Operational scaling is underway with a new contract manufacturing partnership capable of producing 20 Sonoma systems per month to meet anticipated demand spikes in late 2026.The win of a major new silicon photonics customer for hyperscale data center interconnects positions the company to benefit from the tripling of data center capacity expected by 2030.Management notes that many AI ASIC suppliers currently lack production burn-in processes, creating a massive greenfield opportunity as device complexity in ...