76 articles
2026-05-08
pulse2.com
2026-05-08
Pulse 2.0
NVIDIA and Corning announced a multiyear commercial and technology partnership aimed at expanding U.S.-based manufacturing capacity for optical connectivity products used in artificial intelligence infrastructure.Under the partnership, Corning plans to increase its U.S. optical connectivity manufacturing capacity by 10 times and expand domestic fiber production capacity by more than 50% to support
2026-05-07
www.weny.com
2026-05-07
WENY News
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Allegiant Airlines Begins Flights from El
2026-05-07
247wallst.com
2026-05-07
24/7 Wall St.
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2026-05-07
www.foreignpolicyjournal.com
2026-05-07
foreignpolicyjournal.com
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2026-05-07
tomshardware.com
2026-05-07
Anton Shilov
A lot of optical fiber for AI infrastructure buildouts.
2026-05-07
www.photonics.com
2026-05-07
Photonics Spectra
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2026-05-07
www.photonics.com
2026-05-07
Photonics Spectra
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2026-05-06
aibusiness.com
2026-05-06
AI Business
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2026-05-06
www.quiverquant.com
2026-05-06
Quiver Quantitative
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2026-05-06
nvidianews.nvidia.com
2026-05-06
NVIDIA Newsroom
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2026-05-06
digitimes.com
2026-05-06
Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's trade flows — and its industrial ambitions.
2026-05-06
digitimes.com
2026-05-06
Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used in AI infrastructure, according to the company.
2026-05-06
digitimes.com
2026-05-06
AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together.
2026-05-06
digitimes.com
2026-05-06
MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical communications, Ethernet, and fixed broadband businesses tied to AI infrastructure expansion.
2026-05-05
www.citybiz.co
2026-05-05
citybiz
2026-05-05
digitimes.com
2026-05-05
Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure companies best positioned to distribute alternative chips, with executives from Nebius, Lambda, and CoreWeave saying they do not plan to adopt TPUs anytime soon, according to The Information.