Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
By Flora Wang, Taipei Publication Date: 2026-06-11 05:47:00 AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are…
Tag: Copper
Rio Tinto aims for copper ramp-up to enable AI investment boom
By Peter Ker Publication Date: 2026-04-21 01:15:00 Rio Tinto’s copper production beat market expectations in the first quarter as the…
Nvidia embraces optical scale-up as copper reaches limits
By Tobias Mann Publication Date: 2026-04-05 08:00:00 If you thought Nvidia’s GB200 rack systems were big, CEO Jensen Huang is…
Nvidia Says It Will Use Both Copper and Optical Networking
By Xavier Martinez Publication Date: 2026-03-17 17:48:00 Shares of fiber-optic companies tumbled early Tuesday after Nvidia chief executive Jensen Huang…
Lumentum, Coherent slip as Nvidia CEO Huang reaffirms copper use
By Chris Ciaccia Publication Date: 2026-03-17 11:36:00 Nvidia CEO Jensen Huang backs copper and co-packaged optics in next-gen racks, pressuring…
Tech titans team up to form optical interconnect alliance to solve the AI buildout’s big data bottleneck — Nvidia, AMD, Broadcom & more set sights on building PHY to break through the limitations of copper
By Sayem Ahmed Publication Date: 2026-03-13 18:14:00 This week, AMD, Broadcom, Nvidia, OpenAI, Meta, and Microsoft announced plans to standardize…
Broadcom CEO sees copper interconnects viable through 2028
By Jay Liu, Taipei Publication Date: 2026-03-07 22:58:00 Broadcom reported strong results for the first quarter of fiscal 2026, driven…
Credo rises, Lumentum, Coherent fall, as Broadcom puts weight behind attached copper
By Chris Ciaccia Publication Date: 2026-03-05 13:45:00 Broadcom backs copper interconnects over co-packaged optics for AI data centers, citing lower…
Broadcom CEO’s copper commitment tanks Corning shares — but sellers are mistaken
By Zev Fima Publication Date: 2026-03-05 18:31:00 Shares of optics maker Corning are tumbling Thursday, likely in response to comments…
Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?
By Ninelu Tu, commentary; Levi Li, DIGITIMES Asia Publication Date: 2026-03-02 03:34:00 As data center computing demand expands, high-speed transmission…