MarketPulse

optical interconnects

7 articles
The Motley FoolThe Motley Fool··Adam Spatacco

Poet Technologies Stock Plummets 70% Amid Marvell Dispute: A Speculative Bet on AI Infrastructure

Poet Technologies stock dropped 70% from highs following Marvell confidentiality dispute. Unprofitable startup offers AI data center promise but faces execution risks.
MRVLPOETsemiconductorAI data centers
The Motley FoolThe Motley Fool··Geoffrey Seiler

Marvell Stock Doubles on AI Deals, But Valuation Concerns Mount

Marvell stock surges on major deals with Alphabet and Nvidia, but steep 43x forward P/E valuation raises concerns about long-term sustainability amid competitive pressures.
NVDAMSFTAMZNGOOGGOOGL+2data centerASIC technology
The Motley FoolThe Motley Fool··Micah Zimmerman

Lumentum Emerges as Premier AI Infrastructure Play With 420% Surge

Lumentum, a photonics leader enabling AI data center connectivity, surged 420% in six months on Nvidia partnership, but faces cyclical and execution risks.
NVDALITECOHRAI infrastructureNvidia partnership
BenzingaBenzinga··Lekha Gupta

POET Technologies Targets $125M AI Optical Interconnect Market With Lessengers Deal

POET Technologies partners with Lessengers on AI optical interconnects; 125M unit market opportunity projected over five years with Q2 2026 samples planned.
POETstrategic partnershipAI data centers
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Broadcom's 400G/lane Optical DSP Powers Next Wave of AI Infrastructure

Broadcom launches industry's first 400G/lane optical DSP, doubling per-lane bandwidth to support next-generation AI infrastructure with up to 102.4T switching capacity.
AVGOAI data centersoptical interconnects
BenzingaBenzinga··Vandana Singh

Coherent Stock Retreats After Nvidia AI Windfall Sparks 15% Rally

Coherent surged 15% on Nvidia's $2B investment and multibillion-dollar optics deal, then retreated 6% as investors took profits near $299 52-week high.
NVDACOHRstrategic partnershipAI data centers
GlobeNewswire Inc.GlobeNewswire Inc.··Tower Semiconductor And Scintil Photonics

Tower Semiconductor, Scintil Photonics Launch Integrated Laser Solution for AI Data Centers

Tower Semiconductor and Scintil Photonics launch LEAF Light™, an integrated laser solution for AI data centers offering increased bandwidth, reduced power consumption, and lower latency.
TSEMAI infrastructuresilicon photonics