The bottleneck in U.S. AI infrastructure is shifting from chip shortages to power shortages. Morgan Stanley estimates that U.S. data centers will ...

Secondary chip suppliers — including makers of memory, optical, and power-management components — face the greater risk of ...

Nvidia and Broadcom are insulated from the US data-center power crunch impacting AI deployments, according to Morgan Stanley.

Morgan Stanley expects power shortages to affect parts of the AI chip ecosystem unevenly, with memory, optical, ...

Nvidia and Broadcom are resilient to U.S. data center power shortages, but chip supply bottlenecks could impact memory and ...

Credo Technology (CRDO) is transitioning from dominance in Active Electrical Cables to rapid growth in optical transceivers, notably its Cardinal ...

Global technology leader Emerson has introduced the Flexim FLUXUS 631 series, a new family of portable, non-intrusive ...

One fascinating thing about a pulsed laser is that, though the average power may be measured in watts or milliwatts, the peak ...

Researchers from The Australian National University (ANU) have engineered new optical coatings for LIGO, the global ...

ECOC highlights AI-driven optical datacom demand. Learn why AI infrastructure capex may be overheating and what it means for ...

Q/C Technologies, a San Francisco-based developer of optical computing systems, is teaming up with a U.S. Department of ...