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Qualcomm and Amazon agreed to collaborate on custom silicon and optical interconnectivity reaching 1.6 Tbps for Amazon's AI data centers. Qualcomm will also expand its use of AWS cloud and Amazon Bed…
Qualcomm announced a multi-generation collaboration with Amazon to develop custom silicon and optical connectivity solutions for AI data centers. Furthermore, Qualcomm will expand its usage of AWS AI…
FPA Queens Road Small Cap Value Fund released its Q2 2026 letter, highlighting outperformance in small-cap tech. The fund trimmed its stake in Nvidia optical partner Fabrinet due to stretched valuati…
Record InP substrate price hikes exceeding 10% are triggering a massive rally across optics and photonics stocks. Driving the move, NVIDIA's VR200 NVL72 AI server ramps remain robust, while instituti…
Cramer favors Lumentum and Coherent, both backed by $2B NVIDIA investments, over speculative photonics plays. Lumentum's 66% revenue growth and 85% forward guidance signal robust AI datacenter optics…
Nvidia announced a $2 billion investment and partnership with Coherent to develop advanced optics technologies, boosting AI infrastructure capabilities and fueling a strong bullish sentiment in relat…