Woofun AI reports that Serenity maintains AI computing power expansion will sustain optical communication demand, even if OpenAI network optimizations and Amazon's RNG architecture reduce per-XPU optical module requirements. Increased XPU deployments are expected to drive overall volume growth.

Regarding laser solutions, Serenity identifies VCSEL as a transitional technology for Near-Packaged Optics and short-distance interconnects. For long-term Co-Packaged Optics applications, Ultra-High Power Continuous Wave lasers are viewed as the preferred solution, aligning with Broadcom's public statements.