Why Indium Phosphide Is the Next AI Bottleneck

Lumentum $LITE CEO Michael Hurlston says a bottleneck is developing around indium phosphide production—the critical material for lasers and fiber optics: " As fiber optics become more and more prevalent in the data center, it's creating an ever-tighter noose around the industry, https://t.co/VidMX3pcvN

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