At Nvidia's (NVDA) 2026 GPU Technology Conference (GTC) in March, CEO Jensen Huang made one thing clear to the data center industry: copper is still going to matter in server racks for a while. His comment that copper remains important rattled optical component companies immediately, with Corning (GLW), Lumentum (LITE), Coherent (COHR), and Applied Optoelectronics (AAOI) all falling more than 3% on the news, while Ciena (CIEN) lost more than 1%. The move showed how much of the AI infrastructure trade had b ...