Nvidia Corp. today announced plans to invest in Lumentum Holdings Inc. and Coherent Corp., two publicly traded suppliers of optical networking equipment. Each company is set to receive $2 billion.

Meanwhile, Huang said at the GTC 2026 that Nvidia (NVDA) would employ copper and co-packaged optics in its upcoming chips and ...

If you thought Nvidia's GB200 rack systems were big, CEO Jensen Huang is just getting started. At GTC last month, the world's ...

InP and SiPho join CMOS as critical technologies. Lasers, CPO and OCS will be everywhere (indium phosphide, silicon photonics ...

Lumentum noted in their last conference call that much of their recent sales momentum is coming before major catalysts like the rise of co-packaged optics. Yesterday, popular Substack Global ...

SAN JOSE, California (Reuters) - A promising new chip technology that aims to cut energy usage is not yet reliable enough for use in Nvidia's flagship graphics processing units (GPUs), Nvidia's CEO ...

J.P. Morgan highlighted Co-packaged optics technology and the companies set to benefit from it with the advent of AI. Co-Packaged Optics, or CPO, is an advanced heterogeneous integration of optics and ...

1.6 Terabits Per Second Per Port Switches to Deliver 3.5x Energy Savings and 10x Resilience in AI Factories Joint Inventions and Collaborations With TSMC, Coherent, Corning Incorporated, Foxconn, ...

TL;DR: NVIDIA's new Spectrum-X Ethernet Photonics, featuring next-gen silicon photonics and 3D stacking with TSMC, revolutionizes AI data centers by delivering up to 3.5x power efficiency, 1.6Tb/s ...

Building any complex system is a sum of its parts, but the most foundational element is the thing that binds them together. In brick, it’s mortar; in wood, it’s nails; and in data centers, it’s ...