The optical networking market has become one of the most interesting sub-sector beneficiaries of the AI boom, transforming rapidly as a result. As hyperscalers build increasingly large AI clusters, the amount of data moving between GPUs is exploding. Copper connections increasingly struggle with the speed, distance and power requirements, pushing data centres towards optical transceivers, … Continue reading Lumentum vs Applied Optoelectronics vs Coherent: Which is the better optics stock?