Did the market completely misread the recent Micron and AI memory selloff?

When rumors broke that NVIDIA’s Rubin platform would halve its CPU-side SOCAMM capacity, panic selling ensued. But PhotonCap ’s brilliant new piece reveals the truth: this isn't a demand destruction issue—it's a critical supply and thermal wall.

Dive into this masterclass analysis on why the electrical limitations of CXL are opening the ultimate doorway for optical memory fabrics, and who stands to win.