OPTICS TERMINAL
The AI build-out has a new bottleneck: optics.
Track who has 800G and 1.6T supply today, whose capacity relief arrives next, who holds pricing power through the shortage, and how the market prices each name's optics exposure.
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AI-OPTICS REVENUE BY COMPANYlatest reported quarter · $M · mixed fiscal calendars
OPTICS GROWTH RATEYoY % · basis varies by company (see ledger)
REVENUE BEHIND THE SHORTAGEAI-optics $/qtr by supply state · disclosed bases only
GUIDES & TARGETSforward optics guidance, as stated
MASTER OPTICS LEDGER
☄ OPTICS WIRE — VERIFIED AI-OPTICS NEWS
Curated by the WTCH research agent. Every item is fact-checked against at least two independent sources before it ships; unverifiable stories are killed. Impact tags are editorial judgment, not investment advice.
COUNTERPARTY EXPOSUREdisclosed agreements & relationships by customer
AGREEMENT MIXby type
SUPPLY AGREEMENTS, INVESTMENTS & DESIGN WINS
LEAD TIMES & PRICING COMMENTARYmanagement language, latest calls
800G / 1.6T / CPO READINESS MATRIXstatus per company · click a ticker for the brief
WHO SHIPS WHAT TODAYcount of companies by stage
CPO WATCHco-packaged optics positioning
CAPACITY-RELIEF TIMELINEwhen new optics supply arrives · color = status
ALL DISCLOSED EXPANSIONS
AI-OPTICS REVENUE$M latest quarter
BASKET PROFILEnormalized 0-100 vs peak of selection
AI-OPTICS REVENUE LEAGUElatest quarter $M · proxy-segment names marked ◌
GROWTH RANKYoY % on each company's optics basis
OPTICS EXPOSURE RANKAI-optics % of total revenue
OPTICS EXPOSURE vs MARKET CAPbubble = AI-optics $M/qtr · x log
MARKET CAP PER $ OF OPTICS REVENUEmkt cap ÷ annualized AI-optics revenue · lower = cheaper on optics
VALUATION LEDGER