Feb 22, 2026
As AI data centers scale, the physical layer — cables, connectors, and optical transceivers — has become a critical chokepoint. AI-focused racks require 10-36x more fiber than traditional CPU
Jul 16, 2025
AI-driven data centers evolve from single-chip to heterogeneous multi-GPU architectures. High-speed optical interconnects enable scalability,
Jul 31, 2025
GlobalFoundries accelerates adoption of co-packaged optics for advanced AI data centers with SCALE optical module solution News
May 20, 2026
The Nokia optical network portfolio leverages highly vertically integrated coherent optical engines to build an advanced-connectivity foundation for the AI
Dec 10, 2025
The adoption of 200G/lane optical links in data centers lays the groundwork for the eventual deployment of 1.6T and 3.2T optical module
Apr 28, 2026
NVIDIA is spending $4 billion on silicon photonics through Lumentum and Coherent deals. Here''s which partnership looks stronger heading into 2026.
Jun 20, 2026
From a base of approximately $16.5 billion in 2025, the AI-specific Ethernet optical transceiver and CPO market is projected to reach $26 billion in 2026,
Mar 19, 2026
This is a step function change in how data centers are built, driven by one forcing function, AI clusters cannot scale further using conventional pluggable optics without hitting hard
Dec 20, 2025
Lumentum Holdings Inc. (“Lumentum”), a global leader in photonic solutions, today announced its showcase of technology and product demonstrations designed to meet the
Jan 12, 2026
XPO represents a new class of optical pluggable module designed specifically for next-generation AI data center fabrics. Each XPO module delivers 12.8Tbps of bandwidth using 64 electrical lanes and
Jun 22, 2026
Below, we explain the trends in optical scale-up vs. scale-out architectures, how they impact fiber optic cabling demand, and how new
Apr 27, 2026
“With over a decade of innovation and manufacturing expertise in silicon photonics technology at our disposal, GF stands ready to unlock the future of high-bandwidth, energy-efficient
Aug 30, 2025
NVIDIA is developing a co-packaged optics (CPO) platform that integrates optical and electrical components to improve data-center connectivity,
Jan 22, 2026
Coherent''s market on track to reach $23 billion as NVIDIA''s Spectrum-6 and Kyber drive structural demand for co-packaged optics components.
Aug 17, 2025
In this blog, we''ll explore how NVIDIA networking innovations have enabled co-packaged optics to deliver massive power efficiency and resiliency
Jan 12, 2026
This paper explores how photonic technologies can address these system-level scaling challenges across the multiple layers of the AI data center—from chip packages to rack-scale and...
Sep 03, 2025
Scaling AI As the number and size of AI models explodes, data center infrastructure requirements are evolving rapidly, forcing innovation across the compute,
May 26, 2026
And about 60% of data center energy is spent on data movement, not compute. To address the energy demand from AI, co-packaged optics (CPO)
Mar 16, 2026
FS 800G coherent modules are designed to help customers simplify network expansion and scale network capacity more efficiently,” Kyrie Zhang, senior technical director at FS, noted.
Jul 04, 2026
TrendForce concludes that data traffic between racks and across clusters will rise as compute density continues to scale. Consequently, advances
Nov 19, 2025
Scale across: Training over distance Backend networks are extending, connecting scale out across WAN New application, driven by power constraints Requirements: massive capacity, distances, full
Apr 13, 2026
Co-Packaged Optics (CPO) has long promised to transform datacenter connectivity, but it has taken a long time for the
Aug 30, 2025
Yole Group - Access daily business, market & technology updates in the semiconductor industry, our Analysts'' Analysis and Presentations and more
Apr 11, 2026
Applications of Optical Module PCBs in AI Data Centers With the rapid advancement of generative AI, large-scale model training, and high-performance computing (HPC), AI data centers
Jan 29, 2026
Coherent further contributed to the Market Watch program and workshops, with key speakers at the OCP session, GSA & IEEE special event, and Data Center
Mar 23, 2026
Pluggable optics have been the de facto choice in data center communication for years. However, in 2025, support for co-packaged optics grew. Power savings are a primary reason for
Jun 23, 2026
Co-packaged optics (CPO) is quickly becoming a foundational technology for next-generation AI data centers. By moving optical components directly onto the switch chip, CPO
Feb 03, 2026
GlobalFoundries (Nasdaq: GFS) (GF) today announced the introduction of its SCALE™ optical module solution for co-packaged optics (CPO)
Jul 17, 2025
A New Era in Data Center Networking With NVIDIA Silicon Photonics-Based Network Switching Explore why co-packaged silicon photonics can accelerate
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