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.
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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.
T1 Energy Surges as Star Hedge Fund Reveals 3.6% Stake
T1 Energy jumps 20% after hedge fund buys 3.6% stake, sparking huge call option trading and strong “smart money” hype.
Lumentum Sold Out Through 2028 as AI Demand Goes Crazy
Lumentum Holdings is overwhelmed by AI demand, expanding fast but still sold out through 2028 due to huge tech orders.
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.
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.