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During the AI boom, investors have fixated on flashy chip designers and massive data-center builders. Yet the real AI enablers frequently sit one layer deeper — in the specialized materials that make high-speed optical connections possible.
As data centers demand ever-faster photonics to handle exploding AI workloads, companies supplying critical substrates like indium phosphide (InP) find themselves in the spotlight. The question that smart investors should ask: Can a small player like AXT (AXTI) turn this tailwind into sustainable gains, or is the surge pure hype?
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