optical stocks
The 1.6T Supercycle: Optical and Networking Stocks Surge as Hyperscalers Ignite "Gigascale" AI Infrastructure
The financial markets are witnessing a historic "supercycle" in the optical and networking sectors, driven by an unprecedented wave of capital expenditure from global hyperscalers. As of March 25, 2026, a convergence of next-generation AI cluster deployments and a rapid transition to 1.6T optical transceivers has sent