NVIDIA– tag –
-
Ayar Labs Expands 2026 Funding to $650 Million to Scale Manufacturing-Ready CPO for AI Scale-Up Beyond the Rack
Ayar Labs USA Overview Ayar Labs announced an expansion of its 2026 funding to a total of $650 million. This additional capital will be used to dramatically scale the production capacity of its manufacturing-ready Co-Packaged Optics (CPO... -
Taiwan Accelerates Mass Production of Silicon Photonics for AI Infrastructure; TSMC and ASE Lead CPO Mainstreaming Efforts
Taiwan News Taiwan Overview Taiwan is accelerating the mass production of silicon photonics technology to meet the demands of AI infrastructure. Led by TSMC and ASE Technology Holding, this initiative aims to mainstream Co-Packaged Optic... -
US Restrictions on China’s AI-Optics Leaders Could Position Coherent as Primary Beneficiary in 800G and 1.6T Transceiver Markets
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter USA Overview Potential U.S. restrictions on leading Chinese AI optics firms, Innolight and Eoptolink, could significantly benefit U.S. suppliers, particularly Coherent. Coherent ... -
FS Delivers 400G AI Compute Fabric Solution to Unleash Full Potential of NVIDIA B200/H200 GPU Clusters
FS Community Unknown Overview As AI models grow in complexity, GPU clusters demand high-bandwidth, low-latency communication between servers. FS is offering a 400G AI compute fabric solution designed to maximize the potential of NVIDIA B... -
Huawei Unveils 7.2Tbps Near-Packaged Optics Module, Challenges NVIDIA & Broadcom with Proprietary OPEN NPO MSA Initiative
TrendForce China Overview Huawei has unveiled a 7.2Tbps Near-Packaged Optics (NPO) module at CIOE, challenging NVIDIA's and Broadcom's Co-Packaged Optics (CPO) push with its own NPO standard. The module integrates 36 channels operating a... -
Lumentum Accelerates 1.6T Transceiver and 200G/Lane Optical Tech Shipments for AI Clusters, Mass Adoption Expected by 2027
Quartz USA Overview Lumentum is capitalizing on the accelerated transition to 1.6T transceivers and 200G/lane optical technologies, driven by hyperscalers deploying bandwidth-intensive AI clusters. The company began shipping 1.6T transce... -
Georgia Tech and Tianjin University Develop World’s First Functional Graphene Semiconductor with 10x Silicon’s Electron Mobility, Compatible with Existing Chip Infrastructure
Iron Circuit (YouTube) USA, China Overview Researchers from Georgia Tech and Tianjin University have developed the world's first functional graphene semiconductor, achieving electron mobility ten times higher than silicon. Published in N... -
NVIDIA Partners with Australian Data Center Ecosystem to Expand AI Infrastructure Capacity by 2 GW by 2027
GLOBE NEWSWIRE Australia Overview NVIDIA announced a partnership with Australian cloud partners and AI infrastructure providers, including Firmus, Sharon AI, IREN, ResetData, Megaport, CDC, NEXTDC, and AirTrunk, to significantly expand A... -
NVIDIA to Acquire Hugging Face for $12.93 Billion, Bolstering Open Platform for AI Developers
NVIDIA USA Overview NVIDIA has agreed to acquire Hugging Face, a leading open-source platform for the AI community, for $12.93 billion. This acquisition aims to significantly scale Hugging Face's platform, strengthen its infrastructure, ... -
Anthropic Abandons $6 Billion Acquisition Plans for AI Chip Startup Decart Focused on Training Cost Reduction
PYMNTS.com USA Overview Anthropic has reportedly abandoned its plans to acquire AI startup Decart, a company specializing in chips designed to reduce AI training and operational costs. The potential $6 billion deal, which would have been...
