For years, AI infrastructure has been the leading theme, and there's no reason to think that has changed. It has only accelerated.
Photonics-related names include: $Applied Optoelectronics(AAOI)$ $Silver Verde May Mining Co., Inc.(SIVE)$ $AXT Inc(AXTI)$ $Lumentum(LITE)$ $COHERENT(COHR)$ GLW.
The AI infrastructure story is far from over, and photonics is becoming an increasingly important piece of the puzzle. As AI training and inference workloads continue to grow, data movement—not compute itself—is emerging as the next major bottleneck.
AAOI, LITE, and COHR benefit from rising demand for optical modules, lasers, and high-speed interconnects. SIVE is positioned around silicon photonics, a technology that could reshape next-generation data centers. AXTI supplies critical semiconductor materials, while GLW remains a key player in fiber optics and specialty glass.
Investors spent years focusing on GPUs. The next phase may be about moving data faster and more efficiently. If AI spending continues to expand, the photonics ecosystem could become one of the most important growth themes of the next decade.
Which name do you think has the biggest upside from here: AAOI, LITE, or SIVE?
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