Copper canβt keep up . AI data centers need light β and photonics companies canβt build fast enough to keep up.
$LITE β Makes the lasers inside every optical transceiver. No LITE, no light.
$AAOI β Builds transceivers that convert electrical signals to optical. The translator.
$MRVL β Designs the silicon brains that control photonic data flow at speed.
$GLW β Invented optical fiber. Still makes the glass the internet runs through.