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Fabrinet, a manufacturer of networking and optical equipment, faces analyst downgrade due to Nvidia's GPU unbundling strategy.
Nvidia's shift away from bundled networking could disrupt supply chains for specialized optical and networking vendors in AI cluster deployments.
Trade pressSlicast · November 22, 2024 23:00 · Global · Source: insidermonkey.com
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Image / Slicast · Source: insidermonkey.com
Fabrinet, a manufacturer of networking and optical equipment, faces analyst downgrade due to Nvidia's GPU unbundling strategy.
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