Optical components are becoming a critical chokepoint in AI infrastructure, as the data-center buildout drives strong demand ...

Nvidia invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build competitive moats as AI clusters hit power limits.

Computers have taken advantage of the ultra-fast communication speed that fiber optics can provide for a long time. However, this is the first time it could potentially become a standard internal ...