Nvidia and other investors have poured $125 million into iPronics, a photonics startup developing second-generation optical circuit switching (OCS) technology that could enable next-generation AI netw…
Optical interconnects are moving inside the compute tray, targeting the memory tier that carries roughly ten times the scale-up bandwidth per GPU and about one hundred times the scale-out bandwidth, a…
On August 6, 2026, Wall Street launched the first 'Neocloud' ETF, holding companies that rent AI compute to hyperscalers, aiming to isolate the AI-compute rental trade that broad funds like the Invesc…
Optics stocks fell sharply on July 28, with Lumentum dropping roughly 10%, Corning sliding around 12%, and AXT falling approximately 12%, after Corning's forward guidance and Anthropic-related news ra…
The US-China tech war is expanding beyond semiconductor chips to include optical transceivers, small devices essential for AI data centres and cloud networks, after the FCC proposed a ban on Chinese-m…
LightCounting's August 2026 report reveals severe shortages of Indium Phosphide laser chips and EML components are bottlenecking optical transceiver supply, with demand outstripping supply by roughly …
Dow Jones futures and S&P 500 rose slightly early Thursday, while Nasdaq futures were little changed, after a tame CPI report helped the S&P 500, Nasdaq, and Russell 2000 post modest gains. Cisco Syst…
AI infrastructure stocks surged Wednesday after Supermicro, CoreWeave, and Nebius Group reported strong results, with Supermicro beating Q4 earnings expectations and issuing upbeat Q1 guidance, sendin…
Dow Jones futures rose slightly early Wednesday ahead of the July CPI inflation report, while S&P 500 and Nasdaq futures also gained. Nvidia partners Lumentum, Super Micro Computer, and CoreWeave repo…
The U.S. Federal Communications Commission is drafting a restriction on imports of new Chinese-made optical transceivers used in AI data centers, according to four people familiar with the matter cite…
Optical networking stocks Lumentum, Ciena, and Corning are outperforming the broader AI trade as investors shift focus to the hardware enabling AI data centers to move data efficiently. Lumentum's sto…
Shares of China's leading optical-module makers rebounded on Wednesday after analysts downplayed the impact of proposed US restrictions that could block future American AI data centre sales. Zhongji I…
The Federal Communications Commission is drafting a measure to ban imports of new Chinese optical transceivers, which are used in data centers to train and run AI models, according to a Reuters report…
Eliyan, a Santa Clara startup, achieved unicorn status with a $1bn valuation after closing an oversubscribed $145m Series C round led by Seligman Ventures, with strategic investments from Cisco Invest…
Chip interconnect startup Eliyan raised $145 million in Series C funding at a $1 billion valuation, the company announced Wednesday, to solve data transfer bottlenecks that leave AI processors idle. T…
Eliyan Corporation closed a $145 million Series C at a $1 billion valuation, led by Seligman Ventures and joined by Cisco Investments and Lumentum, to expand from electrical chiplet interconnects into…
Eliyan Corp., a Silicon Valley-based chip interconnect startup, raised $145 million in Series C funding led by Seligman Ventures, with Cisco Ventures and Lumentum participating, achieving a $1 billion…
Eliyan, a maker of chiplet interconnect technologies for AI, raised $145 million at a $1 billion valuation, led by Seligman Ventures with participation from Cisco Investments and Lumentum. The funding…
British semiconductor wafer manufacturer IQE has raised its full-year revenue growth forecast, citing stronger-than-expected first-half trading driven by demand for its compound semiconductor products…
PicoJool CEO Al Yuen argues that GaAs VCSELs at 200G/lane are the pragmatic choice for scaling optical interconnects, citing unconstrained supply versus indium phosphide and a roadmap to 12.8T via 8×2…