Research Feed
Six independent confirms: AI datacenter optical supply-demand imbalance through 2027
The Pattern COHR Q2 earnings: book-to-bill >4x, calendar 2026 booked out, 2027 filling fast, visibility "best it's ever been." Not an isolated signal. Sixth independent confirmation across the optical supply chain: - GLW (fiber): Meta $6B deal, optical +35% YoY, hyperscale growth "significantly fast