Zhitong Finance App learned that on Thursday, optical communication concept stocks generally fell, Applied Optoelectronics (AAOI.US) fell more than 5%, Coherent (COHR.US) fell 4%, POET Technologies (POET.US) and Corning (GLW.US) fell more than 3%, MRVL.US (MRVL.US) and Nokia (NOK.US) fell nearly 3%, Lumentum (LITE.US) fell more than 2%, Credo Technology (CRDO.US) fell more than 1%.

According to the news, according to agency estimates, data centers across the US will face a net power gap of 32 GW from 2026 to 2028. The power gap in data centers may limit the expansion of supply chains such as ASICs, storage, and optical modules, and suppress production capacity growth expectations in the optical communications industry.

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