Optical Network Insight

Credo projects over $600M in optical revenue for FY27, with ZeroFlap optics, silicon photonics PICs, and DSPs each exceeding $100M to fuel 80%+ YoY...

Photonics for AI-Era Computing

• Photonics as Foundational Scaling Layer: Photonics addresses system-level limits in AI clusters by enabling...

Component-level breakthroughs are quietly unlocking photonics as the new scaling layer for AI systems.

• TDK's FS3303 micro POL packs 3 A delivery...

AI infrastructure spending is translating directly into stock momentum for optical vendors.

• Marvell shares rose over 27% after Nvidia's CEO...

Firmus and SUBCO's Bernacchi-1 subsea cable will add over 60 Tbps of capacity to Tasmania on day one—more than all existing Bass Strait cables...

Ciena reports Q2 results June 4 with Networking Platforms revenue expected at $1.195B, up sharply from $866M YoY.

• Waveserver and RLS each grew over...

Vendor Optical Expansions

• 🔥 Lumentum EML and CPO Momentum: Lumentum reported record EML shipments with 200G revenues more than doubling...

Lumentum posted record EML shipments with laser chip volumes doubling year-over-year, fueled by 100G/200G adoption, while its CPO laser chip ramp...

UK telecoms minister Liz Lloyd proposed replacing 140-year-old laws with tougher fines and prison terms for reckless or intentional subsea cable...

Lambda's collaboration with NVIDIA targets production deployment of co-packaged optics in AI superclusters, directly addressing power and resilience...

Credo’s DustPhotonics acquisition builds a vertically integrated stack spanning SerDes, DSPs, and silicon photonics for 400G–1.6T optical engines.

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AI Optics Vendor Momentum

• 🔥 Lumentum Record Results: Lumentum reported $808.4 million revenue (up 90.1% YoY) from transceiver and laser demand,...

Nvidia's March 2026 $2 billion equity stake in Lumentum, paired with multiyear laser purchase commitments, directly confirms optical interconnects as...

NICT's 1.7 Pbps demonstration over 63.5 km shows spatial division multiplexing can scale capacity dramatically while preserving the 125-micrometer...

• Critical infrastructure exposed: Around 570 cables carry 95-99% of intercontinental data traffic, vital for AI data centers in regions like Saudi...

SoftBank will invest at least €45B (~$52B) to develop up to 3.1 GW of AI data center capacity across Dunkirk, Bosquel, and Bouchain by 2031,...

US, UK, and Australia launch undersea drone initiative as cable sabotage threats grow and the seabed becomes a battlefield, directly impacting subsea cable infrastructure resilience.

Photonics Investments for AI Interconnects

• 🔥 Nvidia $6.5B Photonics Commitment: Nvidia committed at least $6.5 billion since March to photonics...

Ciena's record results underscore robust, multi-year demand for coherent optics and AI/cloud infrastructure, with nearly all new orders slated for...

The UK plans to replace outdated legislation with tougher fines, prison sentences, and new security obligations for cable owners to counter rising...