A diagram of hardware components within an NVIDIA photonics co-packaged optics switch system showing optical sub-assemblies and switch ASIC. Nvidia.com The AI infrastructure boom has created its next ...

Starcloud has ordered optical terminals from SpaceX to use Starlink as a global data-relay network for its future orbital data centers, deepening ties with the company it is counting on to launch full ...

ADI's AI data center revenues surge 90% as demand for optical and power solutions drives record sales and margin expansion.

Starcloud plans to use the Starlink Mini Laser system across 25 orbiting data center satellites to transmit data to clients ...

Last month we discussed how all interconnects will be optical in the data center in five years, but that’s only part of the story. Every optical interconnect needs a laser. The laser provides the ...

Company's nanoporous semiconductor platform now targets ultra-short-reach optical I/O and intra-data-center optical interconnects for next-generation AI infrastructure BOSTON, April 20, 2026 ...

The updated analyst fair value estimate for Ciena has shifted from US$378.11 to US$452.12, signaling a reset in what some ...

Semtech (SMTC) reported better-than-expected first-quarter fiscal 2027 results and outlook due to data center growth, ...

Adtran and euNetworks today announced their collaboration on the launch of a new quantum-safe private connectivity service, Quantum Shield. euNetworks has developed Quantum Shield using Adtran’s ...

The generative artificial-intelligence boom is reordering priorities in the data center sector, and one of the results is rising demand for high-speed optical communications.

Data center stocks are getting more attention as the AI buildout moves beyond the chip trade and into the wider infrastructure stack.