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Tag: Optical

Broadcom Stock Price Forecast: Marvell’s Acquisition of Lumentum May Threaten Its Lead in AI Optical Communications
Broadcom

Broadcom Stock Price Forecast: Marvell’s Acquisition of Lumentum May Threaten Its Lead in AI Optical Communications

vm_adminNovember 7, 2026

By tradingkey.com Publication Date: 2026-11-07 22:00:00 TradingKey – Marvell Technology (MRVL) plans to acquire Lumentum (LITE), representing an enterprise value…

Marvell-Lumentum deal could push Ciena, Cisco to diversify optical supply
Cisco

Marvell-Lumentum deal could push Ciena, Cisco to diversify optical supply

vm_adminNovember 3, 2026

By Pratyush Thakur Publication Date: 2026-11-03 18:50:00 Marvell’s Lumentum deal may push Cisco and Ciena to diversify optical suppliers amid…

Marvell to Buy Lumentum for 5 Billion, Taking On Broadcom in Optical Networking — BigGo Finance
Broadcom

Marvell to Buy Lumentum for $115 Billion, Taking On Broadcom in Optical Networking — BigGo Finance

vm_adminNovember 3, 2026

By BigGo Finance Publication Date: 2026-11-02 13:35:00 Custom AI chip giant Marvell Technology (MRVL) announced on Nov. 2 that it…

NVIDIA and Cisco Unveil USFP Optical Technology for Next-Generation AI Factories – TechAfrica News
Nvidia

NVIDIA and Cisco Unveil USFP Optical Technology for Next-Generation AI Factories – TechAfrica News

vm_adminNovember 3, 2026

By Jennifer Onyeagoro Publication Date: 2026-11-03 08:22:00 This means AI builders can increase their compute scale within the same network…

Marvell wants to be a copper topper, bets 5B on photonics leader to push optical networking
Nvidia

Marvell wants to be a copper topper, bets $115B on photonics leader to push optical networking

vm_adminNovember 2, 2026

By Tobias Mann Publication Date: 2026-11-02 18:02:00 systems IP house believes optics demand is going to explode as Nvidia and…

Cisco Systems (NASDAQ:CSCO) Advances AI Connectivity Through Silicon and Optical Development
Cisco

Cisco Systems (NASDAQ:CSCO) Advances AI Connectivity Through Silicon and Optical Development

vm_adminOctober 27, 2026

By Aditi Sarkar Publication Date: 2026-10-27 06:37:00 Cisco Systems (NASDAQ:CSCO) Advances AI Connectivity Through Silicon and Optical Development

Cisco Systems (NASDAQ:CSCO) Broadens AI Networking With New Silicon and Optical Plans
Cisco

Cisco Systems (NASDAQ:CSCO) Broadens AI Networking With New Silicon and Optical Plans

vm_adminOctober 27, 2026

By Aditi Sarkar Publication Date: 2026-10-27 06:37:00 Cisco Systems (NASDAQ:CSCO) Broadens AI Networking With New Silicon and Optical Plans

NVIDIA’s Next Supply Chain Supercycle: 2.5x Substrate Capacity, 15x Optical Engines, and the Race to Build AI Factories
Nvidia

NVIDIA’s Next Supply Chain Supercycle: 2.5x Substrate Capacity, 15x Optical Engines, and the Race to Build AI Factories

vm_adminOctober 23, 2026

By SEMIVISION Publication Date: 2026-10-23 02:19:00 How NVIDIA’s GTC Berlin announcements reveal a fundamental shift in AI infrastructure bottlenecks, from…

Scaling AI Infrastructure with Integrated Optics | Near Margalit, Vice President and General Manager, Optical Systems Division, Broadcom
Broadcom

Scaling AI Infrastructure with Integrated Optics | Near Margalit, Vice President and General Manager, Optical Systems Division, Broadcom

vm_adminOctober 22, 2026

By Broadcom Publication Date: As copper interconnects reach their physical reach and power limits at higher data rates, next-generation AI…

3M and AWS collaborate to advance optical connectivity innovation
Amazon Web Services

3M and AWS collaborate to advance optical connectivity innovation

vm_adminOctober 21, 2026

AWS is investing in 3M’s Expanded Beam Optical technology for its data center infrastructure SAINT PAUL, Minn., Oct. 21, 2026…

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