LITE 4Q25: At the Center of the Optical Communications Revolution, Deeply Aligned with Both Google and Nvidia

We have been frequently discussing TPU and TPU Names since last September, and we released a LITE report in early November last year. In the past two months, we have spent a lot of time discussing how InP and AXTI have no impact on LITE's performance, and that we don't need to worry about its capacity constraints.