The biggest bottleneck in the AI industry right now isn’t the algorithms—it’s that the physical world can’t keep up. Look at NVIDIA’s earnings call: Jensen is now most frustrated that he’s produced the chips, but the optical interconnects in data centers can’t keep pace. The speed at which data moves between chips has become the ceiling for the entire system. Think one step deeper: AI model parameters double every six months. Doubling parameters = doubling storage requirements = doubling bandwidth requirements—exponential growth. But the production cycle for physical infrastructure is 2–3 years. Supply can’t keep up with demand—prices have only one direction. Buy what the physical world can’t produce fast enough: Optical interconnects, storage, base stations, chip packaging. MRVL BB NOK DRAM index Hold onto them—nothing else matters.
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