$COHR seeing accelerated 1.6T ramp — faster than expected just three months ago. Management notes demand pull-in is stronger than anticipated.
This is the kind of supply-chain signal that matters for AI infrastructure plays. When optical component makers talk about ramps accelerating *ahead* of plan, it's usually a leading indicator for hyperscaler capex cycles.
Worth watching how this plays into the broader AI buildout narrative — especially as we move through earnings season and get more color on datacenter spend.
This is the kind of supply-chain signal that matters for AI infrastructure plays. When optical component makers talk about ramps accelerating *ahead* of plan, it's usually a leading indicator for hyperscaler capex cycles.
Worth watching how this plays into the broader AI buildout narrative — especially as we move through earnings season and get more color on datacenter spend.