Sep. 20 at 11:52 PM
$SPY This week is European Conference on Optical Communication, and basically the entire AI-optics gang will be there.
COHR has a genuinely significant scheduled product reveal Monday at 12:30 p.m. ET. Its new PhotonLink integrated-optics platform, aimed specifically at next-generation AI data centers, CPO/NPO and high-bandwidth optical interconnects. CEO Jim Anderson and senior technical leadership are presenting it.
$COHR has presentations Monday through Thursday on AI interconnects, 1.6T+, co-packaged optics, scale-up/scale-out networking and data-center efficiency.
$LITE is also there, Sept. 21–23, with presentations on lasers for AI interconnects, silicon photonics, 800G/1.6T transmitters and scale-across AI networking.
$MRVL will be there too, with presentations Tuesday and Wednesday on next-generation coherent optics and scaling the networks behind AI factories.
That gives us a very obvious watch basket this week. Probably watch here at open for accumulation.
$QQQ
