The latter approach is what has happened as researchers at OpenAI, Microsoft, Broadcom, AMD, and Nvidia took a hard look at ...

While hyperscalers navigate the ROI question, the AI investment landscape has shifted toward what analysts call “bottleneck trades” -- companies addressing critical supply constraints in the AI ...

Kepler Communications CEO Mina Mitry (left) signed a contract for the third element of HydRON with Laurent Jaffart, ESA director of resilience, navigation and connectivity, during the Space Symposium ...

A Bank of America analyst upgraded Nokia’s rating from “hold” to “buy” today and set a price target of $12.40. This target implies nearly 20% upside in the stock -- even after today’s news sent shares ...

Ryan Hartzell is President and lead analyst of the Swiss 1653 Hedge Fund. Mr. Hartzell grew up in the Buffalo Suburb of Clarence Center, New York. A 2003 graduate of Clarence High School, he earned a ...

Optical networking is riding an AI-fueled wave of popularity that is driving opportunities from traditional scale-across connectivity toward more tightly integrated scale-out and even scale-up, a wave ...

Optical and networking products related stocks climbed on Tuesday after Applied Optoelectronics (AAOI) disclosed on Monday an order from a major hyperscaler customer. Shares of Applied Optoelectronics ...

As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone that could redefine data center scalability. In an ...

The 2026 Optical Fiber Communications Conference and Exhibition (OFC) exhibition, taking place this week in Los Angeles, Ca., features demonstrations of the industry’s most innovative new products and ...

Shares of fiber-optic companies tumbled early Tuesday after Nvidia chief executive Jensen Huang said the company intends to use both copper and optical networking—not one at the expense of the other. ...

Cisco has taken the wraps of new optical gear aimed at supporting the advanced network infrastructure required to handle distributed AI workloads. “AI is fueling exponential traffic growth, exposing ...