copper

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 13, 2025 by Dr. Yvonne Lutsch · across every show →

Everything said about copper, oldest first

Aug 13, 2025 bearish

Assertion Not checkable as stated

Lutsch: Copper interconnects are reaching physical limits inside data centers

“People are talking about optics now, not only between data center, but also within the data center, because copper comes to its limits how much power it can deliver at what energy that is power that is lost.”

Dr. Yvonne Lutsch Aug 13, 2025 ▶ 16:47 Inside Semiconductor Investments: AI-Driven Innovation with Lam Research Capital

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copper

Everything said about copper, oldest first

Turn any episode into a week of clips.