$Lumentum(LITE.US), optical modules/high-speed networking (data center/network core)
• Lumentum (LITE): Leader in 800G/1.6T optical modules, core supplier for Google's Jupiter optical network.
• Coherent (COHR): High-speed optical modules + optical engines, main supplier for Google data centers.
• Arista Networks (ANET): Leader in AI data center switches, deep collaboration with Google.
Specific directions of massive capital expenditure
Alphabet management revealed that technical infrastructure is the core focus of capital expenditure, with about 60% allocated to servers and 40% to data centers and networking equipment. These investments will support Google DeepMind's frontier models, the optimization of search and advertising experiences, and the explosive demand for AI computing power from enterprise customers in the cloud business. Based on the above, which stocks are likely to benefit the most?
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