【AI Infrastructure Boom: Optical Communication & AI Interconnect Stock List】

The AI computing power frenzy is entering its second half. After the GPU rush, capital is shifting upstream to the "water sellers"—optical interconnect and AI chip interconnect. Over the past month, the optical communication sector has accelerated across the board, with multiple leading stocks hitting new all-time highs.

The catalysts are not singular.

On the upstream side, Nvidia has invested $4 billion to lock in optical component capacity, with Lumentum's orders already booked until 2028. Downstream, Google is rumored to be collaborating with Marvell on in-house TPU development, while Amazon and Anthropic are also expanding custom chip cooperation. The capacity of the entire chain is almost completely sold out.

🎯 First-Tier Core: Beneficiaries of the Nvidia Ecosystem

- $Lumentum(LITE.US) — Up nearly +24% this month, closing at $873.6 yesterday. Recently named in Nvidia's silicon photonics roadmap, with orders booked until 2028, the market now views it as the "core optical supplier for Nvidia."

- $Coherent Corp.(COHR.US)— Up nearly +47% this month. A core supplier of silicon photonics and CW lasers, recently added to the S&P index, with Susquehanna raising its price target.

⚡ Second-Tier Breakout: ASIC / Custom Chips

- $Marvell Tech(MRVL.US) — Up nearly +59% this month, hitting new all-time highs for four consecutive days. The logic for the AI ASIC design leader is playing out with Google TPU collaboration + Amazon chip orders + acquisition of POET to bolster optical capabilities.

- $Astera Labs(ALAB.US)— Oscillating around $194. The leader in PCIe Retimer / CXL interconnect, sharing the "AI Rack Interconnect" theme with MRVL.

Furthermore, high-beta style picks include $Credo Tech(CRDO.US) and $Applied Optoelectronics(AAOI.US); solid core holdings include $Amphenol(APH.US), $Corning(GLW.US) for optical fiber materials, and $Ciena(CIEN.US) in the data center interconnect direction.