5 Best Fiber Optics Stocks to Buy for the AI Data Center Boom

In this article, we will list the 5 Best Fiber Optics Stocks to Buy for the AI Data Center Boom. Please visit 10 Best Fiber Optics Stocks to Buy for the AI Data Center Boom if you’d like to see an extended list.

For this article, we screened companies with meaningful exposure to fiber optics, optical networking, optical components, high-speed interconnects, and related AI data center infrastructure. We then ranked the stocks by the number of hedge fund holders holding stakes in them as of Q1 2026.

5. Marvell Technology, Inc. (NASDAQ:MRVL)

Number of Hedge Fund Holders: 79

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the Best Fiber Optics Stocks to Buy for the AI Data Center Boom. On May 27, 2026, the company reported record first-quarter fiscal 2027 revenue of $2.42 billion, up 28% year over year, and guided second-quarter revenue to $2.7 billion at the midpoint. The stronger signal for this list was management’s AI connectivity commentary.

CEO Matt Murphy said Marvell was seeing “exceptional” AI-related bookings and raised its fiscal 2027 and fiscal 2028 revenue outlook, citing demand across 800G and 1.6T scale-out optics, high-capacity Ethernet switches, optical links placed closer to switching chips to improve bandwidth and power efficiency, data center interconnect modules, and custom AI accelerator-related silicon. That makes the quarter more than a broad semiconductor growth story. It shows Marvell’s fiber-optic and high-speed networking products sitting near the center of the AI data center bandwidth buildout, where latency, power use, and network scale increasingly shape spending.

Marvell Technology, Inc. (NASDAQ:MRVL) develops semiconductor solutions for data infrastructure markets. Its portfolio includes data center switches, optical modules, coherent and PAM DSPs, Ethernet controllers, PCIe retimers, custom ASICs, storage controllers, and other chips used across cloud, AI, carrier, and enterprise networks.