GlobalFoundries bets big on photonics to meet soaring Chinese data center demand
Foundry giant balancing eastern infra buildout with U.S. expansion
Foundry giant balancing eastern infra buildout with U.S. expansion
Latest financials see data center segment jump 46% YoY
South Korean giant backs light to unlock next-gen AI memory performance
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
CEO Wendell Weeks sees exponential adoption for co-packaged optics in AI infrastructure across scale-up and scale-out networking
Scale-up interconnects emerge as a multihundred-billion-dollar market category
Lisa Su confirms upcoming MI500 series will feature both copper and optical connectivity a whole year before Nvidia
Microsoft and SpaceXAI join neoclouds among early users
Gartner server CPU gong goes to AMD while Marvell outclasses on optical connectivity
Hyperscale wants photonics boffins to wire up its AI infrastructure with light
Yole Group report suggests AI buildout to account for more than 90% of total market revenue
Rami Rahim contends connectivity is an often-overlooked choke point
Optical interconnect startup to bring photonics to boost rack-scale connectivity
Microsoft-backed neocloud showcases liquid-cooled Quantum-X Q3450-LD, highlighting efficiency benefits and a lack of need for traditional transceivers
The liquid-cooled LNIC has been designed to support high-bandwidth optical interconnects
Optics supplier posts $1.81 billion in Q3 revenue and is on track to quadruple its indium phosphide production capacity amid supply rumblings
Corning to expand US production tenfold as optics demand ramps
NASA-made method could make photonic hardware resilient enough for future space use
OFC, GTC events portend toward CPO’s eventual place in scale up
CEO Jensen Huang says industry needs ‘a lot more capacity for copper’ alongside optics to meet ecosystem growth
Multicore fiber and CPO offerings on display at OFC 2026
OCI-MSA looks to drive open 'plug-and-play ecosystem’ in the notoriously fierce optics market
Latest fundraise values the company at $3.75 billion
Vesta 200 6.4T CPX is firm's first release since Nubis integration