Earnings
Home›Earnings›Previews›AI data centers are shifting from copper to optical ne…
AI data centers are shifting from copper to optical networking
The outlet highlights Lumentum, Coherent, and Applied Optoelectronics as beneficiaries of stronger growth tied to the move toward optical networking.
MarketBeat Ratings points to a growing AI infrastructure bottleneck around data movement, arguing that the shift from copper to optical networking is reshaping demand for photonics hardware.
According to the outlet’s summary, Lumentum, Coherent, and Applied Optoelectronics have posted strong growth as AI data centers increasingly favor optical networking rather than copper connections.
MarketBeat Ratings also notes that the three names have different margin profiles and execution risks, implying the transition is not uniform across the sector.
The piece is framed around a stock-picking thesis for the photonics space, but it does not provide specific company financial figures in the available text.
Latest closeCopper $6.659 ▲2.6%