$POET Tech(POET.US)$Applied Optoelectronics(AAOI.US)$Lumentum(LITE.US)AI demand is just getting started, with so many data centers still under construction. Once built, they will require a massive amount of GPU chips. Each chip needs a CPO (Co-Packaged Optics) module, and the next big wave should be in optical communications. It's like fashion is a circle: bell-bottoms were popular, then skinny jeans, and now bell-bottoms are back in style. GPU > Storage > Optics > CPU. After storage has had its run, isn't it optics' turn next?