GlobalFoundries bets big on photonics to meet soaring Chinese data center demand
Foundry giant balancing eastern infra buildout with U.S. expansion
News - co-packaged optics
The latest news on networking, cloud, and AI infrastructure
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Marvell banks $2.7B earnings with scale-out wins, insists optics not a 'one-trick pony'
Latest financials see data center segment jump 46% YoY
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SK Hynix banks on optical interconnects to defend its HBM crown
South Korean giant backs light to unlock next-gen AI memory performance
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Coherent Q4 financials see supply chain wins and scale-across opportunity
Nvidia-backed photonics vendor pulls in over $2 billion for the quarter
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Industry giants unite to define open co-packaged optics for next-gen AI infrastructure
Lightmatter and OCP work to standardize silicon photonic interconnects for future AI cluster backbones
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Corning targets $10B ‘inside-the-box’ opportunity with AI-driven optics demand
CEO Wendell Weeks sees exponential adoption for co-packaged optics in AI infrastructure across scale-up and scale-out networking
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AI back-end networking spend to hit $1T by 2030: report
Scale-up interconnects emerge as a multihundred-billion-dollar market category
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AMD to join the optical interconnect party with 2027 Instinct GPUs
Lisa Su confirms upcoming MI500 series will feature both copper and optical connectivity a whole year before Nvidia
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Nvidia debuts Spectrum-6 switches to power next-gen AI networking
Microsoft and SpaceXAI join neoclouds among early users
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Nvidia crowned AI networking’s top dog, but its throne isn’t quite safe
Gartner server CPU gong goes to AMD while Marvell outclasses on optical connectivity
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Microsoft ramps hiring for photonic AI interconnect push
Hyperscale wants photonics boffins to wire up its AI infrastructure with light
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AI to drive optical transceiver market value to $112B by 2031
Yole Group report suggests AI buildout to account for more than 90% of total market revenue
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HPE Networking chief touts ‘force-multiplier’ advantages for AI data centers
Rami Rahim contends connectivity is an often-overlooked choke point
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Ayar Labs joins NVLink Fusion, bringing co-packaged optics to Nvidia's AI infrastructure
Optical interconnect startup to bring photonics to boost rack-scale connectivity
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Lambda offers glimpse into Nvidia’s CPO switch, enabling 'more tokens' through substantial power savings
Microsoft-backed neocloud showcases liquid-cooled Quantum-X Q3450-LD, highlighting efficiency benefits and a lack of need for traditional transceivers
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Lightmatter unveils Guide DR laser NIC to support CPO scale-up
The liquid-cooled LNIC has been designed to support high-bandwidth optical interconnects
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Nvidia-backed Coherent posts record quarter as AI infrastructure buildout accelerates optics demand
Optics supplier posts $1.81 billion in Q3 revenue and is on track to quadruple its indium phosphide production capacity amid supply rumblings
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Nvidia continues optical spending spree with multiyear Corning deal
Corning to expand US production tenfold as optics demand ramps
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NIST scientists crack method to bulletproof photonic chips against radiation, heat
NASA-made method could make photonic hardware resilient enough for future space use
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Did GTC kill OFC’s CPO love?
OFC, GTC events portend toward CPO’s eventual place in scale up
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Nvidia backs copper in next-gen interconnects amid CPO push
CEO Jensen Huang says industry needs ‘a lot more capacity for copper’ alongside optics to meet ecosystem growth
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Corning unveils suite of next-gen optical tech to connect AI data centers
Multicore fiber and CPO offerings on display at OFC 2026
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Nvidia, Broadcom form group to standardize optical interconnects for next-gen AI clusters
OCI-MSA looks to drive open 'plug-and-play ecosystem’ in the notoriously fierce optics market
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Optical interconnect startup Ayar Labs closes $500M funding round backed by Nvidia, AMD
Latest fundraise values the company at $3.75 billion
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Ciena unleashes optical engine for AI data center era
Vesta 200 6.4T CPX is firm's first release since Nubis integration