Lidar systems maker AEye shares surged 39.4% in premarket trading.

AEye's Q4 revenue nearly doubled sequentially, full-year revenue up 15%. The company said Q4 revenue growth was driven by a 40% expansion in its commercial pipeline and a 33% increase in revenue-generating customers.

Meanwhile, AEye said late Monday it is joining the Nvidia Halos AI Systems Inspection Lab, which is the first ANSI National Accreditation Board accredited lab in the world.

Joining the Nvidia lab shows its commitment to delivering safe, high-performance perception technology for automotive, transportation, and intelligent infrastructure applications, the company said.

AEye said it will collaborate within Nvidia's safety ecosystem to validate interoperability, safety processes, and system-level integration with Nvidia DRIVE platforms.

Optical communication stocks dropped in premarket trading. Lumentum and Coherent fell 4%; Corning and Ciena fell 3%.

Whether Nvidia will use copper or optical for its scale-up networking technology has been a recent topic of debate, and one that CEO Jensen Huang settled with just a few words on Monday.

"We're going to do both," Huang said during his keynote.

Nvidia's next-generation Feynman platform will scale up with both copper and co-packaged optics "for the first time," Huang noted.

Feynman will also include a language processing unit called LP40, and a new central processing unit called Rosa.