AI optical networking stocks surged today as investors continue rotating into the next layer of AI infrastructure.
As GPU clusters grow larger, demand is rising for high-speed optical transceivers, photonic chips, lasers, and fiber connectivity that move data between thousands of GPUs.
Names like Applied Optoelectronics ($AAOI), POET Technologies ($POET), Coherent ($COHR), Lumentum Holdings ($LITE) and Credo Technology Group ($CRDO) are benefiting from the view that the AI buildout isn't just about GPUs—it's also about the networking that connects them. 🚀
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3August 4, 2026 1.4K 1
