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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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  22 Sep 2026

  Huawei doubles down on AI networks with agentic automation and high-density switches

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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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  28 Aug 2026

  Marvell banks $2.7B earnings with scale-out wins, insists optics not a 'one-trick pony'

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  28 Jul 2026

  AI back-end networking spend to hit $1T by 2030: report