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“optics becomes necessary where bandwidth and distance push beyond copper's practical limits”
@semianalysis_
Optical interconnect ramps as AI cluster distances and bandwidth exceed copper's limits — both technologies win
LITELONG@ $842.21
$724.05-14.03%
since call Jun 20
peak +0.8%
“Copper remains the preferred solution where it can meet reach, power, cost, and reliability requirements”
@semianalysis_
Copper interconnect demand grows with AI cluster scale — it is not being displaced by optics
CRDOLONG@ $268.94
$209.55-22.08%
since call Jun 20
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