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Optics and AI
The current build-out of AI data center infrastructure has prompted a surge in demand for optical transceivers, boosting the stock prices of Coherent, Lumentum, and Fabrinet. News of DeepSeek's apparently much cheaper approach to generative AI prompted a sharp sell-off, with all three companies dropping in value by around 20% on January 28. Image: ARPA-E.
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