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▶ 18:03 · Critical Minerals & Supply Chain · NDAA bans Chinese interconnects in US data centers, forcing domestic microLED supply chain

now playing · Critical Minerals & Supply Chain

Robotics & Physical AItailwindscore 7/10michael murray

Drone Dominance Program creates 1:20 headset-to-drone attach rate with 3M drone target

The Pentagon's Drone Dominance Program aims to procure 3 million drones, implying 120K-240K headset displays at a 1:20 ratio; Kopin supplies displays to 5 of the top 10 competitors and is i…

Defense Techtailwindscore 8/10michael murray

US Army's Soldier Mission Command mandates US-made color microLED for next-gen AR headsets

The Army has designated color microLED as a Critical Technology Area for the Soldier Mission Command program, requiring domestic production to achieve daylight-readable brightness and lifet…

Critical Minerals & Supply Chaintailwindscore 7/10michael murray

NDAA bans Chinese interconnects in US data centers, forcing domestic microLED supply chain

The National Defense Authorization Act prohibits US government procurement of data centers containing Chinese interconnects, creating a regulatory tailwind for domestic microLED manufacture…

AI Infrastructuretailwindscore 8/10michael sikand

Optical interconnects via microLED/CPO identified as primary AI infrastructure profit pool for next decade

Jensen Huang and Goldman Sachs project optical interconnects (CPO, NPO) as the dominant value capture in AI infrastructure over the next 10 years; Kopin's domestic microLED line positions i…

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