2025-12-09 17:16:13

The communications sector soared again today, with the leading stock hitting new highs.

The logic has been clear for a while—Google and Broadcom’s collaboration on ASIC chips has delivered impressive performance in large-scale model training, which could seriously challenge Nvidia’s monopoly. What’s the key point? ASICs require several times more optical modules for matrix operations compared to the GPU architecture. In this setup, communications aren’t just a supporting role—they’re at the core.

The market is still debating, but where there’s controversy, there’s often opportunity.

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GateUser-c799715c

· 12-11 23:57

Wow, communication is taking off directly. This time, it's really not just hype. ASICs' appetite for optical modules is indeed much stronger than for GPUs. We've long since seen through this layer of logic.

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FreeRider

· 12-11 10:31

The communication chips are indeed impressive this time. I buy into the logic of ASIC overtaking GPU in the monopoly; the doubling of optical module demand is the real deal.

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RugResistant

· 12-09 20:13

ngl the optics play here is getting spicy... google/broadcom asics demanding way more bandwidth than nvidia's stack? that's the actual infrastructure bottleneck nobody's talking about. red flags detected on the "consensus" take tho—too many people suddenly bullish on comms without stress-testing the reliability chains. needs immediate investigation on actual throughput specs before fomo kicks in

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FlippedSignal

· 12-09 17:46

Alright, I saw through the logic behind this round of communications a long time ago. The doubling of optical module demand is indeed real and tangible.

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GateUser-addcaaf7

· 12-09 17:44

I've been optimistic about communications for a long time, and it's finally time for it to take off. Nvidia's days of monopoly are numbered.

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LiquidatedAgain

· 12-09 17:44

Got rekt again, should've gone all-in on telecoms yesterday instead of holding onto Nvidia's breakdown. But this time is different, it's not just hype—demand for optical modules has doubled. Gotta find the right risk control points, man. Take my advice, don’t go all in. Save some margin for averaging down. Last time I got liquidated because I didn’t manage my collateral ratio properly. Wait, is Broadcom’s ASIC move real tech or just another capital game?

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NullWhisperer

· 12-09 17:43

wait, so they're finally realizing asic architecture isn't just a gpu killer—it's actually a bandwidth multiplier? technically speaking, the optical stack becomes the actual bottleneck here, not the compute. nvidia should be sweating more about the interconnect than the chip itself, ngl.

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TokenomicsPolice

· 12-09 17:40

Is Nvidia's monopoly loosening? Is it true or not? Now the communications sector is about to take off.

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