GlobalFoundries' gross margin hit a record, putting its optical networking business in the spotlight.

Crypto Briefing reported the record gross margin and described the company's shift toward optical networking and AI data centers as a change in the semiconductor industry landscape. The report did not specify the exact figure, the year-over-year change, or optical networking's share of revenue.

· What can be verified is the claim that gross margin hit a record and that optical networking became a focal point.
· The source does not break down the financial contribution from the shift toward AI data centers.

Would you look first at the year-over-year change in gross margin or optical networking's share of revenue?