AI infra market analysis: Photonics surge 4.75%, Lumentum capacity sold out, Nvidia touts CPO efficiency
demian_ai · x · 2026-08-19
A weekly mapping of 139 listed AI infrastructure companies shows the balanced basket gained over 5% last week versus 0.36% for the S&P 500. 15 of 16 baskets are positive over the past month.
Key Market Signals:
- Nvidia: Claims CPO (Co-Packaged Optics) uses four times fewer lasers per switch.
- Lumentum ($LITE): Pump-laser capacity is effectively sold out, with shipments expected to grow roughly fourfold.
- Lumentum Earnings: Reported $1B revenue, 50% non-GAAP gross margin, and guided next quarter to $1.275B.
- Photonics Sector: Gained 4.75% with 17 of 19 names higher, yet Coherent ($COHR) fell 14.06% as investors digested the news.
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