Amazon (AMZN.O) will make multiple immediate investment commitments in Montgomery County, Missouri, as part of its Missouri data-center investment plan.

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Morgan Stanley says expanding AI cluster scale and exponential GPU-to-GPU data transfer will drive a rapid surge in optical-module demand. Upgrades from 400G to 800G, 1.6T and 3.2T will require higher-spec PCB materials, more layers and advanced manufacturing, substantially raising per-board value. The bank forecasts the global AI optical-module PCB market rising from $620m in 2025 to $3.77bn by 2028 — a three-year CAGR of about 83%, versus roughly 60% CAGR for optical modules over the same period. It projects AI optical-module shipments of 73.0m, 141.0m and 158.0m units in 2026–28, and estimates 1.6T module shipments will grow at ~60% three-year CAGR, while the PCB segment expands ~83%.