Some thoughts on optical communications’ future outlook
The AI revolution has entered a new phase. The first wave was dominated by computing power — GPUs, accelerators, and HBM memory. However, as AI clusters scale to hundreds of thousands of GPUs, the next bottleneck is becoming clear: data movement.
We believe optical communication is still in the early stages of a long-term growth cycle and will become one of the most important infrastructure layers supporting AI expansion.$Applied Optoelectronics Inc.(AAOI)$ $Lumentum Holdings Inc.(LITE)$ $Coherent(COHR)$
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