AI data centers are swallowing optical bandwidth faster than suppliers can keep up, and Lumentum’s order book running tight ...

Optical component makers are staging a sharp rebound after a sold-out demand signal from Lumentum Holdings (NASDAQ:LITE | ...

Optical and data center names filled four of the five worst spots at this close, led by Applied Optoelectronics at -14%.

Lumentum Holdings LITE and Navitas Semiconductor NVTS are two key players in the AI data center market. They benefit from the ...

Marvell Technology targets a $30 billion optical networking market by 2030, with revenue forecasts jumping to $30B across FY2027-2028 amid AI ...

Co-packaged optics is not the approach currently making waves in the optical interconnect landscape. Linear-pluggable optics ...

The demand for optical networking components is poised to boom, and Lumentum is one of the best ways to capitalize on this lucrative niche.

Marvell Technology showcases industry-first 2nm optical interconnect technologies at ECOC 2026, targeting 3.2T AI data center link speeds with 38 ...

IMF chief Kristalina Georgieva is flagging an AI spending boom that is powerful but uneven, with only a handful of countries ...

ROCHESTER, N.Y., Aug. 18, 2026 /PRNewswire/ -- Vuzix® Corporation (NASDAQ: VUZI), a leading supplier of AI-powered smart glasses, waveguides and augmented reality technologies, today announced that it ...

“Our Q2 financial results highlight the exciting inflection in our business trajectory and the beginning of a multiyear growth phase for MaxLinear,” said (Co-Founder, Chairman, CEO & President Kishore ...

AI data center demand is straining optical component supplies, according to Lumentum Holdings’ Michael Hurlston.