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wealthwise-dca.bsky.social
Lumentum shareholders will receive 4.5 Marvell shares per share, owning about 33% of the combined company, with Marvell shareholders retaining 67%.

#MRVL #LITE #Marvell #Lumentum #OpticalNetworking
November 3, 2026 at 1:01 PM
jwausa.bsky.social
Marvell’s $115 Billion Laser Bet: The AI Bottleneck a Merger Alone Cannot Fix The AI infrastructure race is reaching the factory floor. Buying more accelerators is only part of the story when the connections between…

#AIInfrastructure #Semiconductors #Photonics #OpticalNetworking #SiliconPhotonics
Marvell’s $115 Billion Laser Bet: The AI Bottleneck a Merger Alone Cannot Fix
Marvell’s $115 Billion Laser Bet: The AI Bottleneck a Merger Alone Cannot Fix The AI infrastructure race is reaching the factory floor. Buying more accelerators is only part of the story when the connections between them have their own manufacturing constraints. Marvell has agreed to acquire…
myindustrynews.net
November 2, 2026 at 9:57 PM
neclabsamerica.bsky.social
Meet Dr. Yue-Kai Huang, head of the Department of Optical Communications and Computing team at NEC Laboratories America. Read about his background, the department's research directions, and the industry trends behind them. www.nec-labs.com/blog/meet-yu...

#OpticalNetworking #Photonics
Yue-Kai Huang: Leading Optical Communications & Computing Dept
Meet Dr. Yue-Kai Huang, head of Optical Communications and Computing at NEC Laboratories America and explore his team's research agenda.
www.nec-labs.com
October 13, 2026 at 3:23 PM
newsramp.com
Global tech leaders including Huawei, Tencent, and Broadcom reached a consensus on international NPO standards at the IPEC Summit in Shenzhen, marking a major step toward large-scale commercial deployment of near-packaged optics. #NPO #OpticalNetworking
Image from article
October 9, 2026 at 5:51 PM
newsramp.com
Luma Optics says calibration quality — not raw speed — is the real differentiator in 800G optical interconnects for AI clusters. Field failure rate under 0.01%, 30% lower power, and ML diagnostics that catch issues before they hit the network. #OpticalNetworking #AIInfrastructure
Image from article
October 9, 2026 at 6:02 PM
newsramp.com
Global tech leaders including Huawei, Tencent, and Broadcom reached a consensus on international NPO standards at the IPEC-OIF summit in Shenzhen, accelerating large-scale commercial deployment of near-packaged optics. #NPO #OpticalNetworking
September 10, 2026 at 5:01 PM
pratiksha99.bsky.social
Optical Switches Market Growth

Advanced optical switching technologies transforming high-speed networks, data centers & telecommunications infrastructure.
Source - www.prnewsreleaser.com/news/397717

#OpticalSwitches #OpticalNetworking #DataCenters #Telecommunications #Photonics #NetworkTechnology
September 4, 2026 at 8:47 AM
wealthwise-dca.bsky.social
Credo posted Q1 FY2027 non-GAAP EPS of $1.20 (beat by $0.03) on revenue of $479M (+115% Y/Y, beat by $7.29M). GAAP gross margin fell to 64.5% (from 68.2% Q/Q, 67.4% Y/Y), and GAAP opex more than doubled to $188.4M from $89.6M a year earlier

#CRDO #Credo #OpticalNetworking #Photonics #Semiconductor
September 2, 2026 at 12:31 PM
soniccomponents.bsky.social
Ciena Waveserver 16x100G Optical Trans @CienaCorp #waveserver #16x100g #... youtu.be/OdvzY_PdzQ8?... via @YouTube #Ciena #CienaWaveserver #Waveserver #WaveLogic5 #WL5e #OpticalNetworking #CoherentOptics #100G #400G #800G #DataCenterInterconnect #SonicComponents
Ciena Waveserver 16x100G Optical Trans @CienaCorp #waveserver #16x100g #2xwl5e #soniccomponents
YouTube video by sonic components
youtu.be
September 2, 2026 at 4:11 AM
soniccomponents.bsky.social
www.soniccomponents.com/ciena-single... Ciena SINGLE LINE RAMAN AMPLIFIER (SRA C-BAND) W/OSC 1X SFP 10/100 BT WSC CIRCUIT PACK - NTK552JA #Ciena #NTK552JA #Ciena6500 #RamanAmplifier #OpticalAmplifier #DWDM #CBand #OSC #FiberOptics #TelecomEquipment #Ciena #NTK552JA #DWDM #OpticalNetworking
www.soniccomponents.com
August 22, 2026 at 8:13 PM
soniccomponents.bsky.social
Ciena 200G MUX 2x100G/5x40G QSFP28/QSFP+ NTK529HA @CienaCorp #200g #mux... youtu.be/gNogj_HgXBs?... via @YouTube #Ciena #NTK529HA #Ciena6500 #OME6500 #200GMux #DWDM #OTN #CoherentOptics #QSFP28 #QSFP #WaveLogic #100G #40G #200G #OpticalNetworking
Ciena 200G MUX 2x100G/5x40G QSFP28/QSFP+ NTK529HA @CienaCorp #200g #mux #2x100g #qsfp #ntk529ha
YouTube video by sonic components
youtu.be
August 22, 2026 at 3:12 PM
techlensmedia.bsky.social
Zenalyst Raises $300K to Turn Enterprise AI Into Action

