20 years? Do you even remember 20 years ago? Silicon photonics is now out of steam my friend, AI is here today, how will those GPU'S all be connected? This is 3 times the speed and is proven in foundries. Nice job Lebby.
In my opinion, Yves will be in and out in 1 year, look at his history, he cuts deals literary in a few months, he is a don't let the grass grow beneath your feet kind of guy. History shows that, period and full stop.
Tick Tock. I say hello NVDA.
Bullish