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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