Former SpaceX engineers raise $50M for Mesh Optical Technologies to manufacture data center optical transceivers in the US, targeting $10.5B market by 2033.

China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure expansion.

As AI data centers scale to support increasingly complex AI workloads, traditional IT monitoring can no longer provide the visibility required for reliable operations. KAYTUS, a leading provider of ...

Lumentum Holdings is positioned as a critical supplier of advanced lasers for AI data center interconnects, powering Nvidia’s ...

Tower’s advanced Silicon Photonics platform enables optical and network infrastructure ecosystem with high-speed data transceivers for AI deployments MIGDAL HAEMEK, Israel – February 05, 2026 –Tower ...

Three former SpaceX engineers have raised $50 million in a Series A funding round for their startup, Mesh Optical Technologies, aimed at improving data center links.

The market’s recovery was fueled largely by hyperscale cloud providers investing aggressively in DCI infrastructure ...

Based on TrendForce’s projection that nearly 4 million Google TPUs will be shipped in 2026, demand for 800G-plus optical modules is expected to exceed 6 million units ...

As digital data streams increase in speed and data rate, losses in PCB traces become ever more of a bottleneck.

Applied Optoelectronics, Inc. could benefit from AI data center scale-out and 400G/800G/1.6T demand. Click here to read my ...

Scientists built a light powered AI prototype that matches chip accuracy while using less energy and producing less heat.

Lumentum Holdings Inc. (NASDAQ:LITE) is one of 15 stocks with the biggest hedge fund momentum, after gaining 26 hedge fund holders during the fourth quarter of 2025. On February 23, Morgan Stanley ...