Jensen Huang Just Explained the Entire Silicon Photonics Investment Thesis in One Minute

Jensen Huang on Marvell’s stage at Computex 2026 explains why optics are critical

At Computex 2026, Jensen Huang stood on $Marvell Technology (MRVL.US)$ official website stage and basically explained the bottleneck facing AI infrastructure:

"Copper has its limits with bandwidth and distance... Scale up with copper as long as you can. After that, you scale up further with optics."

Then came the money quote:

"AI is now profitable. Tokens are profitable. That's why everybody wants to produce more tokens... which is the reason why our demand is so high."

AI demand is no longer running on hype.

AI is generating real money.

More profits → More GPUs.

More GPUs → More bandwidth.

More bandwidth → More optical interconnects.

More optical interconnects → More silicon photonics.

And suddenly, the market starts caring about companies that can manufacture silicon photonics-compatible wafers at scale.

Now ask yourself:

Who in Malaysia has spent years quietly building a CMOS-compatible silicon photonics platform while everyone was focused elsewhere?

SilTerra.

The funny part?

The market still largely values DNEX based on semiconductors, energy, IT services, and whatever quarterly earnings are visible today.

But if the industry is genuinely moving from:

GPU scaling ➜ Network bottleneck ➜ Optical interconnects ➜ Silicon photonics

then the optionality sitting inside Dagang NeXchange Berhad through SilTerra Malaysia may be bigger than many realize.

Nobody knows exactly how large that opportunity becomes.

But when the CEO of $NVIDIA (NVDA.US)$ is publicly saying optics are required for the next stage of AI scaling, it becomes harder to dismiss silicon photonics as a niche science project.

$DNEX (4456.MY)$ investors watching AI giants spend billions solving the bandwidth problem while SilTerra sits quietly with a silicon photonics platform:

"Wait... are we actually holding a lottery ticket that the market hasn't scratched yet?"

#DNEX #SilTerra #SiliconPhotonics #AIInfrastructure #NVIDIA #Marvell #Optics #Computex2026 #HiddenOptionality #NotFinancialAdvice

45K Views