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co-packaged optics

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  02 Nov 2026

  AI interconnect revenues to soar by 95% as scale-up switches and optics drive demand

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  22 Oct 2026

  Nvidia boss backs 15x bet on optical interconnects, sees demand scaling 'several orders of magnitude'

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  21 Oct 2026

  Nvidia targets 15x optics capacity expansion by 2027 to meet CPO demand

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  14 Oct 2026

  Celestica debuts liquid-cooled CPO switch for AI fabrics

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  28 Sep 2026

  GlobalFoundries bets big on photonics to meet soaring Chinese data center demand

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  24 Sep 2026

  Coherent hedges its optics bets, backs CPO and NPO alike

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  10 Sep 2026

  Huawei bets big on near-packaged optics with 7.2T module to fuel AI scaling

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  01 Sep 2026

  Broadcom alum’s startup unveils optical connector to boost fiber density by 4x

Analysis More

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  31 Jan 2026

  The year that was in networking: Ethernet on the up & Nvidia’s side hustle

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  13 Aug 2025

  Inside Spectrum-X: Nvidia’s Ethernet networking platform

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  14 May 2025

  Nvidia's networking vision for training and inference

Video Interviews More

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  26:03

  SDxCentral @ GTC Berlin: Scaling AI factories, DPUs, and the optical revolution with Gilad Shainer, Nvidia

  23 Oct 2026

Editors' Views More

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  27 Jul 2026

  5 things we learned from AMD’s Advancing AI 2026