| Date | Title | Description |
| 02.04.2026 | AI Investment Surge Fuels Market Rally Amid Geopolitical Hopes | Nvidia poured $2 billion into Marvell Technology. This investment strengthens AI infrastructure. It expands Nvidia's vital AI ecosystem. Marvell shares jumped significantly. The partnership targets custom AI chips, advanced silicon photonic... |
| 31.03.2026 | Marvell stock pops 13% as Nvidia takes $2 billion stake, continuing run of similar bets | Nvidia made a $2 billion investment in Marvell Technology as demand for artificial intelligence tools skyrockets.
The partnership will a make it easier for customer to build on Nvidia’s AI infrastructure system.
Nvidia has made similar $2 b... |
| 13.03.2026 | Nvidia Fuels AI Future With $2 Billion Nebius Investment | Nvidia commits $2 billion to Nebius, an AI cloud company. This strategic investment bolsters next-generation hyperscale AI infrastructure. Nebius stock surged on the news. The deal highlights Nvidia's ongoing strategy: investing heavily in ... |
| 11.03.2026 | Nebius stock pops 16% on Nvidia $2 billion investment announcement | Nebius Group’s stock popped after Nvidia announced it would invest $2 billion in the AI cloud company.
The companies will collaborate on AI infrastructure deployment, fleet management, inference and AI factory design and support as part of ... |
| 08.03.2026 | Ayar Labs: Optical Interconnects Fuel AI's Future with $500 Million Boost | Ayar Labs, a vanguard in co-packaged optics (CPO), secured a massive $500 million Series E funding round, now valued at $3.75 billion. This landmark investment, led by Neuberger Berman and supported by chip giants Nvidia and AMD, accelerate... |
| 05.03.2026 | Broadcom stock rallies as CEO Tan makes strong case for why AI growth will last | Broadcom CEO Hock Tan sees AI chip revenue in 2027 “significantly in excess of $100 billion” as demand for custom silicon chips grows.
Tan managed to convince investors that Broadcom has a sustainable growth trajectory and said memory capac... |
| 04.03.2026 | Nvidia: $2 Billion Investment In Lumentum To Advance AI Data Center Optics | Nvidia announced a multiyear strategic partnership with Lumentum Holdings to accelerate innovation in advanced optical technologies used in next-generation AI infrastructure. The collaboration will focus on research and development as well ... |
| 04.03.2026 | Nvidia и партнеры вложили $4,5 млрд в оптику для ИИ-серверов — она будет до 20 раз быстрее меди | Nvidia за два дня инвестировала $4,5 млрд в три компании, разрабатывающие оптические соединения для ИИ-датацентров. Крупнейшим получателем стал стартап Ayar Labs, который привлек $500 млн в раунде Series E при оценке $3,75 млрд. Среди инвес... |
| 03.03.2026 | NVIDIA Fuels AI Future with $4 Billion Photonics Investment | NVIDIA commits $4 billion to bolster AI infrastructure. The chip giant invests $2 billion each into photonics innovators Coherent and Lumentum. This strategic move fuels advanced optics development. It secures critical supply chains for nex... |
| 03.03.2026 | NVIDIA Announces Strategic Partnership With Lumentum to Develop State-of-the-Art Optics Technology | announced multiyear strategic agreements with Lumentum Holdings to accelerate innovation in advanced optics technologies, including research and development, to enable next-generation AI infrastructure and systems designs.
The nonexclusive ... |
| 03.03.2026 | Co-packaged optics startup Ayar Labs raises $500M round backed by Nvidia, AMD
Send us a News Tip
EXTRACT THE SIGNAL FROM THE NOISE
Cookies | Networking startup Ayar Labs Inc. has raised $500 million in late-stage funding at a $3.75 billion valuation.
The Series E round was led by Neuberger Berman. Ayar Labs stated in its late Monday funding announcement that Nvidia Corp., Advanc... |
| 03.03.2026 | From OpenAI to Nvidia, firms channel billions into AI infrastructure as demand booms | (Corrects company name to Lumentum from Lumentun in subhead)
March 2 : Nvidia will invest $2 billion each in photonic product makers Lumentum and Coherent to support the companies' research and development and manufacturing operations in th... |
| 02.03.2026 | Nvidia to invest $4 billion in two photonics companies | Nvidia is investing a combined $4 billion in Coherent and Lumentum, two photonics companies.
