Lightmatter introduced its Passage L20 optical engine, targeting high-density optical interconnects for AI data centers as bandwidth requirements push beyond the limits of electrical signaling. The new module delivers 6.4...
Marvell introduced the Structera S 60260, which it says is the industry’s first 260-lane PCIe 6.0 switch, aimed at AI data center scale-up infrastructure. Announced at OFC 2026 in Los...
CoreWeave announced new infrastructure additions to its AI-native cloud platform centered on general availability of NVIDIA HGX B300, part of the Blackwell Ultra platform, for production-scale AI workloads. The company...
Coherent showcased its latest optical technologies supporting the transition to 1.6T data center interconnects, emphasizing ecosystem readiness across lasers, components, and packaging. The announcement reflects increasing alignment across the supply...
LightSpeed Photonics is unveiling a new near-packaged optical interconnect architecture designed to simplify the integration of optical connectivity within AI systems. The company describes the technology as a “solderable” optical...
Marvell: AI Infrastructure Bottlenecks Shift from Compute to Connectivity At the Optica Executive Forum, Dave Lazovsky, EVP and GM of the Data Center Networking Group at Marvell Technology, argued that...
Broadcom Outlines Optical Scale-Up Strategy for AI Fabrics, Backs New OCI MSA At the Optica Executive Forum in Los Angeles on Monday, Broadcom’s Near Margalit argued that the next phase...
A new Multi-Source Agreement (MSA) focused on multicore fiber (MCF) has emerged as hyperscale operators push toward higher fiber density and more efficient scale-out architectures. Announced on March 11, 2026,...
Richard Ho, Head of Hardware at OpenAI, opened his keynote at the Optica Executive Forum in Los Angeles with a clear message: the future of AI will be determined not...
At the Optica Executive Forum in Los Angeles, Meta’s Drew Alduino laid out the sheer scale and complexity of building AI infrastructure at hyperscale, emphasizing that while optical technologies like...
LOS ANGELES — The scale of optical connectivity required for future AI infrastructure may be far larger than the industry currently expects, according to Andy Bechtolsheim, co-founder and CTO of...
NVIDIA introduced its BlueField-4 STX reference architecture at GTC 2026, targeting a fundamental bottleneck in AI infrastructure: storage performance for long-context, agentic AI workloads. The new design focuses on accelerating...
Frore Systems announced a $143 million Series D funding round, reaching a $1.64 billion valuation as demand for advanced cooling solutions intensifies alongside the global buildout of AI infrastructure. The...
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