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Optical Interconnects

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Huang’s optics verdict sparks a rally in AI optical stocks
technology2 months ago

Huang’s optics verdict sparks a rally in AI optical stocks

NVIDIA CEO Jensen Huang used Marvell’s Computex keynote to champion a copper-to-optics strategy for AI data centers—use copper where possible, then scale with optics to meet GPU-to-GPU traffic needs. The comments helped lift optical-interconnect names (Coherent, Lumentum, Corning, Marvell, Ciena) as investors expect a rapid shift to photonics in AI infrastructure, backed by Nvidia’s multi‑billion‑dollar photonics investments and bullish Bank of America price targets for related stocks.

via Yahoo Finance|
#ai-data-centers#jensen-huang#marvell-technology
Credo to Acquire DustPhotonics, Boosting Silicon Photonics Roadmap
business4 months ago

Credo to Acquire DustPhotonics, Boosting Silicon Photonics Roadmap

Credo Technology Group Holding Ltd announced a definitive agreement to acquire DustPhotonics for $750 million in cash and about 0.92 million Credo shares, with potential earnouts up to ~3.21 million shares; the deal accelerates Credo’s move into silicon photonics, creating a vertically integrated optical connectivity platform spanning SerDes, DSP, and Silicon Photonics for AI infrastructure. DustPhotonics provides SiPho PICs covering 400G to 1.6T (with a 3.2T roadmap), supporting hyperscale AI applications, and Credo expects >$500 million in optical revenue in fiscal 2027 with the transaction accretive to non-GAAP EPS in 2027. Close is expected in Q2 2026, subject to approvals.

via Credo Technology Group Holding Ltd - Investor Relations|
#acquisition#business#credo-technology-group