For me, this is a reminder that the AI infrastructure story is much bigger than GPUs. As clusters scale, moving data between accelerators becomes just as important as computing it. The shift from 800G to 1.6T and eventually 3.2T shows how quickly networking requirements are evolving.
I am particularly interested in the optical side because bandwidth and power efficiency will become increasingly important as AI data centers scale. Companies like $COHERENT(COHR)$ , $Lumentum(LITE)$ $Marvell Technology(MRVL)$ and $ASML Holding NV(ASML)$ could benefit if optical interconnects take a larger share of AI capex.
I would still separate demonstrations from mass deployment. I am not chasing the 6.4T headline, but I want to follow NPO and CPO closely. I am bullish on AI and semiconductors, and the next opportunity may be not only in the chips, but also in connecting them.
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