The AI narrative sounds simple.
More GPUs.
More data centers.
More power.
Most people stop there.
I don’t.
Because a possible next constraint in AI isn’t compute.
It’s moving data between chips.
And once you understand that shift, you end up in a very different part of the supply chain — far below NVIDIA, far below the hyperscalers — where a ~$700M company quietly sits underneath trillion-dollar capex plans.
And almost nobody is modeling why it matters yet.
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