THE PHOTONICS LAYER OF THE AI BUILDOUT

Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like

$NVIDIA(NVDA)$ Rubin Ultra NVL576.

The AI bottleneck is shifting to the fabric that lets hundreds of GPUs behave like one system driving a massive dollar content expansion across NVLink, co-packaged optics & optical interconnects:

• $Aehr Test(AEHR)$ burn-in & reliability test systems for photonics and AI hardware

• $Applied Optoelectronics(AAOI)$ data center optical transceivers with in-house laser manufacturing

• $Lumentum(LITE)$ high-speed lasers & optical components for data center transceivers

• $Viavi Solutions(VIAV)$ optical testing & measurement tools used to validate high-speed networks

• $COHERENT(COHR)$ lasers, photonic components & materials used across optical networking systems

• $Marvell Technology(MRVL)$ optical DSPs, custom interconnect silicon & networking chips for AI infrastructure

• $Credo Technology Group Holding Ltd(CRDO)$ retimers, DSPs & active electrical cables for rack-level signal integrity in AI clusters

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AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[{"img":"https://community-static.tradeup.com/news/19b8ae4f4dafcaa6948539055b24f2fa","width":"680","height":"210"},{"img":"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18","width":"1080","height":"1350"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/19b8ae4f4dafcaa6948539055b24f2fa","width":"680","height":"210"}],"title":"THE PHOTONICS LAYER OF THE AI BUILDOUT","html":"<html><head></head><body><p style=\"text-align: left;\">Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> Rubin Ultra NVL576.</p>\n<p style=\"text-align: left;\">The AI bottleneck is shifting to the fabric that lets hundreds of GPUs behave like one system driving a massive dollar content expansion across NVLink, co-packaged optics &amp; optical interconnects:</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"AEHR\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Aehr Test\" target=\"_blank\" href=\"https://ttm.financial/S/AEHR\">$Aehr Test(AEHR)$</a> burn-in &amp; reliability test systems for photonics and AI hardware</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"AAOI\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Applied Optoelectronics\" target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> data center optical transceivers with in-house laser manufacturing</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"LITE\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Lumentum\" target=\"_blank\" href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> high-speed lasers &amp; optical components for data center transceivers</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"VIAV\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Viavi Solutions\" target=\"_blank\" href=\"https://ttm.financial/S/VIAV\">$Viavi Solutions(VIAV)$</a> optical testing &amp; measurement tools used to validate high-speed networks</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"COHR\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"COHERENT\" target=\"_blank\" href=\"https://ttm.financial/S/COHR\">$COHERENT(COHR)$</a> lasers, photonic components &amp; materials used across optical networking systems</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"MRVL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Marvell Technology\" target=\"_blank\" href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$</a> optical DSPs, custom interconnect silicon &amp; networking chips for AI infrastructure</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"CRDO\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Credo Technology Group Holding Ltd\" target=\"_blank\" href=\"https://ttm.financial/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$</a> retimers, DSPs &amp; active electrical cables for rack-level signal integrity in AI clusters</p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/19b8ae4f4dafcaa6948539055b24f2fa\" tg-width=\"680\" tg-height=\"210\"><span></span></p>\n<hr>\n<blockquote>\n <p style=\"text-align: left;\"><span><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></span></p>\n <p style=\"text-align: left;\"><span>🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</span></p>\n <p style=\"text-align: left;\"><a target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\" href=\"https://ttm.financial/TW/554651083281352\" title=\"\"><strong>Hot Merch Returns · Up to 43% Off</strong></a></p>\n <p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18\" tg-width=\"1080\" tg-height=\"1350\"><span></span></p>\n</blockquote></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left;\">Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> Rubin Ultra NVL576.</p>\n<p style=\"text-align: left;\">The AI bottleneck is shifting to the fabric that lets hundreds of GPUs behave like one system driving a massive dollar content expansion across NVLink, co-packaged optics &amp; optical interconnects:</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"AEHR\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Aehr Test\" target=\"_blank\" href=\"https://ttm.financial/S/AEHR\">$Aehr Test(AEHR)$</a> burn-in &amp; reliability test systems for photonics and AI hardware</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"AAOI\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Applied Optoelectronics\" target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> data center optical transceivers with in-house laser manufacturing</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"LITE\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Lumentum\" target=\"_blank\" href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> high-speed lasers &amp; optical components for data center transceivers</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"VIAV\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Viavi Solutions\" target=\"_blank\" href=\"https://ttm.financial/S/VIAV\">$Viavi Solutions(VIAV)$</a> optical testing &amp; measurement tools used to validate high-speed networks</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"COHR\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"COHERENT\" target=\"_blank\" href=\"https://ttm.financial/S/COHR\">$COHERENT(COHR)$</a> lasers, photonic components &amp; materials used across optical networking systems</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"MRVL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Marvell Technology\" target=\"_blank\" href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$</a> optical DSPs, custom interconnect silicon &amp; networking chips for AI infrastructure</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"CRDO\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Credo Technology Group Holding Ltd\" target=\"_blank\" href=\"https://ttm.financial/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$</a> retimers, DSPs &amp; active electrical cables for rack-level signal integrity in AI clusters</p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/19b8ae4f4dafcaa6948539055b24f2fa\" tg-width=\"680\" tg-height=\"210\"><span></span></p>\n<hr>\n<blockquote>\n <p style=\"text-align: left;\"><span><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></span></p>\n <p style=\"text-align: left;\"><span>🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</span></p>\n <p style=\"text-align: left;\"><a target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\" href=\"https://ttm.financial/TW/554651083281352\" title=\"\"><strong>Hot Merch Returns · Up to 43% Off</strong></a></p>\n <p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18\" tg-width=\"1080\" tg-height=\"1350\"><span></span></p>\n</blockquote></body></html>","text":"Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVIDIA(NVDA)$ Rubin Ultra NVL576. The AI bottleneck is shifting to the fabric that lets hundreds of GPUs behave like one system driving a massive dollar content expansion across NVLink, co-packaged optics & optical interconnects: • $Aehr Test(AEHR)$ burn-in & reliability test systems for photonics and AI hardware • $Applied Optoelectronics(AAOI)$ data center optical transceivers with in-house laser manufacturing • $Lumentum(LITE)$ high-speed lasers & optical components for data center transceivers • $Viavi Solutions(VIAV)$ optical testing & measurement tools used to validate high-speed networks • $COHERENT(COHR)$ lasers, photonic components & materials used across optical networking systems • $Marvell Technology(MRVL)$ optical DSPs, custom interconnect silicon & networking chips for AI infrastructure • $Credo Technology Group Holding Ltd(CRDO)$ retimers, DSPs & active electrical cables for rack-level signal integrity in AI clusters 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off","highlighted":1,"essential":1,"paper":2,"likeSize":190,"commentSize":0,"repostSize":5,"favoriteSize":0,"link":"https://ttm.financial/post/567986038296592","repostId":0,"isVote":1,"tweetType":1,"viewCount":913,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AEHR","CRDO","AAOI","COHR","LITE","MRVL","VIAV"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1121,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/567986038296592"}