Yuanjie взлетел на 780%: Почему фотонные чипы — это новый пузырь AI-инфраструктуры

Yue Wang / Forbes:
A look at Huawei-backed Yuanjie, a maker of photonic chips used in AI data center optical interconnects, whose stock has surged 780% over the past year  —  Huawei-backed Yuanjie Semiconductor Technology makes photonic chips used in optical interconnects in AI data centers.