Each company will receive $2 billion each from the chip giant as part of the strategic investment.
Nvidia is investing a combined $4 billion in two... |
| 02.03.2026 | Nvidia to invest $2 billion each in Lumentum, Coherent to bolster AI processors | March 2 : Nvidia will invest $2 billion each in photonic product makers Lumentum and Coherent, as it looks to bolster its data center chips with technology that can better cater to the growing need for faster AI processors.
Shares of Lument... |
| 02.03.2026 | Nvidia инвестирует по $2 млрд в Lumentum и Coherent для укрепления позиций в сегменте процессоров для ИИ | Компания Nvidia планирует инвестировать по $2 млрд в производителей фотонных продуктов Lumentum и Coherent, стремясь усилить свои чипы для дата-центров технологиями, способными лучше удовлетворять растущий спрос на более быстрые процессоры ... |
| 07.01.2026 | The 10 best performing stocks of 2025—Alphabet and Nvidia didn’t make the cut | Last year was a good one to be a stock investor. The broad stock market hummed along in 2025, with the S&P 500 posting a 16% return — the index’s third consecutive year of double-digit gains.
Of course, had you owned certain stocks, you... |
| 24.12.2025 | These 5 infrastructure stocks have more than tripled this year on the AI trade | Nvidia has been the biggest story in artificial intelligence infrastructure for three years, but in 2025 a number of data center stocks enjoyed steeper rallies.
In addition to AI chips, fully operational data centers require memory, storage... |
| 12.12.2025 |
Cramer’s Lightning Round: Do not sell DuPont de Nemours | Monday - Friday, 6:00 - 7:00 PM ET
It’s that time again! “Mad Money” host Jim Cramer rings the lightning round bell, which means he’s giving his answers to callers’ stock questions at rapid speed.
Enterprise Products Partners: “I like EPD..... |
| 12.09.2025 |
Cramer’s Lightning Round: ‘Ring the register’ on Opendoor | Monday - Friday, 6:00 - 7:00 PM ET
It’s that time again! “Mad Money” host Jim Cramer rings the lightning round bell, which means he’s giving his answers to callers’ stock questions at rapid speed.
Opendoor: ”...You’re going to ring the regi... |
| 07.08.2025 | How Tim Cook convinced Trump to drop made-in-USA iPhone — for now | Apple CEO Tim Cook on Wednesday appeared at the White House with President Trump to announce plans to spend about $600 billion over four years in the U.S.
But a closer look at Apple’s announcements suggest that what Cook disclosed was an up... |
| 24.06.2025 | Apple’s AI Ambitions: A New Frontier in Tech | Apple is at a crossroads. The tech giant is exploring new paths in artificial intelligence (AI) as it faces potential upheaval in its longstanding partnership with Google. The stakes are high. Apple executives are reportedly eyeing Perplexi... |
| 23.06.2025 | Volantis: $9 Million Secured For Photonic Compute Platform | Volantis, a semiconductor startup building photonically integrated computers for the AI era, announced its emergence from stealth and a $9 million seed round of funding. The funding round includes backing from Alex Wang (Scale AI) and Trevo... |
| 12.06.2025 | Volantis Unveils Photonic Compute Platform for the AI Era; Raises $9M in Seed Round With Alex Wang, Trevor Blackwell, and Others | Volantis is the First to Solve In-Computer Photonics for Chip Communication, Moving Away from Silicon to Unlock Radically More Efficient Systems for AI Compute
SAN MATEO, Calif.–(BUSINESS WIRE)–June 12, 2025–
Volantis, a semiconductor start... |
| 12.06.2025 | Volantis: $9 Million Seed Funding Raised For Advancing Photonically Integrated Computers | Volantis, a semiconductor startup developing photonically integrated computers for the AI era, today emerged from stealth and announced a $9 million seed funding round. The round includes backing from Alex Wang (Scale AI) and Trevor Blackwe... |
| 05.06.2025 | China’s Advanced Fiber Resources to Snap Up Jabil’s Wuhan Optical Plant for USD17 Million | (Yicai) June 5 -- Shares in Advanced Fiber Resources climbed today after the Chinese optical component maker said it plans to acquire US electronics manufacturing firm Jabil's optical communications factory in Wuhan for USD17 million so as ... |
| 01.04.2025 | Lumentum's new transceivers double fiber capacity for DCI, metro, long-haul networks | Lumentum Holdings announced limited sampling of its new 400/800G ZR+ L-band pluggable transceivers.
