Main revenue sources: 1) Datacenter & Communications (~75%): high-speed optical transceivers (800G/1.6T), optical circuit switch (OCS) systems, DCI/telecom (ZR/ZR+, transport). AI contributes directly—driven by AI data center buildouts; NVIDIA CPO partnership and LTAs underscore AI linkage. 2) Industrial: lasers/materials for industrial uses; currently softer but includes emerging AI data center thermal solutions (Thermadite, thermoelectric generators) ramping in 2027. Overall, revenue growth, backlog, and capacity expansion (6-inch indium phosphide) are centered on AI networking infrastructure.