{"version":1,"type":"story","url":"https://digestai.news/story/martin-shkreli-says-photonic-chips-could-run-circles-around-nvidia","json":"https://digestai.news/story/martin-shkreli-says-photonic-chips-could-run-circles-around-nvidia.json","markdown":"https://digestai.news/story/martin-shkreli-says-photonic-chips-could-run-circles-around-nvidia.md","slug":"martin-shkreli-says-photonic-chips-could-run-circles-around-nvidia","headline":"Martin Shkreli says photonic chips could run circles around Nvidia","summary":"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 exploring the field himself and may start a company.\n\nNvidia 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.","keyPoints":["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."],"whyItMatters":"If photonic AI chips achieve full‑model performance, they could disrupt Nvidia’s hardware lead and reshape AI compute economics.","category":{"slug":"business","name":"Business & Funding","url":"https://digestai.news/category/business"},"entities":{"companies":["Nvidia","Neurofos","Opticore","Lumi","Marvell","Lumentum"],"models":[],"people":["Martin Shkreli","Jensen Huang"]},"firstPublishedAt":"2026-10-16T18:59:00Z","updatedAt":"2026-10-16T18:59:00Z","sourceCount":1,"hasPrimarySource":false,"sources":[{"outlet":"247wallst.com","title":"Martin Shkreli Says New Photonic Chips Could Run Circles Around Nvidia","url":"https://247wallst.com/investing/2026/10/17/martin-shkreli-says-new-photonic-chips-could-run-circles-around-nvidia","publishedAt":"2026-10-16T18:59:00Z","type":"press","primary":false,"lead":true}],"sourceNotes":null,"discussions":[],"thread":{"title":"The Photonic Challenge to Nvidia Silicon","url":"https://digestai.news/thread/nvidia-may-accelerate-co-packaged-optics-rollout-boosting-lumentum-gf","storyCount":2},"cite":{"text":"Digest AI, \"Martin Shkreli says photonic chips could run circles around Nvidia\", 16 October 2026, https://digestai.news/story/martin-shkreli-says-photonic-chips-could-run-circles-around-nvidia","publisher":"Digest AI","title":"Martin Shkreli says photonic chips could run circles around Nvidia","datePublished":"2026-10-16T18:59:00Z","url":"https://digestai.news/story/martin-shkreli-says-photonic-chips-could-run-circles-around-nvidia"},"generatedBy":"Written by Digest AI's editorial model from the linked sources; the sources are the record.","license":"Headlines, digests and key points are written by Digest AI and may be quoted with a link to the story page. Linked articles belong to their publishers. Terms: https://digestai.news/terms#reuse"}