High-speed optical interconnect is moving into the 1.6T tier on a live commercial timeline. A single order of this "hyperscale" (pardon the pun), with shipments running through Q4, converts what was a roadmap item into contractual revenue. Suppliers able to deliver at 800G and 1.6T simultaneously look advantaged - it is reasonable to expect networking spend to accelerate into the second half of the year.
The watchpoint is execution: whether shipments begin in early Q3 as guided and whether the stated production target of over 500,000 combined units per month is reached by year-end. Separately, TSMC is absorbing reallocated capacity toward the Vera Rubin platform, tightening the broader manufacturing environment.