POPA ReconNetworking & Optics Landscape
Networking & Optics Landscape The fourth map in the series - and the layer where the AI buildout is most physically constrained. Compute doesn't scale without moving data, and right now the movers can't keep up: Coherent's InP lasers are sold out through 2027 with a 4x book-to-bill, Ciena's backlog hit a record $7B, and Lumentum guided 77% revenue growth for FY26. Nowhere else in the stack does demand outrun supply this hard. Top 7 Ecosystem: Alpha | X | Aggregator
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