Coherent Q4 financials see supply chain wins and scale-across opportunity
Nvidia-backed photonics vendor pulls in over $2 billion for the quarter
Nvidia-backed photonics vendor pulls in over $2 billion for the quarter
Lightmatter and OCP work to standardize silicon photonic interconnects for future AI cluster backbones
AI infrastructure push pays off with triple-digit hyperscale order growth
Chip giant aims to 'secure capital at attractive rates' for customers
QCIM architecture runs algorithms underpinning three NIST PQC standards in a TSMC 28-nanometer design environment
Financial terms or expected timeline for completion were not disclosed
Will SSD vendor be joining parent SK Hynix on the Nasdaq?
Qualcomm-backed Lumilens debuts at a $5.5 billion valuation, with a mystery hyperscale customer already on board
Multi-year purchase commitments triple as Arista tightens supply to push further into non-Nvidia accelerator networking
Memory efficiency play sees reveal of photonic fabric to reduce GPU stalls
Updates add native SSD virtualization, rate limiting, and advanced voltage monitoring to improve reliability for AI workloads
Cloud giant’s reliance on Chinese optics could be hampered by national security concerns, per Reuters
Vendor U-turns following recent controversial pricing moves
Thiel Foundation fellow-led startup entices Nicira, Barefoot Networks co-founder to lend networking expertise
NAND flash alternative to HBM redefine low latency for AI inference infrastructure
Fidelity, Intel back Xsight to scale its programmable, AI-focused DPUs and switch silicon
CEO Wendell Weeks sees exponential adoption for co-packaged optics in AI infrastructure across scale-up and scale-out networking
Exec crosses over from Lightmatter to oversee business development and strategic alliances for networking disruptor
Jensen Huang darling and AI optics ‘company to beat’ to further tap Indian talent pool
Network giant touts potential of OpenAI’s distributed AI training transport
NSF-funded TangleLab pairs Rigetti's quantum processor with HPE infra to help researchers develop hybrid quantum-classical applications
Sovereignty-centric team up to challenge non-European AI networking dominance
Scale-up interconnects emerge as a multihundred-billion-dollar market category
Companies estimate the partnership will be worth more than $200 billion by end of decade