Serenity: NVIDIA and Jensen Huang's Industry Layout as a Leading Indicator of AI Trends

Serenity stated that NVIDIA and Jensen Huang have been signaling future industry trends in advance, but the market often overlooks these signals before the trends explode. In 2025, when NVIDIA secured EML and laser production capacity, the market questioned the photonics sector. Subsequently, LITE surged by 678%, and AAOI rose by 475.12%. In 2026, NVIDIA locked in continuous wave (CW) laser and EML production capacity through long-term agreements, driving the transition to 800V power architecture and emphasizing that co-packaged optics (CPO) and Physical AI will become significant trends.