InP and SiPho join CMOS as critical technologies. Lasers, CPO and OCS will be everywhere (indium phosphide, silicon photonics, co-packaged optics, optical circuit switch). I spent several days at OFC (Optical Fiber Communications Conference) 2026 in LA. The crowds were huge and the enthusiasm intense. Long-time attendees noted the shift from telecom to data center AI in just a few years. Nvidia GT...