NVIDIA-related advances in photonic computing, data center optical interconnects, silicon photonics and CPO; GPU news unrelated to optics is not included.
Shanghai Xihe Technology has released the registration version of its IPO prospectus for the STAR Market, describing itself as one of the world's leading suppliers of silicon photonic integrated chips. Its customers include leading optical module makers and cloud service providers, and its products are already shipping at scale into AI clusters and hyperscale data centers. According to estimates by optical module makers, silicon photonics solutions can reduce total cost by nearly 20% and the volume of components within the module by nearly 30% at the same data rate and distance.
Why we recommend it: The original article provides cost and size data for silicon photonics versus discrete components, helping readers understand the domestic supply chain for AI data center optical interconnects
Oct 13Tue
Tuesday
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score7171
NVIDIA and Cisco on October 12 jointly announced plans for the USFP (Ultra-Small Form-factor Pluggable) optical module, a high-density pluggable with 400Gb/s per lane, aimed at the scaling needs of next-generation AI factory networks and helping control network complexity, power consumption and cost as connection counts grow.
Why we recommend it: The original article explains the motivation behind two leading vendors jointly defining a new form factor, helping assess how AI network optical modules are evolving
Oct 8Thu
Thursday
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6565
LightCounting's latest report says the Ethernet optical module market had been expected to slow in 2026, but data from the first nine months defied expectations: cloud providers' capital spending accelerated sharply from late January to early February and remained strong over the following six months. The full-year Ethernet optical module market is now forecast to grow 120%.
Why we recommend it: The original article explains that the upward revision was driven by cloud providers' capital expenditures, helping to gauge the scale of AI-driven demand for optical modules
Sep 23Wed
Wednesday
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6161
On September 17, Largan spent RMB 1.172 billion to acquire about 2,259 ping of land and 3,695 ping of buildings in Nantun, Taichung. It was the company's seventh real estate deal since late June, bringing the total to RMB 8.078 billion. Chairman Lin Enping confirmed in July that the company had won its first customer order for fiber arrays, with the land purchases paving the way for mass production in 2027.
Why we recommend it: The source details the pace and value of the land purchases, showing the scale of the smartphone lens leader's push into CPO fiber arrays
Sep 22Tue
Tuesday
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6161
LightCounting's latest quarterly report says NPOs dominated much of the discussion at the recent CIOE, much as the industry's enthusiasm for LPOs a few years ago. Yet sales of retimed pluggable optical modules continue to hit new highs, with Ethernet optical modules accounting for the bulk of overall sales.