Lumentum: An AI Networking Stock That Beat Nvidia By 7X YTD For Returns Of 135% YTD

Lumentum Holdings Inc. stock surges 135% YTD on optical transceiver demand and Nvidia-linked CPO tailwinds. Click for more on ...
The Joplin Globe

Credo Completes Acquisition of DustPhotonics

Credo announced that it has completed its acquisition of DustPhotonics. DustPhotonics brings industry-leading silicon ...
Nasdaq

Coherent Exhibits CPO-Enabling Photonics for AI-Scale Networks at NVIDIA GTC DC 2025

SAXONBURG, Pa., Oct. 27, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, will exhibit at Booth 525 during NVIDIA GTC DC 2025, taking place October 28 – 29, 2025, ...

GlobalFoundries accelerates adoption of co-packaged optics for advanced AI data centers with SCALE optical module solution

GlobalFoundries (Nasdaq: GFS) (GF) today announced the introduction of its SCALE™ optical module solution for co-packaged optics (CPO). GF’s SCALE solution, or Silicon photonics Co-packaged Advanced ...
Semiconductor Engineering

All AI Data Center Interconnects Will Be Optical Within 5 Years

I spent several days at OFC (Optical Fiber Communications Conference) 2026 in LA. The crowds were huge and the enthusiasm intense. Long-time attendees noted the shift from telecom to data center AI in ...