JohnWick13
Oct 3, 6:37 PM
$QUBT $COHR $FN $LITE $LYTE COHR LITE & FN are the established giants capitalizing on the immediate AI data center boom. QUBT represents a radically different bet on what photonics can do next.
Coherent and Lumentum are the picks & shovels of optical networking. They manufacture the raw components, InP lasers, VCSELs, & modulators—that shoot light across data centers. Their immediate catalyst is the AI boom; as massive GPU clusters require increasingly faster connections (like 800G & 1.6T transceivers), they are stepping in to provide the optical plumbing. For example, Coherent recently launched its PhotonLink platform specifically to integrate optics directly into AI hardware infrastructure.
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