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IPEC Webinar - From the CPO Vision to the NPO Reality: Technology Paths and Industry Dynamics of Near-Packaged Optics in AI Compute Clusters - Tencent, Alibaba, Ranovus, Coherent, Ciena, Huawei
As copper interconnects hit their physical limits, NPO is emerging as the practical lifeline for AI compute clusters. Tencent and Alibaba plan to start 3.2T NPO deployment by late 2026, while Huawei proposes a 7.2T spec aligned with GPU roadmaps.
2 days ago
Lumentum Makes Waves at OFC 2026: NVIDIA's $2 Billion Investment Lands, Capacity Surges, and a New Era for AI Optical Networking
At OFC 2026, Lumentum announced a $2 billion strategic investment from NVIDIA and a multi-billion-dollar OCS deal. We break down how its 400G-per-lane EML tackles the copper bottleneck and how the new Greensboro fab supports its path to $2 billion in quarterly revenue.
2 days ago
NVIDIA at OFC 2026: Slide-by-Slide Breakdown of Revolutionizing Networking for AI Factories
In the era of gigawatt AI factories, the network defines the computer. NVIDIA unveiled 3D-stacked silicon photonics CPO and industry-leading MRM technology to break through the power and reliability limits of AI scaling, and laid out a decade-long roadmap fusing compute and optics.
2 days ago
STT High-Speed Link: Optical Communication & Supply Chain Weekly | 2026.05.01 - 2026.05.07
This week: Lumentum's revenue nearly doubles as 1.6T ramps, NVIDIA invests $2B in Coherent's InP capacity, China's NDRC blocks Meta's Manus deal, and TSMC's COUPE silicon photonics platform heads toward mass production.
2 days ago
One Rumor Reshuffled the Whole Supply Chain: A U.S. Ban on Chinese Optical Modules, and a Market Repriced in a Week
A not-yet-effective FCC draft rule repriced the optical supply chain in a week: Innolight plunged, Coherent soared over 40%. But the real bottleneck isn't module assembly; it's upstream EML and InP. The policy arbitrage is real, the capacity shift is slower.
2 days ago
Demand Is Soaring, Stocks Are Pulling Back: The Two Faces of the AI Supply Chain This Week (2026 W26)
Micron posts an 87% gross margin while the three optical leaders sell off in unison — the two faces of the AI supply chain aren't a contradiction but a high-beta signal of valuations decoupling from demand. Is the pullback a correction or an entry point? And who is the real ceiling?
2 days ago
CPO's Commercial Year Begins: TSMC COUPE Volume Production and the 200G EML Bottleneck Split 2026 Optical Winners from Losers (W21)
In one week, TSMC moved CPO from slideware onto a production schedule, and Lumentum seized pricing power at the light source. Two narrow gates, TSMC COUPE capacity and 200G EML supply, now decide who gets to play in the 2026 1.6T cycle.
2 days ago
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