Companies exposed to Optical interconnect
The AI stocks the model maps to Optical interconnect — part of the infrastructure layer, ranked by how strongly each name is exposed.
19 companies · ranked by exposure
Using light through fiber, instead of electricity through copper, to move data between machines.
Full explainer: what Optical interconnect is & who makes it →It is the medium that lets thousands of accelerators act as one fabric. When Optical interconnect tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to Optical interconnect
- 1POETPOET Technologies Inc.POETProducer90
- 2300502.SZEoptolink Technology Inc., Ltd.300502.SZProducer85
- 3
Nokia CorporationNOKProducer85 - 4002281.SZAccelink Technologies Co., Ltd.002281.SZProducer80
- 5
Corning IncorporatedGLWProducer80 - 6AAOIApplied Optoelectronics, Inc.AAOISupplier75
- 7
CienaCIENProducer70 - 85803.TFujikura Ltd.5803.TSupplier55
- 9
Lumen TechnologiesLUMNProducer55 - 10600487.SHHengtong Optic-Electric Co., Ltd.600487.SHSupplier50
- 11CACelestial AIProducer48
- 12688195.SSOptowide Technologies688195.SSSupplier45
- 13300570.SZT&S Communications Co., Ltd.300570.SZSupplier45
- 14
Yangtze Optical Fibre and Cable (YOFC)601869.SHSupplier45 - 15
CommScope Holding CompanyCOMMSupplier40 - 16600498.SHFiberHome Telecommunication Technologies600498.SHProducer35
- 17600522.SHJiangsu Zhongtian Technology (ZTT)600522.SHSupplier35
- 18
Luxshare Precision Industry002475.SZSupplier35 - 19SMOP.OLSmartoptics Group ASSMOP.OLProducer25
Frequently asked
What are the top Optical interconnect stocks?
By modeled exposure to Optical interconnect: POET Technologies Inc., Eoptolink Technology Inc., Ltd., Nokia Corporation, Accelink Technologies Co., Ltd., Corning Incorporated, Applied Optoelectronics, Inc.. The full ranked list of 19 names is below.
Which companies make Optical interconnect?
The names the model tags as producers or suppliers of Optical interconnect: POET Technologies Inc., Eoptolink Technology Inc., Ltd., Nokia Corporation, Accelink Technologies Co., Ltd., Corning Incorporated, Applied Optoelectronics, Inc..
What is Optical interconnect?
Using light through fiber, instead of electricity through copper, to move data between machines.
What happens if Optical interconnect runs short?
Optics supply or roadmap slips bottleneck scale-out bandwidth and cluster growth.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.