These models are getting ‘CLOSER' to ‘training themselves': Spear Invest founder

• GPT-6 Astra is seen as a game-changer, driving demand for compute, memory, and networking infrastructure, with NVIDIA's GPUs being a critical component.
• The market has seen recent pullbacks in AI-related stocks, presenting attractive entry points, especially for companies involved in optical interconnects for data centers.
• Optical interconnects are evolving from long-distance data transmission to critical roles within servers (scale-up) and connecting data centers (scale-across), with significant growth expected from 2027 onwards.

The discussion centers on OpenAI's GPT-6 Astra model as a game-changer for AI, highlighting key investment bottlenecks identified by Morgan Stanley: compute, memory, and networking. Spear Invest founder Ivana Delevska emphasizes the growing importance of optical interconnects within AI data centers and identifies specific stocks poised to benefit from this trend, particularly as models become more self-training.