As optoelectronic integration moves toward commercialisation amid growing AI demand, 16 related Japanese and U.S. stocks, including Japanese companies, are attracting attention in the market. The spillover of hyperscalers' capital expenditure into communications equipment is also examined.
In response to growing demand for AI infrastructure, hyperscalers are directing their capital expenditure toward network equipment as well as servers. Alphabet, a major U.S. company, said at its earnings briefing for the April-June 2026 quarter that 60% of its technology infrastructure investment was spent on servers and 40% on data centers and network equipment.
Optoelectronic integration is attracting attention as a technology that uses optical signals to accelerate data transmission and overcome constraints related to power consumption and heat. One example of its commercialisation is the CPO (Co-Packaged Optics) approach, which converts optical and electrical signals within semiconductor packages. Plans also call for optical technology to be applied in data communications between CPUs and GPUs in the future.
Major U.S. semiconductor companies such as NVIDIA and Broadcom are entering the optoelectronic integration field, and 16 related Japanese and U.S. stocks have been identified as companies of interest. This has increased the focus on the role of optical technology as a new major investment battleground for building AI infrastructure and networks.