2026– date –
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Business Trends
NTT’s IOWN AI Fund Makes Inaugural Investment in iPronics for AI Data Center Programmable Optical Networking
The Fast Mode Japan Overview NTT's IOWN AI Fund has made its first investment in iPronics, a developer of programmable optical networking technology for AI data centers. iPronics' silicon photonics-based platform dynamically reconfigures... -
New Technology
Tower Semiconductor and NewPhotonics Initiate High-Volume Shipments of Laser-Integrated PICs for 800G/1.6T AI Interconnect
Unite.AI USA Overview Tower Semiconductor and NewPhotonics have commenced high-volume shipments of laser-integrated optical engine Photonic Integrated Circuits (PICs) for AI interconnect applications, supporting 800G to 1.6T data rates. ... -
New Technology
GIGALIGHT Unveils 18W Ultra-Low Power 1.6T AI Interconnect at ECOC 2026, Signaling Independence from Liquid Cooling
GIGALIGHT Press Releases China Overview GIGALIGHT showcased a hybrid technology at ECOC 2026 for 1.6T AI interconnects, achieving a significantly reduced power consumption of 18W compared to mainstream 3nm full-DSP solutions. This innova... -
Market Trends
Co-Packaged Optics (CPO) Nears Mass Production: Interfaces, Yield, and Maintainability Emerge as Next Key Challenges
DIGITIMES Taiwan Overview As AI computing bandwidth demands escalate, optical interconnect architectures are shifting from pluggable optical modules to near-packaged optics (NPO) and co-packaged optics (CPO), moving closer to mass produc... -
New Technology
AI Infrastructure Startups Drive Optical Interconnect Breakthroughs Beyond Copper Limits: Ayar Labs, Lightmatter, and HyperLight Lead Innovation
New Market Pitch USA Overview Leading AI infrastructure startups, including Ayar Labs, Lightmatter, and HyperLight, are advancing optical interconnect technologies to overcome the limitations of copper cabling. Ayar Labs is expanding pro... -
Market Trends
Ayar Labs Secures Additional $150M, Totaling $650M for 2026, to Scale Co-Packaged Optics (CPO) for AI Infrastructure
Converge Digest USA Overview Ayar Labs has raised an additional $150 million, bringing its total 2026 funding to $650 million, to expand manufacturing capacity for co-packaged optics (CPO) targeting AI scale-up infrastructure. The compan... -
Market Trends
Silicon Photonics Dominates 1.6T Optical Transceivers, Targeted for Broad AI Data Center Deployment by 2026
AICP Light USA Overview Silicon photonics is rapidly becoming the leading technology for 1.6T transceiver optics, enabling higher per-lane data rates and improved power efficiency through CMOS-compatible manufacturing. The optical commun... -
New Technology
AI Unravels Interphase Design Mechanisms to Boost Lithium-ion Battery Performance in LLNL Study
Mirage News USA Overview A Lawrence Livermore National Laboratory (LLNL) study has leveraged AI to elucidate the design mechanisms of the ultrathin interphase layer critical for lithium-ion battery performance and durability. By training... -
New Technology
North Carolina State University Team Automates Catalyst Discovery with Chemspeed Autonomous Lab, Significantly Enhancing Propylene Hydroformylation Performance
Chemspeed Switzerland Overview A research team from North Carolina State University, UNC Chapel Hill, and Eastman Chemical Company has developed a closed-loop autonomous platform based on Chemspeed automation systems and software, fully ... -
New Technology
Physics-Informed Graph Neural Network Unlocks Heterogeneous Solid Mechanics: Modeling Deformation and Crack Propagation Without Extensive Data
arXiv Unknown Overview A novel Physics-Informed Graph Neural Network (PI-GNN) has been developed, successfully modeling deformation and crack propagation in heterogeneous solid mechanics with high accuracy. Operating on conforming mesh g...