optic chips

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 7, 2026 by David Frankel · across every show →

Everything said about optic chips, oldest first

Aug 7, 2026 positive
Prediction Not checkable as stated
Frankel: Optical chips will solve data center energy drain
“You're going to see optic chips with which are very, very energy compliant. So when people talk about the data centers and the energy sucks, that's going to change.”
David Frankel Aug 7, 2026 ▶ 1:16:19 The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
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