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This $12 Billion Company Could See Revenues 50X As AI Booms

In the video clip below, the team introduces Coherent (NYSE: COHR), a lesser-known company with significant potential in the AI and technology space, particularly in the context of the next big trend: the networking of massive clusters of GPUs.

As the industry moves from central processors to GPUs, the next phase involves clustering these GPUs on a scale never seen before. While a year or two ago, the largest clusters had around 4,000 GPUs, today’s cutting-edge systems, like those from Elon Musk’s companies, are pushing toward 100,000, with plans to scale up to a million GPUs networked together. This massive leap in GPU clustering represents one of the biggest trends in technology, and Coherent is poised to play a crucial role in this transformation.

This post originally appeared at 24/7 Wall St.