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optical AI
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- 1GlobalFoundries sees strong Chinese demand for optical modulesโGlobalFoundries reports strong demand for Chinese optical modules as data centre construction accelerates. The US contra
US contract chipmaker GlobalFoundries reports strong demand for Chinese optical modules as data centre construction accelerates. The company is expanding its presence in China to serve domestic clients amid an infrastructure boom, positioning itself to benefit from heavy investment in data centres despite ongoing tensions between Washington and Beijing over semiconductor supply chains.
- 2Samsung and SK Join the Co-Packaged Optics Race for AI Chipsโผ[ChipTalk] AI Semiconductors Now Compete at the Speed of Light...Samsung and SK Join the CPO Race
Korean chip giants Samsung Electronics and SK Hynix are moving into co-packaged optics (CPO) technology, which links AI semiconductors using optical connections to boost data transfer speeds and energy efficiency. As AI computing demand surges, Korean media describe the shift as a new race in which chips compete 'at the speed of light', alongside global players developing similar interconnect solutions.
- 3Credo Technology Bets on 1.6T Optical Transceivers for AI GrowthโผCan Credo Technology (CRDO) Turn 1.6T Optical Transceivers Into Its Next AI Growth Driver?
Investors are asking whether Credo Technology can turn its 1.6T optical transceivers into its next major growth driver as AI data-center demand accelerates. The company, known for high-speed connectivity solutions, is positioning next-generation optics to capture spending tied to increasingly powerful AI infrastructure. Discussion centers on whether optical interconnects can meaningfully expand Credo's revenue alongside its core connectivity products.
- 4Optical interconnect startup CScale emerges from stealth with Nvidia and Intel backingโผOptical interconnect startup CScale emerges from stealth following investment from Nvidia and Intel
Optical interconnect startup CScale has come out of stealth, revealing investment from Nvidia and Intel. The company is developing optical interconnect technology aimed at improving data transmission between chips, a key area as AI data centers demand faster, more energy-efficient networking. Backing from both major chipmakers signals strong industry interest in next-generation optical connectivity for large-scale computing.
- 5Light-powered AI detects deepfakes with 98% accuracyโผThis light-powered AI can spot deepfakes with nearly 98% accuracy
Researchers have developed an AI system powered by light rather than conventional electronics that can identify deepfake images with nearly 98% accuracy. The optical computing approach could offer a faster, more energy-efficient way to fight AI-generated disinformation as fake media becomes harder to distinguish from real content.
- 6
A widely shared optical illusion is being used to demonstrate a surprising gap in how artificial intelligence systems see, mirroring the way the human visual system fills in blind spots. The test shows AI vision models can miss what people perceive, highlighting differences between machine and biological perception and prompting discussion about the limits of current computer vision technology.
- 7Startup wins Nvidia and Intel backing for AI opticsโผA look at the startup winning Nvidia, Intel backing for AI scale-up optics
A startup specializing in optical interconnect technology for AI scale-up systems has secured backing from both Nvidia and Intel, according to industry outlet DigiTimes. The investment signals growing interest in optical solutions to handle the massive data bandwidth demands of AI computing clusters, as chipmakers look beyond traditional copper connections for faster, more energy-efficient links between processors.
- 8Critics mock tech leaders' AI lunch with TrumpโI find this hilarious. The tech bros are obviously playing POTUS for the chump he is. # AI https://www. cnbc.com/2026/09
A CNBC report on a White House lunch between President Trump and leading tech executives is drawing ridicule from critics, who accuse Silicon Valley leaders of flattering the president to win favourable treatment on artificial intelligence policy. Commenters say the industry is 'playing' Trump for a fool, sparking debate over the cosy relationship between the administration and AI companies.
- 9Marvell Showcases 2nm Optical Links, Secures AI CapacityโMarvell Technology (MRVL) Showcases 2nm Optical Links And Locks In AI Capacity
Marvell Technology is drawing attention after showcasing its 2nm optical link technology and securing manufacturing capacity for AI-related demand. The chipmaker is positioning itself as a key supplier of high-speed interconnects for data centers, where optical links are critical to moving data between processors in AI infrastructure. Investors and industry watchers are tracking the announcement for what it signals about Marvell's role in the AI hardware buildout.
- 10Volantis Raises $88 Million To Put IPhone Lasers In AI ChipsโผVolantis Raised $88 Million To Put IPhone Lasers In AI Chips
Volantis has raised $88 million in new funding to apply laser technology used in iPhone manufacturing to AI chip production. The round suggests investor interest in optical techniques that could speed up or improve semiconductor processes for artificial intelligence workloads. Details on the investors and the company's exact technology remain limited, but the deal adds to the wave of capital flowing into chip-focused startups.
- 11AT&T CEO says fiber is best technology for an AI futureโผAT&T CEO: Fiber is the best technology for an AI future
AT&T's chief executive says fiber-optic networks are the best infrastructure to support an artificial intelligence future. The claim, reported by Fox Business, positions fiber's speed and capacity as critical for handling the data demands of AI. It underscores the telecom giant's push to expand its fiber footprint as AI adoption accelerates across industries.
- 12AT&T and Corning Announce Fiber PartnershipโAT&T and Corning Team Up to Engineer the Connected World with Fiber
AT&T and Corning announced a partnership to expand and engineer fiber optic networks, in what the companies call an effort to 'engineer the connected world.' The collaboration ties AT&T's broadband expansion goals to Corning's fiber and cable manufacturing, as demand for high-speed connectivity keeps growing with cloud services and AI workloads. Details on investment size and deployment timelines were not included in the initial announcement.
- 13Optical AI chip startup CScale emerges from stealth with $145MโOptical AI chip startup CScale emerges from stealth with $145M funding
CScale, a startup developing optical AI chips, has come out of stealth and announced $145 million in funding. The company joins a growing wave of hardware firms betting that light-based computing can cut the cost and energy demands of running AI models. Details on its investors and product roadmap remain limited as it begins operating publicly.