Photonics– category –
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Marvell’s Acquisition of Celestial AI Signals Strategic Value of Photonics in Shaping the Future of AI Data Centers
IDTechEx USA Overview In December 2025, Marvell acquired Celestial AI for $3.25 billion, part of active photonics investments including NVIDIA's $2 billion stakes in Coherent and Lumentum. AI data centers' need for immense data transfer ... -
Scaling AI Networks Demand Transformative Optical Testing: Shifting Manufacturing Bottleneck to Test
Photonic Integrated Circuits News USA Overview The major challenge in modern AI infrastructure is not merely individual accelerator performance but scaling thousands of accelerators into clusters. This scale-up makes Co-Packaged Optics (... -
arXiv Paper: On-chip 1 TOPS Hyperdimensional Photonic Tensor Core Achieved with WDM Silicon Photonic Crossbar
arXiv (学術論文プレプリント) そ 他 Overview This paper demonstrates an on-chip 0.96 TOPS (tera-operations per second) hyperdimensional photonic tensor core utilizing a Time-, Spatial-, and Wavelength-Division Multiplexing (TSWDM) silicon... -
NewMaxx Analysis: Indium Phosphide (InP) Identified as the True Bottleneck for 1.6T Optical Modules in AI Buildouts
NewMaxx's SSD Page USA Overview Despite the attention on silicon photonics, Indium Phosphide (InP) is reportedly the true bottleneck for 800G and 1.6T optical transceivers in AI data centers. Silicon cannot emit light, making InP lasers ... -
Scalable Quantum Interferometers with SiN and Liquid Crystal Integration: Towards Low-Power, Reconfigurable Quantum Photonic Circuits
arXiv (学術論文プレプリント) そ 他 Overview Compact, efficient, and low-power phase modulators are essential for integrated quantum photonics. This research developed a Mach-Zehnder interferometer (MZI) integrating liquid crystal (LC) on... -
New Coalition Forms to Advance Optical Connectivity for AI Data Centers: Standardizing Expanded Beam Optical (EBO) Connectors
3M News USA Overview To support the rapid scale-up of AI data centers, industry leaders including 3M have formed a Multi-Source Agreement (MSA) to develop standard specifications for Expanded Beam Optical (EBO) connector solutions. EBO t... -
Silicon Nitride vs. Silicon Oxynitride: Performance Comparison and Applications in Photonics Materials
PatSnap Eureka USA Overview Silicon Nitride (SiN) and Silicon Oxynitride (SiOxNy) are critical materials in the photonics industry, directly impacting integrated optical device performance. SiN has established itself as a leading platfor... -
Surging Demand for Structured Fiber Cabling in AI Clusters: Exceeding DAC/AOC Limitations
FS USA Overview As AI clusters expand and accelerate to 800G/1.6T, Direct Attach Cables (DAC) and Active Optical Cables (AOC) are becoming insufficient due to their short reach, making structured fiber optic cabling indispensable. Fiber ... -
AI Networking Emerges as Data Center Bottleneck: Optical Interconnects Offer Solution
Datacenters.com USA Overview In modern AI environments, networking is becoming a more significant bottleneck than computing power. AI workloads constantly exchange vast amounts of data between GPUs, leading to concentrated east-west traf... -
Lasers are the Heartbeat of Optical AI Data Centers: Coherent Dramatically Scales InP Production
Semiconductor Engineering USA Overview Indium Phosphide (InP) lasers are pivotal in optical interconnects for AI data centers. While most scale-out data currently uses laser-driven pluggable transceivers, Co-Packaged Optics (CPO) is begi...
