Coherent hedges its optics bets, backs CPO and NPO alike
Nvidia-backed vendor plays both sides of the optics war with one photonics stack to rule them all
News - CPOs
The latest news on networking, cloud, and AI infrastructure
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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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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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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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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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Google follows Nvidia's lead with ‘large orders’ for optical interconnects: report
Move part of an ongoing supply chain arms race as both companies seek to secure components for next-gen optical networking
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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
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AI back-end networks to drive data center switch spending past $100B by 2030
Dell'Oro Group report sees Ethernet to prevail over InfiniBand in data center fabrics, even as proprietary technologies like UALink gain traction
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Nvidia's aggressive laser procurement spurs supply chain fears
Optical module makers could face component shortage as Nvidia reportedly hoards EML supply
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Broadcom bets big on AI with new co-packaged optic
Chip giant's third-generation co-packaged optics aims to power hyperscale AI infra to the next level