Huang’s optics verdict sparks a rally in AI optical stocks

NVIDIA CEO Jensen Huang used Marvell’s Computex keynote to champion a copper-to-optics strategy for AI data centers—use copper where possible, then scale with optics to meet GPU-to-GPU traffic needs. The comments helped lift optical-interconnect names (Coherent, Lumentum, Corning, Marvell, Ciena) as investors expect a rapid shift to photonics in AI infrastructure, backed by Nvidia’s multi‑billion‑dollar photonics investments and bullish Bank of America price targets for related stocks.