Regarding the optical interconnect layer, Lumentum is aggressively adding capacity to its production lines. However, the sheer scale of the AI infrastructure build-out means they still cannot keep up with demand. We are seeing a fundamental shift where traditional networking is no longer sufficient; the market is pivoting toward advanced optoelectronics to solve the power-efficiency bottleneck. Specifically, the transition to Co-Packaged Optics (CPO) is moving from a 'future concept' to a structural necessity for next-gen GPU clusters. $Lumentum Holdings Inc.(LITE)$ $COHERENT(COHR)$ $Applied Optoelectronics Inc.(AAOI)$ 
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