Nvidia's strong earnings set off a rally in Taiwan's AI supply chain, good news for holders of optical and high-speed data transfer stocks.

• Nvidia's quarterly sales doubled from a year ago, with data center sales up even more, showing AI spending is still booming.
• Money is rotating out of pure chip plays and into the parts that move data around: optical parts, high-speed links, and co-packaged optics.
• Nvidia starting mass production of its silicon photonics switch put those technologies squarely in the spotlight.
• Largan Precision jumped the daily limit two days running to a record high, becoming Taiwan's third most expensive stock, and optical supplier LandMark signed a four-year supply deal with a big US customer while buying new equipment.
• The active ETF 00410A, which holds a mix of optical, server, cooling, and chip names including TSMC, led all active ETFs with a 3.9% gain.

Outlook: As AI data centers keep expanding, the race is shifting from raw computing power to how fast data can move, and these suppliers look set to stay in favor.