copper

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement May 15, 2026 by Jaimin Rangwalla · across every show →

Everything said about copper, oldest first

May 15, 2026 bullish
Prediction Not checkable as stated
Rangwalla: AI Accelerators Will Adopt More Optical Networking in 2–3 Years
“There's a scenario two, three years from now where there's going to be less copper and more optical, or at least like maybe not less copper, but more optical, right? Because it can transmit data faster, but there's limitations. It needs to be longer distance a…”
Jaimin Rangwalla May 15, 2026 ▶ 50:06 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
Jul 24, 2026 bullish
Prediction Not checkable as stated
Tony Kim: Data centers are shifting from copper to optical interconnects
“Another will be around the chip architectures, and then another one will be around the movement of data, and so we're going from a regime of copper to a regime of light.”
Tony Kim Jul 24, 2026 ▶ 7:43 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Jul 29, 2026 bearish
Assertion Supported
Hurlston: Copper wiring can no longer support necessary data center signal distances
“Inside the data center, you have speeds are increasing, bandwidths are increasing, and copper can no longer carry these signals the distances they need to go.”
Michael Hurlston Jul 29, 2026 ▶ 3:02 Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
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