The new L-band module extends transceiver operation into the L-band spectrum, effectively doubling the usable wavelength range and available... |
| 29.10.2024 | Xscape Photonics: $44 Million (Series A) Raised To Support Next-Generation AI Data Centers | Xscape Photonics, a company using silicon photonics to support the next generation of AI data centers, announced closing a $44 million Series A funding round, increasing the total amount raised to $57 million. IAG Capital Partners led this ... |
| 21.10.2024 | London-based Oriole Networks raises €20.2 million to reduce energy consumption of AI data centres | Oriole Networks, a company using light to train Large Language Models with a fraction of the usual AI energy consumption, has raised an additional €20.2 million from leading investors to further scale its “super-brain” solution. The round w... |
| 21.10.2024 | Oriole Networks raises $22m to reduce energy consumption of AI data centres | Oriole Networks, which uses light to train Large Language Models with a lower energy consumption - has raised an additional $22M from leading investors to further scale its “super-brain” solution. The round was led by Plural with all existi... |
| 20.10.2024 | Xscape Photonics: $44 Million (Series A) Raised For Supporting Next Generation Of AI Data Centers | Xscape Photonics, a company using silicon photonics to support the next generation of AI data centers, announced the successful closing of a $44 million Series A funding round, increasing the total amount raised to $57 million. IAG Capital ... |
| 15.10.2024 | Xscape Photonics Raises $44 Million Series A to Reimagine the AI Data Center | Funding led by IAG Capital Partners with investment from Cisco Investments, NVIDIA and others to accelerate the development of Xscape Photonics’ fully programmable, multi-color photonics technology to solve energy, performance and scalabili... |
| 28.09.2024 | Binance Founder Freed From US Custody | Share
Tweet
Share
Share
Email
Changpeng Zhao, the founder of Binance, was released from a California prison on Friday, according to a Bureau of Prisons official quoted by Bloomberg News.
TakeAway Points: Changpeng Zhao, the founder of Binan... |
| 10.09.2024 | VIAVI introduces 1.6Tb/s ethernet testing for AI workloads | Viavi Solutions Inc. (VIAVI) (NASDAQ: VIAV) today announced the first solution to address testing and validation needs of the emerging 1.6Tb/s ecosystem based on 224G SERDES. This new testing module, the ONE-1600, is the latest addition to ... |
| 29.07.2024 | Optical Interconnect Market size is set to grow, Technavio | The global optical interconnect market size is estimated to grow by USD 16.80 billion from 2024-2028, according to Technavio. The market is estimated to grow at a CAGR of 20.62% during the forecast period. Adoption of cloud database is driv... |
| 07.03.2024 | Third-Party Optical Transceivers Market by Data Rate, Form Factor, & Application - Forecast to 2030 | - |
| 04.03.2023 | Lumentum Thought Leaders to Present at OFC 2023 | SAN JOSE, March 3, 2023 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, today announced that several of its thought leaders will particip... |
| 04.03.2023 | Scaling Photonics to New Heights: Lumentum at OFC 2023 | Lumentum introduces its latest innovative solutions and showcases technology and partner demonstrations
SAN JOSE, Calif., March 3, 2023 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), today announced its wide-scale presence a... |
| 10.10.2022 | Lumentum expands operations and R&D in Slovenia | Lumentum expands operations and R&D in Slovenia
News Wire Feed Light Reading 10/10/2022
Comment (0)
SAN JOSE, Calif. – Lumentum Holdings Inc. (NASDAQ: LITE) ("Lumentum"), a market-leading designer and manufacturer of innovativ... |
| 22.08.2022 | Lumentum Announces Upcoming Investor Events | SAN JOSE, Calif., Aug. 22, 2022 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today announced that company management is currently scheduled to participate in the following investor events:
