data-center-connectivity
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Rafik Ward and the Strategy of Light
Before AI made optics fashionable, Rafik Ward had already spent two decades translating tiny components into big strategic bets. At Lumentum, he is now helping decide where light goes next.
Lumentum
The AI boom has a plumbing problem: copper cannot carry every conversation between millions of chips. Lumentum is turning light into the scarce infrastructure layer - one laser, transceiver and microscopic mirror at a time.
Proficium, Inc.
Proficium is a Union City, California optical connectivity company that designs, manufactures, and tests the cables and transceivers that move data inside hyperscale and AI data centers. Founded in 2003 by Dan Miranda, it supplies OEM-compatible optical transceivers (400G, 800G, and 1.6Tb/s), DAC/ACC/AOC copper and optical cables, fiber assemblies, and InfiniBand interconnects validated against gear from Arista, Cisco, NVIDIA, and Juniper. An early mover in AI/ML cluster networking since 2019, the company was acquired by private equity firm Mill Point Capital in 2024 to scale with surging data center demand.
TeraHop
TeraHop is an optical solutions provider building high-speed optical transceivers and modules for AI clusters and data centers. Operating from Singapore, San Jose, Thailand and a new Texas plant, it ships 400G, 800G, 1.6T and emerging 12.8T-class optics. As the international-facing arm of Zhongji InnoLight - the world's largest optical-transceiver maker - TeraHop pairs high-volume manufacturing with R&D partnerships across NVIDIA, Marvell and Corning, and in 2025-2026 raised roughly US$517M with backing from Abu Dhabi's ADIA and Singapore's Temasek.