Critical component provider for the optics side of AI networking.

Identified as a bullish asset in the AI infrastructure space.

Strategic partner for NVIDIA in the silicon photonics ecosystem for next-generation data center scaling.

Part of NVIDIA's strongly performing investment portfolio.

Essential component of the AI hardware cycle; noted for high volatility.

Noted as part of the optical computing theme replacing electrical signals with light.

Added to the S&P 500 index.

Received a $2 billion strategic investment from NVIDIA focusing on photonics and optics.

Critical partner for NVIDIA; provides hardware that addresses the power-saving 'choke point' in AI profitability.

Hardware provider solving the power/electricity bottleneck in AI data centers through specialized switches.