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“Copper cables are physically holding back the AI boom, meaning throwing a billion dollars at optical networking isn't a moonshot—it's a structural necessity.”

“Reshoring rhetoric always sounds great on the campaign trail until you realize you only have two domestic smelters to feed a global AI infrastructure race.”

“Everyone is hoarding a finite industrial metal to beat a hypothetical tax, artificially engineering a massive supply shock in the process.”

“Copper and traditional transceivers are choking massive GPU clusters, making purely optical networking a physical mandate rather than a luxury upgrade for the next generation of AI data centers.”

“Copper interconnects can't handle modern cluster thermals, so data centers have no choice but to throw millions at optical physics.”