Aeva Technologies (NASDAQ: AEVA) reported better-than-expected Q2 2026 results, with revenue of $6.1 million, up from $5.5 million a year ago. The company also signed a Joint Development Agreement (JDA) with an optics provider to support a major hyperscaler's Near-Packaged Optics (NPO) solution. If successfully qualified, production is expected to begin in 2027 and scale significantly in 2028, with the potential to supply millions of units annually and generate hundreds of millions of dollars in annual revenue. Sector: LiDAR / AI Infrastructure Key Highlights 💰 Q2 revenue: $6.1 million, up from $5.5 million YoY 🤝 Signed a Joint Development Agreement (JDA) with an optics provider 🖥️ Supports a major hyperscaler's Near-Packaged Optics (NPO) solution 📅 Production could begin in 2027 and ramp significantly in 2028 🚀 Opportunity to supply millions of units annually, with potential for hundreds of millions of dollars in annual revenue Why It Matters The new optics partnership expands Aeva's opportunity beyond automotive LiDAR into AI data center infrastructure, creating a significant long-term revenue opportunity if the technology moves into commercial production. Read More: https://www.thinksabio.com/reports/isr/AEVA