Everybody is chasing the AI chips and totally sleeping on the optics 🚨 here is the thing: those GPUs are useless if you cannot connect them, and the connection is light, not copper. 800G demand nearly tripled in a year and the laser supply is sold out into 2027. Lumentum and Coherent are sitting on the exact bottleneck the whole industry needs, and Nvidia just threw billions at them to cut the line. This is one of the most asymmetric corners of the AI trade right now, and most retail is not even looking at it.
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