Futurum Equities' Chief Market Strategist Shay Boloor is betting beyond the standard semiconductor chips and focusing on infrastructure, calling Applied Optoelectronics Inc.
(NASDAQ:AAOI) an essential "plumbing" of AI data centers, making it a critical hardware play as networks scale.
The Infrastructure Shift Appearing on Fox Business, Boloor deconstructed the massive hardware demands required to keep up with next-generation AI workloads.
While chip giants capture major headlines, the physical networks connecting these processors face an immense data transmission challenge.
Boloor highlighted that traditional hardware setups are no longer sufficient.
