Nvidia and Broadcom are relatively insulated from a worsening US data-center power crunch, but any resultant delay in AI ...

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

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

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

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

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

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

Lumentum shares rose after it announced an AI optical connectivity demonstration with Corning and Qualcomm at ECOC 2026, pairing its VCSEL lasers with high-density chip-to-chip links.

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

MainpointsU.S. data centers face a severe power shortage, but NVIDIA and Broadcom are expected to deliver strong results in ...

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

Chennai: Tamil Nadu Power Distribution Corporation (TNPDCL) is set to privatise meter reading and engage third-party manpower ...