Over the past two years, AI investment has been highly concentrated in GPUs, large-model training, and cloud computing giants. As 2026 gets underway, market attention is shifting downward from the model layer to the physical infrastructure supporting AI operations—optical communications, data centers, computing power rentals, and semiconductor manufacturing equipment. This week (August 10–16), this thesis will face a concentrated round of earnings tests. Optical module leaders Lumentum Holdings

💖 Gate Social’s Qixi limited-edition Easter egg is live! Add a little sweetness to every post~
Heart rain and flower effects instantly bring the festive atmosphere to life—celebrate Qixi with us! 🥳
💫 Interact to unlock Qixi-exclusive features:
1️⃣ Post in the square: Any post triggers heart rain
2️⃣ Like in the square: Any like unlocks flower emojis
3️⃣ Livestream/community: Send “Qixi/🥰” to trigger hearts across the screen
4️⃣ Limited avatar: Equip a Qixi avatar accessory on your profile
👉️ Try it now: https://www.gate.com/post
Post, like, chat, and watch livestreams—celebrate Qixi together!
Note: Update the App to version v8.31.0 or above to experience the effects.