Light, Storage, Power: The Hidden Beneficiaries of the AI Boom!

The AI Revolution is currently driving not only heavyweights like NVIDIA and others but especially those infrastructure companies that provide light, storage, and energy for massive data centers. This brings three winning sectors into focus: optical networking technology, memory chips, and alternative energy supply. At the center of the optical wave are Lumentum and Coherent. Both companies supply the components that allow AI chips in data centers to communicate with each other. Lumentum particularly benefits from the rapidly increasing demand...