NVIDIA invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build competitive moats as AI clusters hit power limits.

With MWC 2026 taking place in Barcelona, FiberHome has stepped into the spotlight under the theme “Connecting the Bright Intelligent Future”, highlighting three core strategic areas: optical-computing ...

With MWC 2026 taking place in Barcelona, FiberHome has stepped into the spotlight under the theme "Connecting the Bright ...

For O&M, the FANSpirit agent in the optical access domain is applied to reduce complaints from home broadband users, and the OTNSpirit agent in the optical transmission domain recommends ...

With the expansion of AI, network requirements are increasing in areas including bandwidth, latency and reliability, ...

1Finity, a Fujitsu company and leading provider of global network solutions, announced the Ultra Optical System L1000/L2000 ...

GAAP gross margin was 31.2%, compared with 28.7% in the fourth quarter of 2024 and 28.0% in the third quarter of 2025. Non-GAAP gross margin was 31.4%, compared with 28.9% in the fourth quarter of ...

Big quote: Light, not silicon, could someday define how artificial intelligence stores and recalls its knowledge. That's the idea that recently surfaced when John Carmack – the engineer known for his ...

I reiterate my buy on Credo Technology Group after the company upgraded FQ3’26 revenue guidance to $404–$408M vs. $335–$345M previously. AEC shipments powered over 95% of last quarter’s product sales ...

The latest trends in software development from the Computer Weekly Application Developer Network. Oxfordshire-headquartered Salience Labs is hoping to tap into a market that some analysts say could ...