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▶ 18:34 · Networking & Optical Infrastructure · CPO is the biggest unlock for AI data centers over next 5 years
episode briefing
Michael Sikand

I Asked Jensen Huang What AI Stocks He's Buying At Nvidia GTC

2026-03-24 · 9 company · 3 thematic
sentiment
9 bull0 bear0 neu
speakers
jensen huang

Co-founder, president and CEO of Nvidia. He has led the company from graphics processors into accelerated computing and AI infrastructure.

michael sikand

Founder of Our Future, a business-media brand focused on the next generation of founders and operators. He also hosts interviews with entrepreneurs and executives.

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HBM demand accelerating with Rubin architecture and KV cache growth
Next-gen GPUs require massive HBM capacity for model parameters and KV cache; memory makers shifting from consumer DRAM to HBM creates structural pricing power and revenue inflection for Mi…
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Power is the #1 constraint in AI factories; CPO saves 5W per 1.6T port
Every watt saved on networking enables more compute per rack; CPO at 5W/port vs 10-20W for pluggable transceivers directly increases GPU density and data center ROI.
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CPO is the biggest unlock for AI data centers over next 5 years
Nvidia, Meta, CoreWeave, and Microsoft all confirm co-packaged optics as the critical shift for scale-out networking; reduces power 4x vs pluggable transceivers, cuts components/lasers 4x,…