TIME INTERCON's stock soared 5.23% during intraday trading on Friday, reflecting strong investor interest in the optical communication sector.

The rally was primarily driven by a cluster of catalysts emerging from Google's AI supply chain, reinforcing the company's positioning as a key beneficiary of surging AI data center interconnection demand. Google recently disclosed that its first-party model API consumes over 10 billion tokens per minute, signaling structural growth in compute demand that is expected to significantly boost TPU procurement.

Industry data further supports the bullish outlook: shipments of 800G and above optical modules are projected to surge from 19.5% of total shipments to over 60%, with Google's TPU clusters alone requiring more than 6 million optical modules. Additionally, the anticipated rollout of next-generation TPU architectures is set to define the demand trajectory through the coming years.