Photon Capital(@PhotonCap):optics/AI infrastructure players LONG I never expected ECOC to become this widely discussed. Even when I started on X in 2025, I was surprised by the attention. This year, 2026, feels completely different. So many Substackers and people on X are now covering ECOC announcements and the companies behind them almost in real time. Optical networking and photonics are clearly no longer niche topics.

Photon Capital

@PhotonCap

Seeing tech through a different wavelength. Photonics & semiconductor research

Joined April 2025

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Photon Capital@PhotonCap

2026.09.24 06:26

optics/AI infrastructure players LONG I never expected ECOC to become this widely discussed. Even when I started on X in 2025, I was surprised by the attention. This year, 2026, feels completely different. So many Substackers and people on X are now covering ECOC announcements and the companies behind them almost in real time. Optical networking and photonics are clearly no longer niche topics.