2026– date –
-
Dongfeng Targets 2026 Solid-State Battery Mass Production, Promising 1,000 km Range and Robust Safety
CarsGuide / SMM / Gasgoo (複数情報源統合) China Overview Chinese automaker Dongfeng Motor plans to commence mass production of its proprietary oxide-polymer composite solid-state batteries by late 2026, promising New Energy Vehicles (NEV... -
Novel Material Overcomes Low-Energy Optical Modulation Barriers, Enhancing AI Scaling and Optical Networks
The Brighter Side News USA Overview Researchers have developed a novel material that enables low-energy optical signal modulation, overcoming a major barrier to AI scaling. This innovative material functions without requiring electric fi... -
NTT, SK Group, and Chunghwa Telecom Invest $500 Million in ‘IOWN AI Fund’ to Address AI Power Consumption Challenges
Telecoms Tech News UK Overview NTT, SK Group, and Chunghwa Telecom have established the $500 million 'IOWN AI Fund' to address the power consumption challenges in AI infrastructure, based on NTT's Innovative Optical and Wireless Network ... -
Data Gravity Analysis: AI Interconnects Shift from Copper to Optical, with NVIDIA Leading with CPO-Equipped Spectrum-X Switches
Data Gravity USA Overview Data Gravity's analysis indicates that frontier AI performance constraints are shifting from accelerator supply to interconnects, highlighting challenges in chip-to-chip, GPU-to-GPU, and rack-to-rack connectivit... -
Broadcom Advances Next-Gen 200 Terabit Switch Tapeout with 1.6T DSP and CPO Technology, Targeting $100 Billion in AI Revenue
Techstock01 | Substack USA Overview Broadcom is progressing with the tapeout of its next-generation 200 terabit switch, championing Co-Packaged Optics (CPO), 1.6 terabit DSPs, CW, and EML lasers as industry standards. The company is stra... -
NVIDIA CEO Jensen Huang Unveils ‘Copper-and-Optics Roadmap,’ Positioning CPO as Core AI Infrastructure by 2028
Futubull Community Hong Kong Overview NVIDIA CEO Jensen Huang presented the 'Copper-and-Optics Roadmap' for AI infrastructure at COMPUTEX TAIPEI 2026, signaling a shift from copper to optical fiber for data center interconnects. The road... -
Cignal AI Forecasts Coherent Pluggable Optics to Lead Telecom Bandwidth, with 800ZR+ Driving ‘Scale-Across’ AI Data Center Applications
Cignal AI USA Overview Cignal AI's new Pluggable Applications Forecast reveals that coherent pluggable optics are leading the telecom market in deployed bandwidth, primarily driven by AI data center interconnect demands. Specifically, 80... -
Enablence Technologies Secures $5.3 Million Order for Next-Gen 800G/1.6T Optical Communication Products for North American Hyperscalers
Stock Titan (Newsfile Corp.) Canada Overview Enablence Technologies Inc. has received a $5.3 million order for FR8 wavelength management products supporting next-generation 800G and 1.6T optical transceivers for North American AI hypersc... -
HyperLight Corp. Develops Ultra-Low-Power Thin-Film Lithium Niobate Optical Modulators Operating at 0.5V with Sub-1fJ/bit Energy Consumption
PatSnap (Eureka) USA Overview HyperLight Corp. has developed groundbreaking optical modulators using thin-film lithium niobate (LNOI) technology, achieving ultra-low power consumption. These modulators operate at an exceptionally low vol... -
NVIDIA Commits $4.5 Billion Investment in Optical Supply Chain for AI Data Centers, Anticipating 35% CPO Adoption by 2030
BingX Singapore Overview NVIDIA has invested $4 billion in Lumentum and Coherent, plus $500 million in Corning, to secure next-generation silicon photonics laser supply and expand optical connectivity manufacturing capacity. This strateg...
