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optical interconnects
Trends
- 1GlobalFoundries Gains $300 Million CHIPS Award Boost▼GlobalFoundries Gets $300M CHIPS Award Boost From Trump Administration — NVDA's Jensen Huang Calls Silicon Photonics 'Essential' To AI Future
GlobalFoundries has received an additional $300 million award from the Trump administration under the CHIPS Act, strengthening its position in the US semiconductor supply chain. Separately, Nvidia chief Jensen Huang said silicon photonics is 'essential' to the future of AI infrastructure, highlighting growing demand for advanced optical interconnect technologies that chipmakers are racing to supply.
- 2Six Optical and Networking Stocks Poised to Gain from Data Center Buildout●Data Centers Need Faster Connections. These 6 Optical and Networking Stocks Could Benefit.
Barron's, via The Globe and Mail, identifies six optical and networking stocks that could benefit as data centers race to upgrade connections for AI-driven traffic. The piece argues that demand for faster interconnects is shifting investment attention toward optical component makers and networking equipment suppliers that supply the underlying infrastructure.
- 3POET Technologies Stock Draws Investor Attention●POET Technologies Inc. (POET) Stock Price, News, Quote & History
POET Technologies Inc., a photonics company, is seeing renewed interest in its stock as investors track its share price, quotes and recent company news on financial platforms. Traders are checking historical data and latest headlines to gauge momentum in the stock, which remains a small-cap name followed for its optical interconnect technology.
- 4Marvell sees $37 billion market in connecting AI chips▼Marvell Says Connecting AI Chips Could Be a $37 Billion Business—These 2 Stocks Rallied Too
Marvell Technology said the market for chips that connect AI data centers, including optical networking and interconnect products, could be worth $37 billion. The forecast, unveiled during its semiconductor event, lifted Marvell shares along with related stocks in the networking and optical components space. Investors are treating interconnects as the next major growth avenue in AI infrastructure after processors.