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Showing 1-3 of 3Results matching "Optical transceivers"

Today

1 story

3 hours ago

Yole Says AI Interconnect Demand Could Push Transceivers to $112B by 2031

The forecast shifts attention from accelerator supply to the networking hardware needed to keep giant clusters synchronized. Copper remains in the picture, while co-packaged optics is still a narrowly deployed bet with a huge projected market. Yole Group argues that optical transceivers are no longer just supporting hardware in AI data centers: they are becoming a system-level requirement for scaling AI.

3 min readRead story

Last week

2 stories

Government action Infrastructure

Sep 3, 2026

Trump Order Opens Path to Restrict Foreign Power Gear for AI Data Centers

The policy push reaches equipment that supplies electricity and moves data across AI facilities. Replacement capacity may be harder to secure while transformer and substation markets are already tight. Equipment needed to power and connect U.S.

3 min readRead story

Acquisition Infrastructure

Sep 1, 2026

GoPro’s $285M Starman Merger Targets AI Data Centers, Keeps Cameras

Starman Optical’s transceivers are GoPro’s proposed bridge into data-center infrastructure, while shareholder payouts, debt repayment and the new ownership structure remain contingent on closing. GoPro is proposing an AI-infrastructure expansion without giving up its camera business. The deal connects a specific photonics business to GoPro’s data-center ambition.

2 min readRead story

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