[AI infrastructure expansion accelerates, optical communication locks in high growth expectations] On October 22, SpaceX’s super-intelligence business’ third-quarter revenue increased more than 8 times year-on-year. Super Micro Computer (SMCI) expects revenue in the first quarter of fiscal year 2027 (as of September 30) to be significantly higher than analysts’ average expectations... The new quarterly results disclosed by North American technology giants show that the pace of global AI giants in data centers and computing infrastructure has not slowed down, but is accelerating across the board. Industry insiders believe that as the base of AI data centers and the core of optical communications, optical modules will directly benefit from the rapid expansion of new AI infrastructure; with technology iterations, 800G optical modules will become the mainstream of shipments, 1.6T optical module shipments will increase rapidly, and A-share optical module companies will continue to walk on the road of high performance growth. (Shanghai Securities News)