2026– date –
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HyperLight Secures $80 Million Series C Funding Led by MediaTek to Accelerate Thin-Film Lithium Niobate PIC Manufacturing for AI Infrastructure
Business Wire USA Overview HyperLight announced an $80 million Series C funding round led by MediaTek to accelerate the deployment of its thin-film lithium niobate (TFLN) photonic integrated circuit (PIC) platform for AI infrastructure. ... -
Lumentum Stock Surges Amid Strong Optical Networking Demand; McKinsey Forecasts 800G and 1.6T Transceiver Shortages to Boost Margins
Intellectia AI USA Overview Lumentum is experiencing strong demand for optical networking components, driven by a projected 9x increase in demand for AI optical components over the next two years. McKinsey predicts significant supply sho... -
Nokia Powers Southeast Asia’s AI Future with 30 Tbps MCT Subsea Cable Upgrade
[News/Blog] フィンランド Overview Nokia has been selected by Symphony Communication to significantly upgrade the Malaysia-Cambodia-Thailand (MCT) subsea cable system. This project will integrate Nokia's sixth-generation Photonic Service ... -
Nokia Accelerates Autonomous Optical Networks with Advanced Agentic AI
Nokia フィンランド Overview Nokia is significantly upgrading its autonomous networks portfolio, integrating advanced agentic AI capabilities to streamline operations and enhance network performance. A key development is the WaveSuite age... -
Nokia Announces Major 10x Expansion of U.S. Semiconductor Advanced Test and Packaging Capacity in Pennsylvania to Bolster AI Growth
I-Connect007 USA Overview Nokia is significantly expanding its advanced test and packaging (ATP) operations in Allentown, Pennsylvania, to boost domestic production of optical networking technologies for scalable AI infrastructure. This ... -
Ciena Develops 3.2 Tbps Optical Networking Technology for NVIDIA’s AI Platform, Accelerating Commercialization
The Elec South Korea Overview Ciena is actively developing next-generation 3.2 Tbps coherent optical networking technology to meet the escalating bandwidth requirements for inter-data center connectivity, accelerated by AI infrastructure... -
Ayar Labs Joins NVIDIA NVLink Fusion Ecosystem to Deploy Co-Packaged Optics in Rack-Scale AI Infrastructure
Forge Global USA Overview Ayar Labs, an optical I/O data platform, announced its participation in NVIDIA's NVLink Fusion ecosystem in June 2026 to bring Co-Packaged Optics (CPO) technology to rack-scale AI infrastructure. The company aim... -
Quandela Validates Ultra-Low Latency Photonic QPU Integration with NVIDIA GPU Infrastructure via NVQLink
Quantum Computing Report France Overview Quandela has validated the ultra-low latency integration of its photonic Quantum Processing Unit (QPU) with NVIDIA's NVQLink infrastructure, establishing a real-time hybrid computing pipeline wher... -
Coherent and NVIDIA Scale Data Center Connectivity: Texas InP Fab Quadruples Wafer Production with $2B NVIDIA Investment
[News/Blog] USA Overview Coherent is expanding its indium phosphide (InP) wafer fab in Sherman, Texas, with a major $2 billion investment from NVIDIA to quadruple wafer production capacity and secure supply for AI infrastructure. This ex... -
Qatar Investment Authority Fuels HyperLight’s $80M Round, Accelerating Thin-Film Lithium Niobate PICs for AI Data Centers
Middle East AI News カタール Overview The Qatar Investment Authority (QIA) has participated in HyperLight's $80 million Series C funding round, strategically investing in its thin-film lithium niobate (TFLN) photonic integrated circuit (...
