Shay Boloor(@StockSavvyShay):$MRVL and $GFS are expanding U.S. silicon germanium capacity to support next generation AI optical networking. The added Vermont capacity will support pluggable, near packaged and co packaged optics as AI data centers push toward higher bandwidth interconnects.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Shay Boloor@StockSavvyShay

2026.09.17 12:42

$MRVL and $GFS are expanding U.S. silicon germanium capacity to support next generation AI optical networking. The added Vermont capacity will support pluggable, near packaged and co packaged optics as AI data centers push toward higher bandwidth interconnects.