Photonics: The Picks and Shovels Play Powering AI Infrastructure's Next Revenue Wave

Photonics infrastructure is emerging as the critical backbone for AI data centers, with companies like Corning, Coherent, Marvell, Lumentum, and MACOM ramping revenue rapidly. This episode breaks down the picks and shovels opportunity in silicon photonics and fiber optics-from Corning's ten-billion-dollar revenue target by 2030 to Coherent's two-billion-dollar NVIDIA partnership. We examine specific revenue growth rates, manufacturing capacity expansions, and why optical connectivity is solving the speed and heat bottlenecks copper can't handle. If you're looking for AI infrastructure plays beyond the chip makers, this is your roadmap to the companies enabling light-speed data transfer at scale.