Futurum Equities’ Chief Market Strategist Shay Boloor is betting beyond the standard semiconductor chips and focusing on infrastructure, calling Applied Optoelectronics Inc. (NASDAQ:AAOI) an essential “plumbing” of AI data centers, making it a critical hardware play as networks scale.

The Infrastructure Shift

Appearing on Fox Business, Boloor deconstructed the massive hardware demands required to keep up with next-generation AI workloads. While chip giants capture major headlines, the physical networks connecting these processors face an immense data transmission challenge.

Boloor highlighted that traditional hardware setups are no longer sufficient. “The reason I own $AAOI is because it builds the optical connectivity that lets AI chips move data across data centers,” Boloor explained, shifting the spotlight from chip manufacturing to high-speed optical hardware.

The reason I own $AAOI is because it builds the optical connectivity that lets AI chips move data across data centers.As AI scales toward 500K+ GPU factories, copper becomes the bottleneck & optics become plumbing that moves data fast enough for training & inference to work. pic.twitter.com/uzbSdRItsy

— Shay ...