The Speed of Light: 5 Stocks Powering AI’s Optical Future
MarketBeat highlights NVIDIA’s broader photonics investment and says the global photonics market is about $1.25T, growing mid-single digits through the next decade, with silicon photonics rising ~30% annually. It profiles Aeluma (NASDAQ: ALMU), citing quantum-dot lasers and a manufacturing method that grows optical-quality substrate on silicon. The article notes Aeluma is pre-revenue, seeks data-center/defense partnerships for design wins and prototype certifications, and targets production and

