Broadcom to Showcase AI Networking and Co-Packaged Optics at OCP Summit
By Andrew Jolly Publication Date: 2026-10-08 19:54:00 PALO ALTO, Calif., Oct. 8, 2026 — Broadcom Inc., a global technology leader…
Tag: Optics
The AI Era Demands More Than Speed: Building Secure, Intelligent Networks from Silicon to Optics
By Bill Gartner, Publication Date: 2026-09-21 15:00:00 Welcome to the agentic AI era, where AI agents are becoming the new network power users, operating at machine speed rather than…
NVIDIA’s Optics Partners Crush CPO Delay Rumors, With Coherent’s Scale-Out Revenue Starting Late 2026
By Hassan Mujtaba Publication Date: 2026-08-14 12:20:00 NVIDIA’s partners on co-packaged optics, or CPO, have said that the deployment of…
Optics Stocks Divide: Coherent and Cisco Drop After Earnings While Nokia and Ciena Soar
By Eric Bleeker Publication Date: 2026-08-13 17:15:00 Quick Read Coherent and Cisco beat estimates yet sold off sharply after Coherent’s…
Interview: Nvidia exec on progress of CPO production and pluggable optics
By Monica Chen, Taipei Publication Date: 2026-08-07 04:12:00 Nvidia Senior Vice President of Networking Gilad Shainer said the company is…
Lumentum Nvidia Deal Highlights AI Optics Growth And Valuation Opportunity
By Simply Wall St Publication Date: 2026-06-13 11:12:00 Make better investment decisions with Simply Wall St’s easy, visual tools that…
Amazon announces agreement with Corning to boost US fiber optics manufacturing, creating 1,000 advanced manufacturing jobs in North Carolina
Today, Amazon announced a multibillion-dollar agreement with Corning Incorporated, a leading manufacturer of advanced glass and fiber optic technology, to…
Why Coherent (COHR) Is Up 11.9% After Nvidia’s AI Optics Deal And Equity Investment
By Simply Wall St Publication Date: 2026-06-03 04:31:00 In recent days, Coherent Corp. reported strong growth in its Data Center…
BofA raises Cisco, Ciena targets as AI optics boom accelerates
By Jaiveer Shekhawat Publication Date: 2026-05-26 12:39:00 BofA raises Cisco, Ciena targets as AI optics boom accelerates
How Nvidia’s US$3.2 Billion AI Optics Pact At Corning (GLW) Has Changed Its Investment Story
By Simply Wall St Publication Date: 2026-05-23 03:18:00 Nvidia recently agreed to invest up to US$3.20 billion in Corning through a…