SUNNY OPTICAL (02382) saw its stock price rise more than 6% during the trading session. As of the latest update, the gain was 5.5%, with the stock trading at HK$66.2 and a turnover of HK$497 million. On the news front, a research report from Guosheng Securities pointed out that Microsoft, Google, Amazon, and META continue to experience rapid growth in their core businesses and AI operations, leading to an upward revision of capital expenditure forecasts for 2026. Traditional data centers are undergoing a rapid iteration in optical connection transmission speeds, progressing from 400G and 800G towards 1.6T and 3.2T. Concurrently, the ratio of optical modules to XPUs is steadily expanding. Future clusters composed of hundreds of thousands or even millions of XPUs may require five hundred thousand or ten million optical modules respectively, achieving ratios of 1:5 and 1:10. This indicates that optical interconnect is set to encounter significant growth opportunities, becoming a crucial force supporting the development of cutting-edge technologies like AI. Public information shows that SUNNY OPTICAL previously established a joint venture with Kunyou Optoelectronics (Sunny Aura Semiconductor Optics), focusing on the research, development, and promotion of products such as wafer-level optical chips and high-speed optical links for optical communication. Leveraging its accumulated expertise in nano-level ultra-precision manufacturing and million-level yield control from the mobile phone lens sector, SUNNY OPTICAL is applying these capabilities to the optical communication field to address core challenges in optical path alignment and coupling within silicon photonics technology. The company's products have already been sent for sampling and validation to leading domestic optical module manufacturers (such as Zhongji Innolight, TFC Optical Communication, and Accelink Technologies) as well as top-tier overseas clients (including NVIDIA and Broadcom).