POET Technologies Inc. is included in the list of photonics stocks showing recent positive performance, suggesting it is part of the sector benefiting from the AI data transfer solutions.
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Mar 4, 2026
The reel discusses the real AI bottleneck not being memory or GPUs, but the inefficient transfer of data between servers using copper wires. It highlights photonics as a solution for faster and more efficient data transfer, citing recent investments by Nvidia into photonics companies like Lumentum (LITE), Coherent (COHR), and Applied Optoelectronics (AAOI) as evidence of this trend.
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Aeluma, Inc. is presented as a photonics company experiencing stock growth, aligning with the broader trend of companies in this sector benefiting from AI advancements.
AXT Inc. is mentioned as a company whose stock has seen significant gains, likely due to its involvement in the photonics sector addressing AI data transfer needs.
Applied Optoelectronics (AAOI) is positioned as a fast-growing competitor in photonics, with recent contract wins and aggressive strategies making it a notable beneficiary of the AI data transfer bottleneck solution.
Coherent Corp. (COHR) is highlighted as a major supplier in the photonics space, benefiting from Nvidia's strategic investments and the critical need for advanced data transfer solutions.
Lumentum (LITE) is a key player in photonics, benefiting from Nvidia's investment and the growing demand for efficient AI data transfer solutions.
Nvidia is investing billions into photonics companies to address the AI data transfer bottleneck, indicating a strategic focus on this technology.