By CMC Markets
Publication Date: 2026-03-03 00:00:00
As investors increasingly monitor the ongoing artificial intelligence (AI) boom, investors are seeking reassurance that data center buildouts, copper-to-optical network transitions, and U.S. government broadband programs continue to support growth.
Dycom Industries (DY) is looking to expand its data center footprint after acquiring a power solutions company. Ciena (CIEN) needs to back up its high valuation with strong growth and order trends, while Broadcom (AVGO) is expected to provide clarity on AI chip demand and any production constraints at semiconductor foundries. Ahead of earnings, OPTO takes a closer look at the outlook for these stocks and the broader telecom space.
Industry talk: copper to optics
The push for low latency and faster data transmission within and between data centers is forcing structural change in the telecommunications infrastructure sector. Copper cables are being replaced by fiber optics. Experts describe it as replacing “electrons with photons” to transmit data using…
