NVIDIA– tag –
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Seeking Alpha: Marvell’s $3.25B Celestial AI Acquisition and 3.2T Optical Transceiver Development Bolsters AI Market Competitiveness
Seeking Alpha USA Overview According to Seeking Alpha, Marvell Technology acquired Celestial AI for $3.25 billion in February 2026, gaining its advanced Photonic Fabric technology. This acquisition aims to enhance memory transfer efficie... -
Marvell Acquires Celestial AI for $3.25B to Gain Photonic Fabric Tech, Elevates AI Revenue Outlook to Challenge NVIDIA
24/7 Wall St. USA Overview Marvell Technology acquired Celestial AI for $3.25 billion in February 2026, securing its advanced photonic fabric technology. This strategic acquisition aligns Marvell's product portfolio with the evolving AI ... -
TrendForce Forecasts TSMC PIC Capacity to Soar to 25K Wafers/Month by 2028, with NVIDIA and Broadcom as Early COUPE Customers
TrendForce Taiwan Overview TrendForce projects TSMC's Photonic Integrated Circuit (PIC) wafer production capacity will surge to 25,000 wafers per month by 2028, a critical step for mass production of Co-Packaged Optics (CPO). NVIDIA and ... -
Photonic IC Market Surges as AI Data Centers and High-Speed Networking Drive New Technology Initiatives from Infinera, Intel, NVIDIA, and more
openPR.com USA Overview The photonic IC market is rapidly expanding, propelled by demand from AI data centers and high-speed networking. Infinera leads in InP-based PIC design, while Intel, NVIDIA, Fujitsu, NEC, Cisco, Broadcom, and NTT ... -
Coherent Invests $50M to Quadruple 6-inch InP Wafer Capacity, Addressing Surging 1.6T Optical Module Demand
Yole Group France Overview Coherent announced a $50 million investment to quadruple its 6-inch Indium Phosphide (InP) wafer production capacity. This strategic move aims to meet the explosive demand for 1.6T optical modules, driven by AI... -
NVIDIA Illuminates Next-Gen AI Infrastructure with Strategic Photonics Investments
36Kr China Overview NVIDIA is making substantial strategic investments in optical technology firms such as Marvell, Lumentum, and Coherent, positioning Co-Packaged Optics (CPO), MicroLED, and Optical Circuit Switches (OCS) as foundationa... -
NVIDIA Unveils “RTX Spark” AI Chip for PCs, Intel Boosts Industrial Edge AI with Core Ultra Series 3, AMD Eyes NPU-Powered Ryzen for Market Dominance
AI Chips News USA Overview NVIDIA announced its "RTX Spark" AI chip for personal computers on July 4, 2026, set to debut this fall in new Windows PCs from major manufacturers like Lenovo and Microsoft Surface. Concurrently, Intel is enha... -
Quantum Computing VC Investment Hits Record $3.9 Billion in 2025, Led by BlackRock, Nvidia, and Temasek
Crypto Briefing USA Overview Global venture capital investment in quantum computing reached an unprecedented $3.9 billion across approximately 125 deals in 2025, driven by significant capital infusions from major investors including Blac... -
Orbital Data Centers Transforming AI Infrastructure Future: Starcloud Demonstrates In-Orbit AI with Nvidia H100
Lux Research / Kratos Constellations USA Overview Interest in orbital data centers has surged over the past two years, with Starcloud successfully operating Nvidia H100 GPUs in orbit to demonstrate AI inference and training workloads. Ax... -
NVIDIA Unveils Space AI Computing Platforms; Starcloud Claims First On-Orbit LLM Training with H100 GPU
Medium (by Jesus Rodriguez) USA Overview NVIDIA launched new computing platforms for space AI in March 2026, including Space-1 Vera Rubin Module, IGX Thor, and Jetson Orin, rapidly becoming a leading hardware provider in the sector. Comp...
