On September 1, Serenity announced via a social media post that GoPro ($GPRO) plans to merge with photonics firm Starman Optical to enter the 800G/1.6T optical module market for AI data centers. The news drove GoPro's share price up by more than 80%. Serenity, as reported by BlockBeats, said the move caught it off guard, noting that 'GoPro competing with AAOI was absolutely not on my radar.' The leap from action cameras to AI data center optical communications is surprising, Serenity said, and the market's reaction to the transformation plan has been strong. The post, published on September 1, 2026, underscores the unexpected crossover between consumer electronics and AI infrastructure. GoPro's stock surge followed the announcement, which pairs the company with Starman Optical in a bid to challenge AAOI in high-speed optical modules used in AI data centers.
GoPro's stock surged more than 80% after the action-camera maker said it plans to merge with Starman Optical, a photonics company, to move into the 800G/1.6T optical module market for AI data centers.
Serenity made the announcement on September 1. In a post cited by BlockBeats, Serenity said it had not expected GoPro to go up against AAOI. "GoPro competing with AAOI was absolutely not in my expectations," the post read.
Serenity described the crossover from action cameras to AI data center optical communications as surprising, adding that the market had reacted strongly to the transformation plan.
GoPro ($GPRO) shares climbed more than 80% following the news.
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