# Optics makers get a longer AI runway

By @StockSavvyShay on X · https://f.xyz/t/966a247d-7ec2-4ec8-97d8-16718d11ce5d

> Nvidia keeps pluggable optics alive, which gives optics suppliers a longer runway as AI networks grow.

**Result:** If held over the last 3 months (Jul 30, 2026 – Oct 29, 2026): −2.6%. Over the same days: S&P 500 +5.3%, Chip stocks +11.2%.

## What it holds

- **Optics suppliers** (100%, +5.3% over 3 months): AAOI (Applied Optoelectronics) −39.1%, COHR (Coherent) +10.2%, LITE (Lumentum) +46.1%

## The plan behind it

Shay Boloor wrote on 12 Oct that Nvidia and Cisco set a new pluggable optics standard, and Nvidia supports both pluggable and co-packaged optics. That gives suppliers like Applied Optoelectronics, Coherent and Lumentum a longer runway. This holds the three in equal parts.

> $NVDA and $CSCO just introduced a new pluggable optics standard supporting 400 Gb/s per lane and up to 6.4 Tb/s per module as AI networks demand faster connections.
> 
> Nvidia is supporting both pluggable and co-packaged optics rather than replacing one with the other giving suppliers like $AAOI, $COHR and $LITE a longer runway as AI networking scales.
> — @StockSavvyShay on X: https://x.com/StockSavvyShay/status/2109661544829325332

Picked by fxyz from @StockSavvyShay’s post.

**What would prove it wrong:** Co-packaged optics replace pluggable optics, or AI network spending slows.

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