Nvidia’s Jensen Huang Predicts Marvell Will Be the Next $1 Trillion Chip Giant
Marvell last week forecast that its custom chips business would surpass $10 billion in revenue by fiscal 2029, as cloud companies expand AI data centers.
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AOI Scores $71 Million New Order for 800G Data Center Transceivers
AOI got a $71M order for 800G transceivers, doubling recent sales; shipments start Q2 2026 for AI & cloud data centers.
Optical Stocks Slammed as Samsung Jumps into Silicon Photonics
Optical stocks plunged as Samsung officially announced its entry into the silicon photonics market with 224Gbps tech and ambitious AI plans.
AOI Scores $53M 800G Order from Major Hyperscale Customer
Applied Optoelectronics lands a new $53 million order for 800G data center transceivers from a major hyperscale client to boost AI infrastructure.
Optics Stocks Rise Despite Nvidia’s Copper + Optics “Both Paths” Message
Lumentum & Coherent jump 6-10% as AI data centers demand billions of lasers. Strong $70-90B market outlook overshadows Nvidia's copper comments.
AOI Secures First $200M+ Volume Order for 1.6T AI Transceivers from Major Hyperscaler
Applied Optoelectronics lands its first big volume order for 1.6T data center transceivers from a top hyperscale client—boosting AI networks, expanding U.S. production, and targeting over 500K units monthly by year-end.