The video ties the AI buildout to three bottlenecks: optical networking, power delivery, and a small-cap gold/silver merger story. COHR and LITE are framed as direct beneficiaries of NVDA’s push toward optical interconnects, backed by $2 billion investments into each and multi-billion purchase commitments. NVTS is pitched as a much earlier, much riskier power play on 800-V AI data centers and the Nvidia MGX ecosystem, with the chart only starting to resemble an accumulation base. A sponsored GORO segment closes on a four-asset gold/silver company created by the July 17, 2026 merger with Gold Resource, with two producing mines, a permitted restart candidate, and more than 50,000 m of drilling committed across the portfolio.
As of July, NVDA disclosed about $366 billion of future commitments across supply chain, infrastructure, cloud agreements, leases, and investments, with roughly $279 billion of that in supply and capacity commitments alone.
TrendForce put the nine largest cloud companies, including AMZN, MSFT, GOOGL, META, ORCL and several major Chinese hyperscalers, on pace to spend more than $886 billion in capex this year.
Morgan Stanley estimated seven major tech companies — NVDA, MSFT, GOOGL, AMZN, META, ORCL and AVGO — have accumulated about $3 trillion in AI infrastructure spending commitments.
McKinsey estimated nearly $7 trillion in cumulative data-center investment through 2030, with more than $5 trillion potentially tied to infrastructure supporting AI workloads.
Earlier this year NVDA invested $2 billion directly into COHR, entered a multi-year strategic agreement, made a multi-billion-dollar purchase commitment for advanced lasers and optical networking products, and secured future access to COHR manufacturing capacity.
COHR makes lasers, optical transceivers, photonic components, and other gear for optical networks, positioned as a response to the copper-and-electrical bottleneck that gets worse as GPU clusters scale toward hundreds of thousands or millions of chips.
On the same day as the COHR deal, NVDA announced another $2 billion investment into LITE, plus a multi-year strategic agreement, a multi-billion-dollar purchase commitment, and future access to LITE manufacturing capacity.
NVDA’s Vera Rubin roadmap includes photonics-based networking for million-GPU AI factories, where each new GPU generation raises demand for bandwidth, optics, lasers, and networking equipment.
NVTS is presented as the much earlier-stage, higher-risk bottleneck play because it targets power, not networking; over the last year it has focused on AI data centers, grid and energy infrastructure, performance computing, and industrial electrification.
Navitas says AI infrastructure will be more than one-third of quarterly sales by the end of 2026, with multiple hyperscaler and data-center programs ramping in the second half of 2026 and into 2027.
NVTS says backlog is expanding, book-to-bill reached record levels, and it is already shipping production samples for multiple programs, including next-generation 800-V AI data centers.
NVTS is already working with the Nvidia MGX ecosystem around next-generation 800-V AI data-center architecture and has demonstrated an 800-V to 6-V power-delivery board for that future setup.
The preferred NVTS setup from here is for selling pressure to dry up, higher lows to form, and then a move to the $12-$13 zone after an enormous boom-and-bust cycle.
GORO trades as Gold Group Mining on the NYSE American, TSX Venture, and Frankfurt under 55G; the July 17, 2026 merger with Gold Resource and the July 20 takeover of the GORO ticker created a four-asset gold/silver company headquartered in Vancouver.
GORO now has two producing mines generating revenue today — Don David in Oaxaca and Cerro Prieto in Sonora — plus San Francisco, a fully permitted restart candidate in Sonora, and Back 40 in Michigan, where a feasibility study began in May 2026.
Over the 7 months ended July 31, 2026, GORO drilled 25,726 m in 123 holes at Don David, with more than 97% aimed at infill and expansion; Cerro Prieto had three rigs working, and San Francisco had a 26,053 m program underway, taking total committed drilling above 50,000 m in a year.
San Francisco is described as hosting about 1.23 million oz of measured and indicated gold plus about 178,000 oz inferred, effective April 30, 2026, with two open pits, heap leach facilities, and associated infrastructure already in place.
GORO is framed as a very small-cap, capital-intensive, highly volatile and dilution-prone stock that belongs on the watch list only as a due-diligence candidate, not a guaranteed restart or profitability story.