GlobalFoundries bets big on photonics to meet soaring Chinese data center demand
Foundry giant balancing eastern infra buildout with U.S. expansion
News - optical connectivity
The latest news on networking, cloud, and AI infrastructure
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ITU backs Japanese framework for low-latency all-photonic networks
NTT, NEC, and 1Finity-backed effort secured international standard support
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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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Ex-Aruba CTO unveils optical startup armed with $900M to scale AI interconnectivity
Qualcomm-backed Lumilens debuts at a $5.5 billion valuation, with a mystery hyperscale customer already on board
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SDN pioneer joins $3.3B startup building optical interconnects for AI infrastructure
Thiel Foundation fellow-led startup entices Nicira, Barefoot Networks co-founder to lend networking expertise
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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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Fabless optics giant Marvell to boost India efforts with $250M investment
Jensen Huang darling and AI optics ‘company to beat’ to further tap Indian talent pool
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Taara launches optical link planner in latest moonshot
Alphabet spin-out beams connectivity over the air
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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 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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Nokia to scale optics manufacturing in with $30M expansion in Pennsylvania
Workforce in Allentown set to double as optics continues to be key growth driver
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Amazon strikes multibillion-dollar optical fiber deal with Corning, touts 1,000 new jobs
The agreement is termed as a multi-year deal to provide connectivity to Amazon data centers
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Ciena rides AI wave to 40% revenue surge as optical demand swamps supply
Optical networking giant posts strong margin expansion with CEO touting a long-term strategy aligned with 'structural, multi-year' AI opportunities
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Credo ramps up AI-driven optical connectivity push with DustPhotonics acquisition
The $750 million deal sees Credo expand its portfolio as it eyes to offer a ‘vertically integrated connectivity stack’
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Ciena footprint expands across APAC and Latin America
Vendor's wares deployed for Indonesian backbone and NaaS tool from Argentina's Cirion
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AOI expands Texas manufacturing as demand for AI optics surges
The company said the goal is to scale production of high-speed optical transceivers
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Optical networking groups grapple with integration expectations
Progress toward that goal was central to a panel discussion at the recent OFC event
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Nokia deconstructs optical architecture toward optimal goal
A lot of products from just a few ingredients
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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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Nvidia pumps $2B into optical developer Lumentum
Agreement bolsters R&D and manufacturing efforts while securing Nvidia's future access rights to critical laser components
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Huawei, Ciena, and Nokia lead $16B optical transport rebound as DCI surges
The market’s recovery was fueled largely by hyperscale cloud providers investing aggressively in DCI infrastructure
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Alphabet spin out Taara debuts optical switching solution that ‘instantly upgrades’ networks
Launch comes as Airtel, SoftBank, and T-Mobile among carriers using original Lightbridge unit