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“a single training cluster now needs more optics/photonics than the worldwide volume in 2008”
@jwt0625 · outside five sigma
AI cluster optics demand is compounding faster than any prior HPC cycle, and Coherent is the vertically integrated photonics manufacturer with an order book already stretching to 2028.
COHRLONG@ $397.88
$257.94-35.17%
since call Jun 21
“a single training cluster now needs more optics/photonics than the worldwide volume in 2008”
@jwt0625 · outside five sigma
AI clusters consume optical fiber at a scale that dwarfs the entire 2008 global market, and Corning just locked in a $6B deal with Meta to supply it.
GLWLONG@ $193.58
$140.02-27.67%
since call Jun 21
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