Light

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 24, 2026 by Tony Kim · across every show →

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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

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Light

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