Nvidia has increased orders 35% for 800G optical communication modules in 2026 as optical begins to replace copper wires in AI data centers (“light in, copper out”), media report, noting Jensen Huang showed off Nvidia’s silicon photonics networking products, Spectrum-X and Quantum-X at Computex Taipei 2025 in June. 1/2 $NVIDIA(NVDA.US) $Coherent Corp.(COHR.US) $Lumentum(LITE.US) $Broadcom(AVGO.US) $Applied Optoelectronics(AAOI.US) #Semiconductors
Source: Dan Nystedt
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