techlensmedia.com/news/zenalys...

#Zenalyst #AIInfrastructure #DataCenters #OpticalNetworking #Photonics #TechLensMedia
Zenalyst Raises $300K to Turn Enterprise AI Into Action
Bengaluru-based Zenalyst raised $300,000 in pre-seed funding to expand ZenForce, its AI workforce platform for finance, procurement, legal and enterprise operations.
techlensmedia.com
August 20, 2026 at 7:58 AM
univold.bsky.social
univold.com/product/cien...
CIENA NTK538GA 400G 2x WLAi OTR 2x QSFP-DD - WOWUBFVFEAA #CIENA #NTK538GA #400G #QSFPDD #OpticalNetworking #OpticalTransport #DWDM #DataCenter #Telecom #EnterpriseNetworking #FiberOptics #NetworkInfrastructure #CarrierGrade #DataCenterSolutions @univold.bsky.social
July 30, 2026 at 8:20 PM
univold.bsky.social
univold.com/product/cien...
Ciena WL5E MOTR ENHANCED 6 PORT (1X QSFP-DD/5X QSFP28) CIRCUIT PACK NTK540BC (Refurbished) #Ciena #TelecomHardware #NetworkingHardware #DataCenter #OpticalNetworking #NTK540BC #Univold #RefurbishedIT #NetworkEngineering #TechDeals #univold #instock
July 13, 2026 at 2:09 PM
univold.bsky.social
univold.com/product/cien... Ciena WL5E MOTR ENHANCED 6 PORT (1X QSFP-DD/5X QSFP28) CIRCUIT PACK NTK540BC (Refurbished) #Ciena #WaveServer #WL5E #NTK540BC #QSFPDD #QSFP28 #OpticalNetworking #TelecomEquipment #CarrierGrade #DataCenter #NetworkInfrastructure #FiberOptics #800G
Ciena WL5E MOTR ENHANCED 6 PORT (1X QSFP-DD/5X QSFP28) CIRCUIT PACK NTK540BC (Refurbished) - Univold
WL5E MOTR ENHANCED 6 PORT (1X QSFP-DD/5X QSFP28) CIRCUIT PACK
univold.com
July 13, 2026 at 1:32 PM
univold.bsky.social
univold.com/ciena-wl5e-m...
Ciena WL5E MOTR SUBMARINE 6 PORT (1X QSFP-DD/5X QSFP28) CIRCUIT PACK NTK540BE (Refurbished) #WL5EMOTR #SubmarineNetworks #OpticalNetworking #DWDM #WaveLogic5 #QSFPDD #QSFP28 #OpticalTransport #TelecomInfrastructure #univold
July 2, 2026 at 3:30 PM
detoxima2025.bsky.social
SpaceX 출신 엔지니어가 700억 투자받은 AI 데이터 센터 혁신 3가지

