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 ...

LOS ANGELES, CA, UNITED STATES, March 17, 2026 /EINPresswire.com/ — At OFC 2026, Genuine Optics will showcase a DWDM ELSFP External Laser Source Module based on a ...

Arista Networks this week announced that it has developed a 12.8 Tbps liquid cooled optics module that it says will help address the power and performance needed for AI data center network development ...

The MarketWatch News Department was not involved in the creation of this content. Strategic partnership integrates advanced Swiss photonics engineering with large-scale North American production to ...

Strategic partnership integrates advanced Swiss photonics engineering with large-scale North American production to meet surging 800G, 1.6T demand and beyond for CIG’s customers. Cambridge Industries ...

The MarketWatch News Department was not involved in the creation of this content. Cambridge Industries Group requests that their press release NewsItemId: 20260311452828 "CIG and ml&s Group Form Joint ...

Highest Output Current, Minimum Noise, Lowest Power: PHPM1108 balances the Trade-Off Between Low Dropout and High PSRR. Debuting at OFC 2026 in Los Angeles LOS ANGELES, March 12, 2026 /PRNewswire/ -- ...

Broadcom (AVGO) announced on Wednesday morning the availability of its new 3nm 400G/lane optical PAM-4 DSP, the Taurus BCM83640, which was designed to enable optical transceiver manufacturers to ...

Broadcom debuted the Taurus BCM83640, a specialized chip to power next-generation optical transceivers. The digital signal processor (DSP) is designed to enable 1.6 Tb/s (1.6T) pluggable modules and ...

China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure expansion.