Lumentum Says AI Optical Parts Are Sold Out Through Early 2029
Lumentum CEO says AI optical parts are sold out through early 2029, with large supply shortfalls expected through 2028.
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Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
AAOI Stock Falls Sharply on $600M At-the-Market Offering Announcement
The agreement does not specify how the proceeds would be used.
Trump Admin Drafts Ban on Chinese Data Center Parts
Trump administration is drafting an FCC ban on Chinese optical transceivers for US data centers to protect AI infrastructure from security risks.
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.
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.