BofA now estimates the AI networking market to grow from $95.6B in 2026 → $394B in 2030.

• Optical: $15B → $111B • CPO: $0 → $14.1B • NPO: $0 → $10.7B bullish for $LITE, $COHR, $MRVL, $MAAS, $CRDO, $ALAB, $AVGO.

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u/unnatural_recurrence 1 6 hours ago

Those growth numbers are wild but BofA has been throwing out some pretty aggressive long term calls lately, I would take the 2030 figure with grain of salt. That said the optical jump alone makes the thesis interesting if even half of it materializes