GoPro to expand into AI data centers after $285 million merger with optical-photonics company

GoPro has announced a $285 million merger with Starman Optical, an optical-photonics company, to expand into the AI data center market. This strategic move allows GoPro to leverage Starman’s optical t... Read original →

GoPro’s acquisition of Starman Optical signals a strategic pivot from consumer imaging to AI data center infrastructure, leveraging optical transceiver capabilities crucial for high-speed data networking. This move strengthens GoPro’s supply chain resilience amid U.S.-China trade tensions, aligning with domestic manufacturing incentives. Competitors like Ciena and Intel may accelerate investments in photonic integrated circuits to maintain market leadership. Over the next 12–24 months, as AI data centers scale, photonic components will become a critical bottleneck—positioning GoPro to capture value from this emerging segment.