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GoPro Enters AI Data Center Market with 800G/1.6T Optical Transceivers via Starman Optical Merger, Shares Soar
Lightwave Online USA Overview GoPro has agreed to merge with Starman Optical, transforming the action camera manufacturer into a U.S. optics and photonics platform directly entering the high-speed optical transceiver business for AI data... -
1.6T Optical Transceivers Transition to Mass Production for AI Data Centers in 2026; Coherent Demonstrates Multi-Source Compatibility
Vitex LLC USA Overview In 2026, 1.6 Terabits per second (1.6T) optical transceivers have moved from academic demonstrations to mass production, marking a critical step for AI data centers. At OFC 2026, Coherent demonstrated 1.6T transcei... -
Near-Packaged Optics Gains Momentum as Co-Packaged Optics Faces 2029 Mass Production Delays; Open CPX MSA Advances Interoperability
Tom's Hardware / XenoSpectrum USA Overview Near-Packaged Optics (NPO) is rapidly emerging as an interim solution for AI data center optical interconnects, as Co-Packaged Optics (CPO) mass production is now projected to delay until 2029. ... -
Broadcom Unveils Industry’s First 400G/Lane Optical DSP ‘Taurus’ at OFC 2026, Paving Way for 200T AI Era with Cost-Effective 1.6T Transceivers
Broadcom Inc. USA Overview Broadcom introduced the industry's first 400G/lane optical DSP, 'Taurus,' at OFC 2026, showcasing cutting-edge solutions for scaling AI infrastructure. This groundbreaking DSP, when combined with Broadcom's hig... -
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... -
Broadcom’s $3B Share Buyback: A Strategic Move to Cement AI ASIC and Optical Interconnect Leadership
富途资讯 China Overview Broadcom is reinforcing its financial bedrock with a $3 billion debt-financed share repurchase, strategically bolstering its 'optical interconnects + AI ASIC' computing power strategy. This initiative focuses on a... -
Lightmatter Unveils 114Tbps Passage M1000 3D Photonic Interposer and 50Tbps Optical I/O Laser at InterConnect 2026, Joins NVIDIA NVLink Fusion Ecosystem
Lightmatter USA Overview At its InterConnect 2026 keynote, Lightmatter revealed a new category of lasers capable of delivering 50 Tbps of optical I/O and the Passage M1000 3D Photonic Interposer, offering 114 Tbps I/O, to enable a photon... -
Inside the 800G to 1.6T to 3.2T Race: AI-Driven Optical Network Speeds Accelerate to Production
Chipstrat USA Overview The optical transceiver industry is rapidly progressing from 800G to 1.6T and towards 3.2T, with 1.6T entering production by late 2026 for companies like Marvell. OFC 2026 showcased significant advancements: Cohere... -
OFC 2026 Spotlights 1.6T Commercialization and CPO Debate Driving AI Optical Networks
FS.com International Overview OFC 2026 underscored AI's accelerating influence on optical network infrastructure, with a key focus on 1.6T commercial deployment and the ongoing CPO vs. pluggable transceiver debate. Coherent demonstrated ...
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