4991.TWO in “AI Data Centers Go Optical”
GCS Holdings, Inc.
GCS is a compound-semiconductor foundry producing indium-phosphide and gallium-arsenide devices used in optical communication lasers and detectors.
4991.TWO impact map — “AI Data Centers Go Optical”
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Aug 27, 2025 – Aug 28, 2026 · 245 sessions
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Full story
AI Data Centers Go Optical
Scaling AI clusters now depends on photons moving data faster than copper can.
BULL side — GCS is a compound-semiconductor foundry producing indium-phosphide and gallium-arsenide devices used in optical communication lasers and detectors.
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