# Martin Shkreli Names Photonic Chip Startups to Challenge Nvidia

> Martin Shkreli claims three photonic chip startups could outperform Nvidia in AI computing.
- Title: Martin Shkreli Names Photonic Chip Startups to Challenge…
- Summary: Martin Shkreli claims three photonic chip startups could outperform Nvidia in AI computing. Martin Shkreli says photonic chip startups like Neurofos…
- Keywords: martin shkreli, photonic chips, neurofos, opticore, lumi, nvidia, ai chips, matmul cores, quantum computing, cuda, Martin, Shkreli
- Source: 24/7 Wall St. — https://247wallst.com/investing/2026/10/17/martin-shkreli-says-new-photonic-chips-could-run-circles-around-nvidia
- Author: Chris Lange
- Published: 2026-10-17T15:00:33+00:00
- Read time: 1 min
- Topics: martin shkreli, photonic chips, neurofos, opticore, lumi, nvidia, ai chips, matmul cores, quantum computing, cuda
## Shkreli's Photonic Chip Claim
Martin Shkreli named three private startups he believes could threaten Nvidia's AI chip dominance.

> would run circles around what Nvidia does
## Shkreli's Reasoning
Shkreli said photonic chips compute at light speed, potentially outperforming Nvidia's current technology.

> happen in instant time
## Startups Shkreli Named
Shkreli mentioned Neurofos, Opticore, and Lumi as private startups building photonic matmul cores.
## Photonic Computing Basics
AI models use matrix multiplication; photonic chips encode numbers in light beams for faster calculations.
## Nvidia's Current Position
Nvidia reported $96.22 billion revenue in Q2 FY2027, with data center revenue at $89.02 billion.
## Nvidia's Optical Investments
Nvidia ships Spectrum-6 switches and collaborates on silicon photonics with Marvell and others.
## Shkreli's Quantum Stance
Shkreli described quantum computing as a one-trick business, with no clear path to widespread use.
## Investor Concerns
Nvidia investors should track AI financing concerns and Q3 revenue reports for near-term impacts.
## Key takeaway

Martin Shkreli says photonic chip startups like Neurofos, Opticore, and Lumi could run circles around Nvidia's AI chip performance.