Data Center Infrastructure
Fabrinet
Fabrinet is a Thailand-based, high-mix low-volume contract manufacturer providing optical and electro-mechanical manufacturing services for complex, precision products, historically for optical-networking customers like Cisco and Lumentum and now increasingly for NVIDIA's AI data center optical components. Q3 fiscal 2026 revenue hit a record $1.214 billion, up 39% year-over-year, with Optical Communications revenue of $889 million (+35%) and Data Center Interconnect revenue of $197 million (+90%), reflecting surging demand for AI-driven data center infrastructure.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 69% avg. source confidence
- Yahoo Finance — Fabrinet becomes a quiet winner in the AI optics buildout68% source confidence
- Fabrinet Form 10-K (FY2025), SEC EDGAR — Fabrinet's FY2025 10-K discloses NVIDIA at 27.6% of revenue, down from 35.1% in FY202482% source confidence
- GlobeNewswire — Fabrinet Announces Third Quarter Fiscal Year 2026 Financial Results58% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Fabrinet depends on below, and who depends on Fabrinet above — click any node to make it the new center, 2 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.