Developing story · 2 episodes · 4 Oct to 17 Oct
The Photonic Challenge to Nvidia Silicon
The saga tracks the emerging rivalry between traditional silicon and photonic chips for AI infrastructure dominance. It currently stands at a point where industry analysts predict accelerated adoption of co-packaged optics, challenging Nvidia's silicon supremacy.
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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…
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Nvidia may accelerate co-packaged optics rollout, boosting Lumentum, GF Securities says
Nvidia is expanding co-packaged optics faster than anticipated, according to an estimate by GF Securities. The brokerage projects Nvidia's co-packaged optics switch shipments will hit 15,000 units…
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