According to CoinMeta, Serenity indicates that NVIDIA and Jensen Huang have been releasing signals about future industry trends in advance, which are often overlooked by the market before these trends actually emerge. In 2025, when NVIDIA secured EML and laser production capacity, the market questioned the photonics sector. Subsequently, Lite rose by 678%, and AAOI rose by 475.12%. In 2026, NVIDIA secured long-term agreements for CW continuous-wave lasers and EML production capacity, driving the transition to an 800V power architecture, and emphasized that co-packaged optics (CPO) and Physical AI would become important trends.