Recently, Lumentum, a premier optical communication company in the United States, disclosed a notable uptick in demand for its optical communication components from major AI data centers across the country. The company anticipates that its production capacity will be fully utilized through 2028 within the forthcoming two quarters. Lumentum, which has garnered investment from NVIDIA, has witnessed its shares skyrocket by over 1,500% in the past year. Despite its relentless efforts (going all out) to ramp up production capacity, the company is still grappling with meeting the burgeoning market demand. Research institutions have pinpointed 2026 as a watershed year for AI optical interconnectivity, with 800G and 1.6T optical modules poised to fuel substantial growth. Concurrently, emerging optical interconnect technologies such as CPO, NPO, and OCS are on the verge of thriving. Optical interconnectivity will persist in infiltrating the computing connectivity landscape, fostering mutual benefits for all stakeholders within the industrial chain and unlocking even more expansive growth potential in the years ahead.