New AI products are about to be released, with global Computing Power and optical module demand continuing to rise.

Open AI founder Sam Altman announced that a new product will be released on Monday morning, which is expected to once again draw the market's attention to AI. Although it is not GPT5 or a search engine, Sam stated that it will be a product of interest to people.

The overseas optical communication market continues to expand, presenting three major highlights:

1. 800G business acceleration: Coherent's Q3 financial report shows $200 million in 800G revenue, with expectations to exceed $250 million next quarter.

2. 800G market conditions continue to exceed expectations: customers have expanded from two to four, with a compound growth rate of 60% over the next five years.

3. 1.6T acceleration landing: Coherent and Lumentum both stated that they will start sending samples this year and will go into mass production next year.

Three major highlights reflect the sustainability of the industry's prosperity: 1.6T will further expand the market scale. Currently, the development speed of AI far exceeds Computing Power supply, and the market is still in short supply.

The development of AI has also driven a surge in demand for liquid cooling solutions. SMCI has already achieved the capacity for mass production of 100KW liquid cooling cabinets, marking the arrival of the "hundred-kilowatt" era for single cabinets. In the future, cooling may become a key factor limiting the computing power density of single cabinets, and the status of liquid cooling will be further elevated.

Overall, the global Computing Power and optical module demand continue to rise, and the industry's prosperity is expected to further improve. It is recommended to pay attention to investment opportunities in related industry chain companies.