Nvidia's CEO hails AI optics boom — ride the momentum on Lumentum and Coherent
Nvidia's CEO Jensen Huang praised optical-component makers on stage at Computex, calling them essential to the AI buildout. Stocks like Lumentum and Coherent rocketed higher as investors realized these companies supply the hardware that connects AI data centers together.
Idea
When the most influential voice in AI singles out a supply-chain category, it tends to attract sustained buying — not just a one-day pop. Optical components are the physical links that let AI servers talk to each other at high speed, and demand scales directly with the number of AI data centers being built. Jensen Huang's public endorsement mirrors the pattern that previously kicked off multi-week runs in memory-chip stocks. Lumentum and Coherent are the two purest publicly traded plays on this specific theme, and both are still well below their prior peaks, leaving room for further upside.