{"podcast":{"title":"Nanalyze","slug":"nanalyze-6316207","podcast_index_feed_id":6316207,"rss_url":"https://anchor.fm/s/da142640/podcast/rss","website_url":"http://nanalyze.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/36487536/36487536-1675358932298-428eb488e367c.jpg","author":"Nanalyze","episode_count":441,"summary":"Nanalyze is a media and research firm founded by finance professionals with decades of experience. We share insights about disruptive technology stocks in a language that is future-proof and easy to understand. Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: https://www.nanalyze.com/become-a-nanalyze-premium-subscriber/","last_synced_at":"2026-06-21T18:18:28.266922+00:00","page_url":"https://stenobird.com/podcast/nanalyze-6316207"},"episode":{"title":"Nvidia’s $4 Billion Bet: Why Photonics is the Next Big Thing","slug":"nvidia-s-4-billion-bet-why-photonics-is-the-next-big-thing","published_at":"2026-03-16T15:06:01+00:00","page_url":"https://stenobird.com/podcast/nanalyze-6316207/nvidia-s-4-billion-bet-why-photonics-is-the-next-big-thing","show_page_url":"https://stenobird.com/podcast/nanalyze-6316207","url":"https://podcasters.spotify.com/pod/show/nanalyze/episodes/Nvidias-4-Billion-Bet-Why-Photonics-is-the-Next-Big-Thing-e3gh9lk","audio_url":"https://anchor.fm/s/da142640/podcast/play/117007476/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-16%2F420128425-44100-2-836ed2d45bdff.m4a","summary":"Optical transceivers have become the latest data center hardware niche to see explosive growth. Companies like Coherent $COHR, Lumentum $LITE, and Applied Optoelectronics $AAOI have rallied significantly due to surging demand. Does this mean it's time to invest in photonics stocks? How much growth is left in this hot tech theme? Let's find out. Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/ . This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/o7WgzutFnVA.","meta_description":"Optical transceivers have become the latest data center hardware niche to see explosive growth. Companies like Coherent $COHR, Lumentum $LITE, and Applied…","key_points":[],"chapters":[],"topics":[],"duration_seconds":673,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/nanalyze-6316207/episodes/nvidia-s-4-billion-bet-why-photonics-is-the-next-big-thing/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/nanalyze-6316207/nvidia-s-4-billion-bet-why-photonics-is-the-next-big-thing.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}