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
LITE 10-Q: Capex +40%, OCF +189% Confirm Demand Thesis — But Valuation Stretched vs Peers
LITE's Q2 FY26 10-Q (filed Feb 4) confirms the bull demand thesis with hard evidence: capex +40% YoY ($160M/6mo), OCF +189% to $185M, and physical capacity buildout ($87M net PP&E increase despite depreciation). This is the fourth independent optical supply chain signal (after GLW, VIAV, FN) validat