Market Trends– category –
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PsiQuantum Secures $125M DARPA Quantum Benchmarking Initiative Award for Photonic Quantum Computer Validation
Intelligence Community News USA Overview PsiQuantum has been awarded a substantial $125 million contract under Stage C of DARPA's Quantum Benchmarking Initiative (QBI), aimed at independently validating its photonic quantum computing arc... -
IOWN Global Forum: Coherent Pluggables Drive AI Era Infrastructure Transformation by Enabling Long-Reach, High-Capacity Optical Connectivity at the Network Edge
IOWN Global Forum Japan Overview The IOWN Global Forum highlights how coherent pluggable devices are fundamentally transforming AI-era infrastructure by bringing long-reach, high-capacity optical connectivity closer to the network edge. ... -
Cisco-Backed Eliyan Raises $145M, Achieves $1B Valuation to Solve AI Interconnect Bottlenecks with Electro-Optical Solutions
Tech Funding News UK Overview Silicon Valley startup Eliyan has raised $145 million, including strategic investments from Cisco and Lumentum, pushing its valuation to $1 billion. This funding will accelerate its expansion into electro-op... -
AI Data Centers Rapidly Transition to Photonic Interconnects Beyond Copper Limits, Driven by 800G/1.6T Devices and OCI MSA Standardization
Tom's Hardware USA Overview AI data centers are rapidly migrating to photonic interconnects due to copper's physical limitations, with accelerating shipments of 800G pluggable devices and the introduction of 1.6T modules. The Optical Com... -
Nokia Reports 20% Optical Network Revenue Growth in Q2 FY 2026 Driven by AI/Cloud Demand, Announces €800-900M Investment in US Manufacturing Capacity
TelecomTV UK Overview Nokia announced a 20% year-over-year increase in optical network revenue in Q2 FY 2026, fueled by robust demand from AI and cloud sectors. To address soaring AI-driven growth, the company plans to invest €800-900 mi... -
Cisco’s Bill Gartner on AI Data Center Optics Economics: 1.6T Devices Key to Unlocking Scalability, Not a Bottleneck
Light Reading USA Overview Cisco's Bill Gartner discussed the economic significance of 400G+ optical transceivers in AI data centers, outlining three tiers of AI infrastructure: scale-up (intra-rack), scale-out (inter-rack with 400G/800G... -
Zacks Equity Research: Cisco’s Acacia Business Projects $4B Revenue from Hyperscalers Driven by 800G Coherent Optical Device Demand
Zacks Equity Research USA Overview Zacks Equity Research highlights strong growth for Cisco's Acacia business, driven by hyperscalers' deployment of 400G and 800G coherent optical devices, particularly 800G pluggables. Cisco projects app... -
Lumentum CEO Predicts Imminent Shift from Copper to Optical Interconnects in AI Data Centers, Citing InP Manufacturing as Key Bottleneck
Teahose USA Overview Lumentum CEO Michael Hurlston forecasts a shift from copper Ethernet cables to optical interconnects in AI data center server racks within 12 months due to physical limitations. The current inability of Lumentum's In... -
ZTE Achieves World-First EUCC Substantial-Level Cybersecurity Certification for Complete OTN Portfolio
MarketScreener China Overview ZTE's comprehensive OTN portfolio (backbone, metro, edge access) has become the first globally to secure EUCC Substantial-level cybersecurity certification under the EU Cybersecurity Act. This certification ... -
AI Data Centers Accelerate Shift to 800G/1.6T Optical Interconnects; OCI MSA Defines Common Optical Physical Layer
MLQ News USA Overview AI data centers are rapidly transitioning from copper to optical interconnects due to copper's speed limitations, with accelerated adoption of 800G pluggable transceivers and the introduction of 1.6T products. The O...
