Photonics– category –
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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 ... -
All-Photonics Networks Poised to Redefine AI Data Center Locations, Boosting Efficiency and Sustainability
Photonics Spectra USA Overview All-Photonics Networks (APN) are set to fundamentally redefine AI data center location strategies, reducing reliance on traditional concentrated hubs. This technology enables more flexible site selection ba... -
NTT Achieves Record Q1 2026 Revenue, Accelerates IOWN Global Expansion with APN in Chile, PEC-2 Switches in India, and GPU over APN Testbed in Japan
Investing.com Japan Overview NTT reported record revenues in Q1 2026, propelling accelerated global deployment of its IOWN technology, particularly the All-Photonics Network (APN) in Chile for remote mining operations and Photonic-Electr... -
Major Foundries Advance CPO Roadmaps as NVIDIA Spectrum-X and Broadcom Taurus BCM83640 Enter Mass Production and 400G/Lane DSP Era
Tom's Hardware USA Overview Leading foundries (TSMC, Intel, Samsung, GlobalFoundries) are aggressively pursuing Co-Packaged Optics (CPO) roadmaps to address scale-up connectivity bottlenecks in AI clusters. NVIDIA has initiated mass prod...
