• Kopin and Fabric.AI’s MicroLED-based optical interconnect technology could replace copper wiring in AI data centers, the company said.
• The company expects the jointly developed technology to be adopted by customers even outside defense and industrial applications.
• The company said its collaboration opens a multi-billion-dollar addressable market in AI hardware, specifically within U.S. Government and Department of War applications.

Shares of Kopin Corporation (KOPN) soared on Tuesday after the microdisplay maker provided positive commentary on the use cases for its technology in AI infrastructure and its advantages for the company, and reported first-quarter results in which revenue exceeded expectations.

At the time of writing, KOPN shares were up more than 11% and hit a five-year high.

AI Infrastructure Opportunity For KOPN

The company said its partnership with Fabric.AI to jointly develop a MicroLED-based optical interconnect technology presents an opportunity to replace copper wiring between GPUs and high-performance processors in AI data centers.

“The collaboration opens a multi-billion-dollar addressable market in AI hardware, specifically within U.S. Government and Department of War applications,” Kopin stated.

The company expects the jointly developed technology to be adopted by customers even outside defense and industrial applications, thereby positioning it as “a strategic enabler in the rapidly expanding AI hardware ecosystem.”

KOPN’s Q1 Print

For the first quarter, revenue was flat at $10.6 million but ahead of the Fiscal AI estimate of $10.2 million.

During the quarter, Kopin saw R&D expenses more than double to $4.9 million as it increased spending to develop ultra-bright, full-color MicroLED displays for ground-soldier augmented-reality applications.

What Does Retail Think About KOPN Stock?

On Stocktwits, retail sentiment turned ‘extremely bullish’ from ‘bullish’ amid ‘extremely high’ message volumes over the last 24 hours.

One user noted the current rally and called it a “strong action.”

Another user said they expect “great things” from the company in the current quarter.

KOPN stock has more than doubled in value so far this year and more than tripled over the past 12 months, outperforming the S&P 500.

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