https://bit.ly/3OlTfus

#AI #DataCenter #SpaceX #Engineering #Innovation #OpticalNetworking #TechInvestment
SpaceX 출신 엔지니어가 700억 투자받은 AI 데이터 센터 혁신 3가지 - 기술 덕후 한가닥
테슬라와 스페이스X에서 쌓은 기술력이 이제 지상의 AI 데이터 센터로 향하고 있습니다. 스페이스X 출신 엔지니어 3명이 설립한 메쉬 옵티컬이 최근 5천만 달러 규모의 시리즈 A 투자를 유치하며 업계의 주목을 받고 있는데요. 이들이 왜 위성이 아닌 데이터 센터의 광통신망에 집중하는지
itmania.hangadac.com
February 18, 2026 at 1:11 AM
fazencapital.bsky.social
Applied Optoelectronics Wins $71M 800G Transceiver Order: Applied Optoelectronics secured a $71M order for 800G transceivers on Apr 2, 2026, signalling potential acceleration of 800G deployments… 👈 Read full analysis #AppliedOptoelectronics #800GTransceiver #DataCenters #OpticalNetworking #TechNews
Applied Optoelectronics Wins $71M 800G Transceiver Order
Applied Optoelectronics secured a $71M order for 800G transceivers on Apr 2, 2026, signalling potential acceleration of 800G deployments in hyperscale datacenters.
dlvr.it
April 2, 2026 at 9:07 PM
buysellram.bsky.social
AI isn't just becoming a compute problem anymore—it's becoming a networking problem.

www.trendforce.com/presscenter/...

#AI #AIInfrastructure #DataCenter #GPU #OpticalNetworking #SiliconPhotonics #CPO #HighSpeedNetworking #HPC #Semiconductors #TechNews #FutureOfAI
Optical Interconnects Become Critical to AI Factory Expansion; CPO/NPO Market Expected to Exceed US$39 Billion by 2030, Says TrendForce
TrendForce’s recent research on silicon photonics (SiPh) shows that the rapid growth of AI training and inference workloads is pushing AI data centers toward increased power use, higher rack densities...
www.trendforce.com
June 28, 2026 at 2:21 PM
winbuzzer.com
Huawei CloudMatrix 384 AI Cluster Outperforms Nvidia GB200

#Huawei #AI #AIChips #CloudMatrix #Ascend910C #Ascend920 #Nvidia #GB200 #AITraining #DataCenter #Supercomputing #Semiconductors #TechWar #USChina #ExportControls #OpticalNetworking #LPO #HBM

winbuzzer.com/2025/04/20/h...
Huawei CloudMatrix 384 AI Cluster Outperforms Nvidia GB200 - WinBuzzer
Leveraging optical interconnects and scale, Huawei's new CloudMatrix 384 AI cluster surpasses Nvidia's GB200 performance but uses significantly more power.
winbuzzer.com
April 20, 2025 at 7:17 PM
ciscoprep.bsky.social
The Cisco 500-210 SP Optical Technology Field Engineer Representative exam validates real-world optical networking expertise.

🔗 www.ciscoprep.com/500-210-cspo...

#Cisco #OpticalNetworking #CertificationJourney #TechCareers
Cisco 500-210 exam preparation banner showing exam topics, practice questions, and guaranteed success for the Cisco SP Optical Technology Field Engineer Representative exam with a professional holding a tablet in a data center setting
January 20, 2026 at 12:15 PM
oiforum.bsky.social
COMING SOON: OIF is sponsoring LightCounting’s 2026 CPO and NPO Virtual Conference.

Join industry leaders on July 15 for a timely discussion on CPO/NPO standardization and emerging technologies.

Register: us02web.zoom.us/webinar/regi...

#OIF #CPO #NPO #OpticalNetworking #DataCenterNetworks
July 9, 2026 at 1:38 PM
oiforum.bsky.social
OIF’s Q1’26 Technical and MA&E Committees Meeting last week was packed with project work, but we also made time to get outside.

A few members got together for a Palm Springs "fun run" and some much-needed sunshine before sessions.

#OIF #Community #Interoperability #OpticalNetworking
February 17, 2026 at 5:40 PM
oiforum.bsky.social
Huge thanks to everyone who joined OIF’s Q1’26 Technical + MA&E Committees Meeting in Palm Springs. 200+ participants from member companies made it a highly productive week of project work that keeps interop moving from ideas to implementation.

#Interoperability #OpticalNetworking #AINetworking
February 13, 2026 at 4:05 PM
oiforum.bsky.social
OIF’s CEI-448G Framework was one of Lightwave’s top stories in this week’s Friday Five.

448G is moving fast — and shaping the AI/HPC network roadmap.

#OIF #448G #OpticalNetworking #AIInfrastructure

www.lightwaveonline.com/home/video/5...
Uniti raises the fiber bar for hyperscalers
Uniti has raised its fiber hyperscaler sales forecast. Meanwhile, Ritter builds a new Little Rock, Arkansas, to Tulsa, Oklahoma fiber route and Lumen enhances its enterprise play...
www.lightwaveonline.com
November 21, 2025 at 5:46 PM