Martin Shkreli says photonic chips could run circles around Nvidia
On the All‑In podcast released Oct. 12, 2026, former hedge‑fund manager Martin Shkreli named three private startups—Neurofos, Opticore and Lumi—as potential challengers to Nvidia’s AI‑chip dominance. He said their photonic matrix‑multiplication cores would “run circles around what Nvidia does,” while noting that nonlinear operations and memory still rely on electronics. Shkreli added he is…
Key points
- Shkreli cites Neurofos, Opticore and Lumi as photonic chip startups that could outpace Nvidia.
- Nvidia Q2 FY2027 revenue hit $96.22 billion, up 105.8% YoY, with $89.02 billion from Data Center.
- Nvidia is adding optics via Spectrum‑6 switches and partnerships with Marvell, Coherent, Corning and Lumentum.
Nvidia reported Q2 FY2027 revenue of $96.22 billion, a 105.8% year‑over‑year rise, with Data Center revenue of $89.02 billion and Data Center Networking revenue of $40.313 billion. The company is also integrating optics, shipping Spectrum‑6 switches and partnering with Marvell, Coherent, Corning and Lumentum on silicon‑photonic components. Shkreli’s comments come as Nvidia shares fell 6.39% over the past week, while the stock sits at a $5.17 trillion market cap and is guided to $108.0 billion ±2% revenue for Q3.
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Martin Shkreli Says New Photonic Chips Could Run Circles Around Nvidia
247wallst.com · 16 October 2026
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