NVIDIA– tag –
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Lumentum Secures Multi-Billion Dollar 1.6T Optical Module Deal with NVIDIA, Coherent Achieves Record Revenue; AI Data Center Optics Investment Accelerates, TSMC to Mass Produce 1.6nm Process
Troy Technical (note.com) Global Overview A weekly report to August 28, 2026, reveals accelerating investment in optical communications driven by AI data center demand. Lumentum secured a multi-billion dollar long-term contract with NVID... -
AI Data Center Demand to Propel Optical Transceiver Market to $34.4 Billion by 2031, Silicon Photonics Leading Technological Evolution
Simply Wall St Australia Overview The global optical transceiver market is projected to reach $34.4 billion by 2031, driven by the surge in AI workloads and accelerated hyperscale data center construction. This growth is propelled by key... -
AI-Driven Hyperscale Demand Triggers Surge in Optical Transceiver Investment and Strategic M&A, Led by NVIDIA and Marvell
GlobeNewswire USA Overview The escalating demand from AI workloads is fueling a rapid acceleration in investment and strategic M&A within the optical transceiver market, reshaping global connectivity infrastructure. NVIDIA invested $... -
BigGo Finance Report: AI Compute Interconnect at Inflection Point, NPO and CPO Reshaping Industry Value Chain
BigGo Finance USA Overview According to a BigGo Finance report, AI compute interconnects are at a critical inflection point, with Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO) fundamentally reshaping the industry value chain. C... -
iPronics Raises $125 Million Series B Funding, Including Nvidia’s Participation, to Scale Programmable Optical Networking for AI Data Centers
PR Newswire USA Overview iPronics, a pioneer in silicon photonics-based programmable optical circuit switching, has secured $125 million in Series B funding to accelerate its market expansion and commercial deployment for AI data centers... -
Cisco Declares Co-Packaged Optics (CPO) Ready for Mass Deployment Amid Surging AI Data Center Demand
digitimes USA Overview Cisco announced that Co-Packaged Optics (CPO) has transitioned from a laboratory promise to a commercial necessity, as AI data centers confront critical power budget and bandwidth limitations. While the company ant... -
TSMC to Begin Chip-Level Co-Packaged Optics (CPO) Production in H2 2026, Foreseeing Silicon Photonics Dominance in AI
Taipei Times Taiwan Overview TSMC Vice President K.C. Hsu announced at SEMICON that silicon photonics will gain dominance by next year, driven by AI demand, enabling chip-level Co-Packaged Optics (CPO) packaging. TSMC is on track to begi... -
AI Data Center Boom Hits Power and Cooling Supply Bottlenecks, Accelerating Liquid Cooling Adoption to 70% by 2030
Reuters Global Overview Intensifying AI competition is causing unexpected supply chain bottlenecks in power and cooling systems for data centers, struggling to keep pace with demanding servers. Demand for transformers, generators, power ... -
BIOSTAR Unveils NVIDIA Jetson Thor T5000/T4000-Powered Edge AI Systems at LEAP 2026, Delivering Up to 2,070 FP4 TFLOPS for Industrial AI Performance
GLOBE NEWSWIRE (via BIOSTAR) Taiwan Overview At LEAP 2026, BIOSTAR introduced a comprehensive lineup of Industrial PC (IPC) and edge AI computing solutions built on NVIDIA Jetson platforms. Notably, the MS-NAT5000 and MS-NAT4000 series, ... -
Liquid Cooling Becomes Essential for AI Data Centers Amid Surging Demand, Addressing Over 130kW Power Consumption of NVIDIA GB200 NVL72 Racks
BIS Research International Overview The explosive growth of AI data centers is rapidly accelerating demand for liquid cooling technologies. High-density GPU clusters, such as NVIDIA's GB200 NVL72 rack consuming over 130kW, generate immen...
