The combination of CPO, OCS and rising optical bandwidth demand makes this one of the more interesting AI-infrastructure stories to watch. Lumentum has also reported strong growth, with FY2026 revenue up 83% YoY, while NVIDIA’s $2B investment and multi-year purchase commitment add another layer of visibility.
But the bigger question is Q2: Could optics become the next memory-style structural cycle? 👀
If AI clusters keep scaling, the bottleneck isn’t just compute — it’s moving data fast enough between the chips. That makes optical connectivity a theme I’m watching closely for the next 2–3 years.
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