SEC filing confirms networking component deal, but reports suggest inference-optimized iterations of Google’s custom silicon could face delays

They are very much becoming an important cog in supporting explosive AI-fueled data traffic

More money, more work

NASA-made method could make photonic hardware resilient enough for future space use

Startup claims it can avoid legacy networking ‘baggage’ and design purely for AI workloads

Laser optics developer acquires Qorvo fab in Greensboro with retrofit plans for InP laser production

Full-stack architecture integrates Nvidia hardware and OpenShell to govern guardrails for agent and claw actions

Nvidia's reinvention of Ethernet for AI workloads has quickly and quietly made it a networking powerhouse

OFC, GTC events portend toward CPO’s eventual place in scale up

Jensen Huang details optical supply chain strategy as one of its investees debuts high-capacity, heat-tolerant alternative for AI scale-up

CEO Jensen Huang says industry needs ‘a lot more capacity for copper’ alongside optics to meet ecosystem growth

A lot of products from just a few ingredients

Researchers expect tech to be cheaper to manufacture and be more durable as it is less sensitive to environmental factors

Release launched for OFC 2026 as part of 1.6T end-to-end optical and electrical solutions suite

Hetzner touts Deepfield Defender for AI supercycle backbone protection on the continent

APAC giant gives rare insight outside of South Korea into its operations since recent AI-focused restructure

OCI-MSA looks to drive open 'plug-and-play ecosystem’ in the notoriously fierce optics market

Updates come as the competitive landscape continues to buzz

The new chip doubles interconnect bandwidth and lays apparent groundwork for generational leap to 3.2T

Dell’Oro Group data shows Celestica, Nvidia, and Arista dominating hyper-competitive market to meet the relentless demand from the likes of Amazon and Meta

Funding from Bosch, MediaTek, and John Doerr to fuel startup’s mission to support millions of GPUs and achieve up to 70% in power savings

The Open Compute Project launches specifications for post-InfiniBand networking

Hinted that networking impact is muted

Rami Rahim talks Greenlake, AI, and more at MWC 2026