August 2026– date –
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USI Reports Optical Transceivers Evolving to 800G/1.6T and Eyeing 3.2T to Alleviate AI Cluster Data Bottlenecks
USI Taiwan Overview USI reports rapid advancement in optical transceiver technology, moving from 100G and 400G to readily available 800G and 1.6T solutions, with 3.2T speeds on the horizon, to address data transfer bottlenecks in AI clus... -
Sumitomo Electric Raises Full-Year Profit Forecast on Surging AI Data Center Optics Demand, Q1 Operating Profit Jumps 61%
Bloomberg Japan Overview Sumitomo Electric Industries has revised its full-year sales and profit targets upwards, driven by a significant increase in demand for optical wiring equipment and devices for data centers, fueled by the rapidly... -
Thin-Film Lithium Niobate Modulators Emerge as Core Technology for Next-Gen Photonic Systems, Delivering Ultra-High Bandwidth and Low Power Consumption
Liobate International Overview Thin-film Lithium Niobate (TFLN) modulators are establishing themselves as a critical component for next-generation high-speed and high-efficiency photonic systems, addressing the escalating demand for fast... -
Ayar Labs’ UCIe-Compatible ‘TeraPHY’ Optical I/O Engine Extends AI Scale-Up Beyond the Rack, Strengthening Ecosystem Partnerships
TechArena Forum USA Overview Ayar Labs announced its "TeraPHY" optical I/O engine, built on silicon photonics and standard CMOS, connects via a UCIe-based electrical interface to enable AI scale-up beyond single-rack constraints. The com... -
Marvell Technology Enters S&P 500, Stock Triples in 2026 as Data Center Business Drives 76% of Revenue, Led by AI Optical Modules and 51.2T Ethernet Switches
Investing.com AU Australia Overview Marvell Technology has been added to the S&P 500 index, with its stock nearly tripling in 2026, demonstrating rapid growth fueled by AI infrastructure investments. The company reported that 76% of ... -
Arista Networks Achieves First Quarterly Revenue Over $3 Billion, Forecasts $12.6 Billion for 2026 with 40% Growth, and Advances Open CPO Strategy
Seeking Alpha USA Overview Arista Networks reported its first-ever quarterly revenue exceeding $3 billion, projecting $12.6 billion for 2026 with 40% growth, driven by sustained AI networking demand and improving supply chains. The compa... -
CoreWeave to Construct Three AI Data Centers in Indonesia by 2028, Expanding into APAC Market and Driving AI Storage Demand
Converge Digest USA Overview CoreWeave announced plans to build three AI data center facilities in Indonesia by 2028, marking its first expansion into the Asia-Pacific region. This initiative will add a total of 360MW of IT load capacity... -
Lightmatter and Qualcomm Collaborate to Develop 1.6 Tbps/Fiber CPO Chiplet, Resolving AI Training’s Electrical Bottleneck
alchedek USA Overview Lightmatter, in strategic collaboration with Qualcomm Technologies, has achieved 1.6 Tbps/fiber unidirectional throughput with its Passage L-Series Co-Packaged Optics (CPO) chiplet. This breakthrough chiplet leverag... -
AI Photonic Interconnect Startup Lumilens Raises Over $700 Million in Series C to Accelerate Chip-to-Chip Data Transfer for AI
Wowtale USA Overview Lumilens, an AI photonic interconnect startup, successfully closed a Series C funding round with over $700 million, accelerating its development of advanced optical connectivity solutions for faster and more efficien... -
NVIDIA Commits Over $15 Billion in Strategic Investments to Lumentum, Marvell, Coherent, and Corning to Secure and Expand Photonics Supply Chain for AI Infrastructure
HRM Outlook USA Overview In 2026, NVIDIA strategically invested over $15 billion across seven companies, including Lumentum, Marvell Technology, Coherent, and Corning, to secure and expand the critical photonics and optical interconnect ...
