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Optical Transceivers

All articles tagged with #optical transceivers

industry-news1 month ago•13 min saved

GoPro Finds Buyer: $285M Deal With Starman Optical to Pivot into AI Data-Center Optics

GoPro is selling to Starman Optical in a $285 million cash deal that leaves existing holders with roughly 10% of the recapitalized firm and fully retires about $92 million of debt. The merged group, via Starman New Photonics, plans to attach GoPro’s imaging patents to a U.S.-based optical-transceiver business aimed at AI data centers, with a Warren, New Jersey plant and a $150 million investment. GoPro will continue selling cameras and supporting subscriptions, but the deal signals a pivot toward optics for defense, government, and data-center markets, subject to stockholder and regulatory approvals for a year-end close.

via CineD|

#acquisition #ai-data-center-optics #gopro

technology1 month ago•1 min saved

GoPro Bets on AI Infrastructure With $285M Merger With Starman Optical

GoPro is merging with optical-photonics company Starman Optical for $285 million, forming a path into the AI data-center market while keeping GoPro publicly listed and paying off about $92 million of debt; shareholders will own about 10% post-close, with regulatory approvals and year-end closing target. Starman’s optical transceivers will expand GoPro’s reach into AI infrastructure, defense, robotics and aerospace, leveraging the combined IP in optics and imaging. The deal follows a stock boost after influencer Markiplier acquired an 8.5% stake in GoPro.

via Engadget|

#ai-data-centers #gopro #merger

mergers-acquisitions-and-takeovers1 month ago•24 min saved

GoPro and Starman Optical Strike Definitive Merger to Fast-Track US-Mourced AI Optics

GoPro, Inc. and privately held Starman Optical have signed a definitive merger agreement under which GoPro will pay about $285 million in cash (roughly $1.14 per share) and retire roughly $92 million of GoPro debt at closing, leaving the combined company debt-free and GoPro shareholders owning roughly 10% of the new entity. The deal would add Starman’s U.S.-made optical transceivers to GoPro’s portfolio, expanding into AI infrastructure and defense markets while continuing support for GoPro’s existing products and cloud services. The transaction is subject to regulatory and GoPro shareholder approvals and is expected to close by year-end 2026. Houlihan Lokey and Fenwick & West are advising the parties."

via Yahoo Finance|

#gopro #merger #mergers-acquisitions-and-takeovers

technology2 months ago•3 min saved

Optical-Networking Stocks Rally on Possible US Ban on Chinese Transceivers

Investors bid up optical-networking names after reports the FCC may ban imports of Chinese optical transceivers this year. Marvell, Lumentum, Coherent, Applied Optoelectronics, and Corning jumped as traders priced in potential relief from Chinese competition, with Innolight seen as the biggest casualty. The policy outcome remains uncertain, but the move highlights how policy risk can swing AI-hardware stocks.

via Barron's|

#fcc-ban #innolight #marvell-technology