800G and 1.6T optical interconnect is a mapped technology theme inside Physical AI, connected to Autonomy Software, Fleet Platforms & End Markets, Connectivity, RF & Positioning, Edge Compute & Control Silicon. Daily PXS tracks the public companies supplying this bottleneck and links each ticker to its current research state.
800G and 1.6T optical interconnect stocks and research
800G and 1.6T optical interconnect is a mapped technology theme inside Physical AI, connected to Autonomy Software, Fleet Platforms & End Markets, Connectivity, RF & Positioning, Edge Compute & Control Silicon. Daily PXS tracks the public companies supplying this bottleneck and links each ticker to its current research state.
Physical AI turns intelligence into real-world action. Technologies that constrain compute, power, sensing, connectivity, manufacturing or movement can become public-market bottlenecks as deployment scales.
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Mapped companies
Current research snapshot for tickers mapped to this technology.
AAOIApplied Optoelectronics800G and 1.6T optical interconnect | InP substrates
Physical AI
Perception & Sensing
WATCH●●○○○
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—Research target
6/26/26Last reviewed
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ANETArista Networks800G and 1.6T optical interconnect
Physical AI
Connectivity, RF & Positioning
ACCUMULATE●●●●○
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$210.00Research target
7/3/26Last reviewed
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AVGOBroadcomGAA and backside power delivery | 800G and 1.6T optical interconnect
Physical AI
Edge Compute & Control Silicon
HOLD●●●●○
●●●●○
$550.00Research target
6/15/26Last reviewed
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CLSCelestica800G and 1.6T optical interconnect
Physical AI
Edge Compute & Control Silicon
HOLD●●●○○
●●●○○
$430.00Research target
6/15/26Last reviewed
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COHRCoherent Corp800G and 1.6T optical interconnect | InP substrates
Physical AI
Perception & Sensing
HOLD●●●○○
●●●○○
450Research target
7/3/26Last reviewed
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CSCOCisco Systems Inc800G and 1.6T optical interconnect
Physical AI
Connectivity, RF & Positioning
WATCH●●●○○
●●●○○
$145.84Research target
6/25/26Last reviewed
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JBLJabil800G and 1.6T optical interconnect
Physical AI
Autonomy Software, Fleet Platforms & End Markets
HALF-TRIM●●●○○
●●●○○
$440.00Research target
7/3/26Last reviewed
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LITELumentum Holdings IncInP substrates | 800G and 1.6T optical interconnect
Physical AI
Connectivity, RF & Positioning
TRIM●●●●●
●●●●●
1050Research target
6/16/26Last reviewed
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MRVLMarvell TechnologyGAA and backside power delivery | 800G and 1.6T optical interconnect
Physical AI
Edge Compute & Control Silicon
WATCH●●●○○
●●●○○
$360.00Research target
7/3/26Last reviewed
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MXLMAXLINEAR, INC"800G and 1.6T optical interconnect"
Physical AI
Edge Compute & Control Silicon
WATCH●●●○○
●●●○○
$117.66Research target
7/2/26Last reviewed
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SMTCSemtech Corporation800G and 1.6T optical interconnect | LoRaWAN / LPWAN connectivity
Physical AI
Connectivity, RF & PositioningEdge Compute & Control Silicon
ACCUMULATE●●●●○
●●●●○
$213.17Research target
7/3/26Last reviewed
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Technology questions
Quick context for searchers, readers and AI answer engines.
What is 800G and 1.6T optical interconnect?
800G and 1.6T optical interconnect is a mapped technology theme inside Physical AI, connected to Autonomy Software, Fleet Platforms & End Markets, Connectivity, RF & Positioning, Edge Compute & Control Silicon. Daily PXS tracks the public companies supplying this bottleneck and links each ticker to its current research state.
Which universe and layer is 800G and 1.6T optical interconnect mapped to?
800G and 1.6T optical interconnect is mapped to Physical AI across Autonomy Software, Fleet Platforms & End Markets, Connectivity, RF & Positioning, Edge Compute & Control Silicon, Perception & Sensing.
Which public companies are mapped to 800G and 1.6T optical interconnect?
Daily PXS currently maps 11 public companies to 800G and 1.6T optical interconnect, including AAOI, ANET, AVGO, CLS, COHR, CSCO, JBL, LITE and others.