US Stocks Move: Optical Communication Concept Stocks Surge, Marvell Technology Up Over 12%, Corning Up Over 7%
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Glonghui, July 30 — According to reports, Corning CEO and President Wendell P. Weeks stated in a recent conference call that demand for optical communication products is strong and orders are accelerating. If vertical scaling networks shift from the current all-copper cables to all-optical networks, "the total number of optical fibers per GPU would reach 160, which is ten times the amount in current horizontally scaled networks." However, the reality involves hybrid systems, and single-GPU optical fiber demand is expected to increase by 1.3 to 1.5 times by 2028.
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