---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40462899.md"
description: "$POET Tech(POET.US)$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?"
datetime: "2026-05-06T09:07:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40462899.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40462899.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40462899.md)
author: "[吸金大法](https://longbridge.com/en/profiles/22891020.md)"
---

# $POET Tech(POET.US)$Applied Optoelectronics(AAOI.U…


### Related Stocks

- [POET.US](https://longbridge.com/en/quote/POET.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)

## Comments (4)

- **小沃什的交易员 · 2026-05-15T12:43:48.000Z**: The price rose earlier than storage
  - **吸金大法** (2026-05-15T12:53:11.000Z): But the light's gain only rose a little at first, and then the storage rose for a second wave. So, the light is also necessary, right? Then it's not going to come for a second wave? 🤔
- **小蚂蚁搬家 · 2026-05-06T11:18:30.000Z · 👍 1**: CPUs have been rising for so long, both Intel and AMD have gone crazy.
  - **吸金大法** (2026-05-06T11:48:51.000Z): Really