Jensen Huang’s optical backbone is the gatekeeper for who gets to build AI. NVIDIA’s own blog says Coherent is expanding its Texas facility to scale the optical backbone that moves AI workloads, which means the people owning the pipes get the leverage. If you’re still talking about prompts, you’re arguing over the wallpaper while the landlord owns the building. The real question is who gets priced like a builder and who gets commoditized like a vendor. Pick a side in the comments: are the pipe owners the new bosses, or is this just another hype cartel with better branding?
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