Aeva (AEVA): 4D Lidar Bets on AI Data Centers | Aug 11, 2026
Aeva Technologies (NASDAQ: AEVA) sits on Layer 1 of the robotics stack — perception and sensing — with FMCW "4D" lidar that measures velocity as well as position for every pixel it sees. On August 5 the company reported Q2 2026 results and the stock soared: revenue of $6.1M beat estimates, gross margin turned positive for the first time, and Aeva announced a surprise new Optical Connectivity business bringing its laser-on-chip technology to AI data centers, with a joint development agreement already signed for a hyperscaler deployment targeting 2028. Elena and Theo walk through the bull case…
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