All articles tagged with #optical networking
Lumentum Holdings beat fiscal fourth-quarter estimates with adjusted earnings of $3.23 per share on revenue of $1.01 billion and issued guidance for the first quarter of 2027 of $4.05–$4.35 per share on about $1.25 billion in revenue, prompting a roughly 7% premarket jump as AI infrastructure demand and its optical-networking business support a blistering stock run.
Nvidia is plowing $4 billion into photonics suppliers Lumentum and Coherent to connect the GPUs inside AI data centers with optical tech like lasers and transceivers, building on its Mellanox effort to boost NVLink. The multiyear deals include multibillion‑dollar purchase commitments and capacity rights for advanced laser and optical networking components, aiming to improve energy efficiency, bandwidth, and latency as AI workloads grow. The move underscores photonics as a key lever for future AI infrastructure amid broader interest from DARPA and rivals like AMD.
The article discusses the growing importance of optical networking stocks in the AI boom, highlighting ten companies positioned to benefit from increased demand for high-speed data transmission in AI applications, despite their high valuations and industry volatility.
Intel showcased an 8-core processor with 66 threads per core, featuring a direct mesh-to-mesh optical fabric for hyper-sparse data processing as part of the DARPA HIVE program. The processor utilizes a RISC ISA and is packed into 16 sockets in a single OCP compute thread, leveraging optical networking for high-speed data transfer. The chips employ silicon photonics for on-die optical networking, enabling direct connections between chips without the need for switches and NICs. The power consumption is primarily attributed to silicon photonics, and the technology is being developed on TSMC 7nm.