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#lumentum-holdings
from24/7 Wall St.
1 week ago
Business

Think It's Too Late to Buy Lumentum? Here's the Case for Getting In Now

Lumentum Holdings has seen significant stock growth, but entry risks and valuation concerns warrant careful consideration for investors.
from24/7 Wall St.
2 weeks ago
Business

Lumentum's Path to $1,000 per Share Runs Straight Through the AI Optics Boom

Lumentum Holdings is a key player in AI infrastructure, providing essential optical components for data centers, with significant stock growth and future potential.
Business
from24/7 Wall St.
1 week ago

Think It's Too Late to Buy Lumentum? Here's the Case for Getting In Now

Lumentum Holdings has seen significant stock growth, but entry risks and valuation concerns warrant careful consideration for investors.
Business
from24/7 Wall St.
2 weeks ago

Lumentum's Path to $1,000 per Share Runs Straight Through the AI Optics Boom

Lumentum Holdings is a key player in AI infrastructure, providing essential optical components for data centers, with significant stock growth and future potential.
Business
from24/7 Wall St.
1 week ago

Applied Optoelectronics Has Limited Upside to Our $108.18 Target Despite the $200M Order Catalyst

Applied Optoelectronics stock has surged 894.91% in the past year, currently trading at $107.45, with a price target of $108.18.
Tech industry
fromTechzine Global
1 month ago

Cisco Silicon One combines uniform chip design with specific deployments

Cisco's Silicon One G300 is a 102.4 terabit networking chip designed for advanced AI data center infrastructure.
Gadgets
fromTheregister
1 month ago

Lightmatter says latest photonics will halve DC fiber bill

LightMatter's Passage L20 optical engine reduces datacenter fiber usage by half using near-package integration instead of co-packaging, positioning between pluggable modules and co-packaged optics.
Venture
from24/7 Wall St.
1 month ago

Optical-Tech Stocks Looking Sharp: Ciena Up 9%, Lumentum Rises 8%, Coherent Climbs 7%

Optical-technology stocks surged on AI infrastructure demand, with Ciena leading after beating earnings and raising guidance, while Lumentum and Coherent gained from S&P 500 inclusion.
fromNature
1 month ago

A large-scale coherent 4D imaging sensor - Nature

Across various fields, from spatial mapping for reconnaissance and construction to facial recognition, virtual and augmented reality and autonomous driving, accurate 3D representation of dynamically evolving environments is paramount for safe human-machine interaction. Therefore, substantial research efforts are directed towards developing a cost-effective, high-performance and scalable 3D imaging sensor comparable with a CMOS camera.
Photography
Tech industry
from24/7 Wall St.
1 month ago

Lumentum CEO: sold out through end of 2027, no end in sight

Lumentum manufactures critical optical components for AI data centers and is sold out through 2027 with demand exceeding supply by 25-30% despite running at full capacity.
Startup companies
fromTheregister
2 months ago

Neurophos bets on optical transistors to bend Moore's Law

Neurophos is developing an optical processing unit using micron-scale metamaterial modulators to deliver 470 petaFLOPS FP4/INT4 compute at much higher density with comparable power.
Artificial intelligence
fromTechCrunch
2 months ago

From invisibility cloaks to AI chips: Neurophos raises $110M to build tiny optical processors for inferencing | TechCrunch

Neurophos developed metasurface modulators enabling optical tensor-core chips that perform AI matrix-vector multiplications faster and more energy-efficiently than current GPUs for inference.
Venture
from24/7 Wall St.
2 months ago

Lumentum Leaps Nearly 8% During AI Optics Boom

Optical interconnects are crucial for data center scaling, creating major investment opportunities in optics companies like Lumentum, Coherent, Finisar, and Sienna.
fromThesanjoseblog
1 month ago

Nokia Subsidiary Launches Photonic Semiconductor Facility in South San Jose

Infinera Corp., a Nokia subsidiary, purchased the 82,000-square-foot facility at 6373 San Ignacio Avenue for nearly $27 million. The team will convert this former headquarters in South San Jose into a dedicated photonic semiconductor fabrication plant.
Silicon Valley real estate
Science
fromTheregister
2 months ago

DARPA asks labs to outsmart physics with photonic circuits

DARPA is funding efforts to scale photonic integrated circuits to perform larger-scale computing with light using existing photonic components to overcome current physical limitations.
Venture
from24/7 Wall St.
1 month ago

Even Nvidia Sees Lumentum as Lighting the Way Forward

Nvidia invests $2 billion in Lumentum through a strategic partnership to secure advanced optical components for next-generation AI data centers and gigawatt-scale infrastructure.
Gadgets
fromGeeky Gadgets
2 months ago

Hide Fast Ethernet at Home with Thin Fiber : Upgrade to 10G Cleanly Indoors

Ultra-thin, bend-insensitive fiber enables near-invisible gigabit Ethernet installations that preserve home aesthetics while delivering superior speed, reliability, and scalability.
Tech industry
fromThe Verge
1 month ago

Nvidia's spending $4 billion on photonics to stay ahead of the curve in AI

Nvidia invests $2 billion each in Lumentum and Coherent to develop photonics technology for AI data centers, improving energy efficiency and data transfer speeds through optical components.
fromTelecompetitor
2 months ago

NMSurf on the decision to deploy Taara Lightbridge free-space optics: Interview

NMSurf is one of the largest fixed wireless providers in New Mexico, serving the central and northern area of the state. La Bajada was previously served by a 3-Gig microwave middle-mile connection. But, Catanach said, the bandwidth was becoming insufficient. New microwave licenses are hard to come by in New Mexico, he added, because the state itself claims many licenses for radio communications.
Tech industry
#silicon-photonics
Venture
fromTheregister
1 month ago

Ayar Labs raises $500M to mass-produce CPO chiplets

Ayar Labs raised $500 million to scale co-packaged optics technology that replaces copper interconnects with silicon photonics for higher bandwidth, longer distances, and lower power consumption in AI chip communications.
Tech industry
fromTheregister
1 month ago

Nvidia burns $4B to light up US photonics manufacturing

Nvidia invests $4 billion in Coherent and Lumentum with multibillion-dollar purchase commitments to secure silicon photonics technology for datacenter networking infrastructure.
Business
fromTelecompetitor
2 months ago

Lightcurve opens fiber network in Centralia and Chehalis, Washington

Lightcurve deployed 2-gigabit symmetrical fiber networks in Chehalis and Centralia, making thousands of Lewis County homes and businesses eligible for high-speed service.
fromThe Verge
1 month ago

Taara Beam provides 25Gbps connectivity over invisible beams of light

Light-based internet provider Taara, which spun out of Alphabet's "moonshot" incubator last year, just launched Taara Beam to provide 25Gbps connectivity within cities over invisible beams of light - line of sight permitting. Unlike last year's Taara Lightbridge, which connects communities separated by water and mountains at distances up to 20km (over 12 miles), the shoebox-sized Beam can be mounted to street poles and roof tops for city-wide connectivity at distances up to 10km. The 8kg (less than 20 pounds) device typically consumes about 90W.
Tech industry
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