3 High-Growth Unknowns in Photonics That Are Vital for AI

Glowing blue and orange light paths run through a photonics chip, symbolizing ultrafast AI data transmission. Key Points Three photonics companies have grown by at least 20% year-to-date, highlighting the potential for this technology to continue to play a pivotal role in AI applications. Lumentum and Coherent are pure-play photonics names that are on a rapid growth trajectory, though investors may hesitate based on valuation concerns. MKS Instruments offers a variety of components, tools, and services ...