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NBIS revenue surged 454% to $582M with a $37.49B contracted backlog, while ALAB posted its eighth straight EPS beat on 104% revenue growth.
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GPUs are worthless without high-speed interconnects, making cables, switches, and optical modules the AI industry's most critical and most overlooked bottleneck.
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CRDO plunged 42% last month despite delivering 114.7% revenue growth and guiding for over 85% full-year growth in fiscal 2027.
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The interconnect layer beneath AI clusters is the current bottleneck. GPUs are useless if they cannot exchange gradients and tokens at line rate, and the cables, switches, retimers, and optical modules that carry that traffic have become the constraint the industry is racing to relieve. One data point frames the pressure: (NASDAQ:ALAB) said PCIe 6 products already made up more than 50% of its total revenue in Q2, up from one third in Q1, evidence that the connectivity gene...