Nvidia Sees $1T in AI Orders by 2027, but Most U.S. Investors Can’t Own the Chinese Suppliers Behind 60% of Its Optical Modules

The post provides a detailed analysis of Nvidia's AI hardware ecosystem, highlighting a significant dependency on Chinese suppliers for optical modules, which represent a majority share of the necessary components. While acknowledging geopolitical risks and emerging technological threats like CPO, the core thesis suggests a substantial investment opportunity in this overlooked segment of the supply chain during the critical 2026-2028 period. The discussion focuses on specific tickers and the limited access for US investors, pointing towards a potentially undervalued area.