Nvidia CEO Jensen Huang has underscored the critical importance of silicon photonics and memory, predicting an "unimaginable supply scale" for these components. Speaking at a recent event, Huang emphasized the company's efforts to fully mobilize its global supply chain to support the expansion of AI computing power. This announcement is viewed as a bullish signal for the silicon photonics industry, particularly benefiting upstream suppliers like SIVE and SOI, which are integral to Nvidia's ecosystem.