Strategic deal with NVIDIA to provide essential fiber optics for AI data center networking.

Partnered with NVIDIA to focus on optical glass/fiber for data centers.

Up 100% on the year as a key winner solving AI infrastructure bottlenecks.

Supplies essential fiber optics required for expanding data center connectivity.

Critical provider of optical fibers required for the physical infrastructure of AI data centers.

Stock surged 11% based on the AI fiber and optics narrative.

Critical physical infrastructure play; booked out for years due to global fiber optic connectivity shortages for data centers.

Surging demand for fiber optic connectivity in data centers; company is booked out for years, providing high revenue visibility.

Mentioned positively in the context of its deal with Meta for optical fiber, positioning it as a key supplier for the physical AI infrastructure build-out.

Stock was up 4%, benefiting from the positive trend and strong demand for data center and AI infrastructure plays.