Optical Modules: AI Supply Chain Stocks & Analysis

Optical modules convert electrical signals to light and back, the connections that link GPUs, switches and racks together across a data centre at distances copper can't reach. Every generation of higher port speeds needs a new module generation to match, and the AI buildout has pulled that upgrade cycle forward: hyperscalers are now buying the fastest modules available as soon as they ship, rather than waiting out a normal replacement cadence.