AI infrastructure demand continues to heat up, and stocks in related sectors have risen after hearing the news. During the trading session, LITE’s gain reached 4.6%, while AAOI also followed with a rise of 3.4%, showing that the market’s expectations for the AI hardware sector are being raised continuously.

As large models iterate and AI applications are deployed, demand for underlying infrastructure such as computing power and optical modules will only increase and not decrease. The investment value of this industrial chain is worth continued attention.

$LITE $AAOI

#AI #AI infrastructure