# Tianhong communication fund

Google’s Blowout Quarter Reinforces AI-Driven Demand for Optical Infrastructure — A Boost for China’s Communications Suppliers

Alphabet’s strong quarterly results — faster search growth, 48% cloud revenue expansion and improved cloud margins — confirm that generative AI is moving into scalable, profitable products. That momentum is driving massive investment in optical interconnects and datacentre infrastructure, benefiting specialised communications suppliers and reflected in strong returns for funds concentrated in optical‑equipment makers. The shift raises strategic supply‑chain and policy questions as co‑packaged optics and silicon photonics become central to AI scale‑up.