Jun. 3 at 2:56 PM
10 key data center stocks to watch at Computex 2026.(2)
$AAOI
Optical networking components, lasers, transceivers, powering data centers and telecom
$AOSL
Power semis, MOSFETs, gate drivers, for consumer electronics and EVs. Efficiency meets scale
$POWI
Energy-efficient power conversion ICs for appliances, IoT, industrial. Big cost and heat savings
$GLW
Corning plus Nvidia equals AI fiber backbone. US capacity 10 times larger, locking supply for AI factories
$ANET
800G and 1.6T switches. Open Ethernet over Fiber captures AI cluster upgrades
This is the infrastructure quietly running the AI boom. Optics, power, fiber, networking. Watch closely