technology is highly relevant. Therefore, it is reasonable to conclude that Nvidia is interested in the advancements that Lightwave Logic is making.