Event: Jefferies Semis, IT Hardwar... |
| 15.08.2022 | Lumentum acquires IPG Photonics' telecom transmission product lines | Lumentum acquires IPG Photonics' telecom transmission product lines
News Wire Feed Light Reading 8/15/2022
Comment (0)
SAN JOSE, Calif. – Lumentum Holdings Inc. (NASDAQ: LITE) ("Lumentum") today announced that it has acquired IPG ... |
| 03.08.2022 | Lumentum completes NeoPhotonics acquisition | Lumentum completes NeoPhotonics acquisition
News Wire Feed Light Reading 8/3/2022
Comment (0)
SAN JOSE, Calif. – Lumentum Holdings Inc. (NASDAQ: LITE) ("Lumentum"), today announced that it has completed its previously announced ac... |
| 20.07.2022 | MRSI Systems, Mycronic Group announces a new collaboration to provide LiDAR solutions for the Automotive Industry | MRSI Systems, Mycronic Group announces a new collaboration to provide LiDAR solutions for the Automotive Industry
Wed, Jul 20, 2022 18:59 CET Report this content
MRSI Systems is delighted to announce a new collaboration with Lumentum Operat... |
| 05.04.2022 | Lumentum and Ambarella Offer Unique Combination of Edge AI and Privacy for Smarter Building Automation and Occupancy Sensor Systems | SAN JOSE, Calif., and SANTA CLARA, Calif., April 05, 2022 (GLOBE NEWSWIRE) -- Lumentum Holdings Inc. ("Lumentum") (NASDAQ: LITE), a market-leading designer and manufacturer of innovative optical and photonic products, and Ambarell... |
| 14.02.2022 | Lumentum Announces Upcoming Investor Events | SAN JOSE, Calif., Feb. 14, 2022 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today announced that management is currently scheduled to participate in the following virtual investor events:
Event: JP Morgan 5G Tech - Virtual... |
| 04.02.2022 | LUMENTUM RECEIVES THAILAND PRIME MINISTER'S INDUSTRY AWARD FOR THE SECOND CONSECUTIVE YEAR | SAN JOSE, Calif., Feb. 3, 2022 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, announced today that Thai Prime Minister, Prayut Chan-o-ch... |
| 03.02.2022 | LUMENTUM ANNOUNCES FISCAL SECOND QUARTER 2022 FINANCIAL RESULTS | SAN JOSE, Calif., Feb. 3, 2022 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal second quarter ended January 1, 2022.
"Second quarter demand was strong acros... |
| 05.01.2022 | Hesai and Lumentum Partner on Next-Generation LiDAR Solutions | SHANGHAI, Jan. 5, 2022 /PRNewswire/ -- Hesai ("Hesai"), a global leader in light detection and ranging (LiDAR) sensors, and Lumentum Holdings Inc. ("Lumentum"), a leading provider of vertical-cavity surface-emitting lase... |
| 03.12.2021 | Lumentum Receives Best Comprehensive Performance Award from ZTE | SAN JOSE, Calif., Dec. 2, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, announced today that ZTE Corporation ("ZTE"), a ... |
| 19.11.2021 | Lumentum Announces Upcoming Investor Events | SAN JOSE, Calif., Nov. 18, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today announced that management is currently scheduled to participate in the following virtual investor events:
Event: Nasdaq 45th London Investor... |
| 16.11.2021 | Lumentum Announces Breakthrough High-Performance Multi-Junction Addressable VCSEL Arrays for Long-Range LiDAR Applications | SAN JOSE, Calif., Nov. 16, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a leading provider of vertical-cavity surface-emitting laser (VCSEL) arrays for 3D sensing and light detection and ranging (LiDAR) applications, ... |
| 10.11.2021 | Lumentum Announces Upcoming Investor Events | SAN JOSE, Calif., Nov. 10, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today announced that management is currently scheduled to participate in the following virtual investor events:
Event: Needham Virtual Security, N... |
| 04.11.2021 | NeoPhotonics Reports Third Quarter 2021 Financial Results | NeoPhotonics Corporation (NYSE: NPTN), a leading developer of silicon photonics and advanced hybrid photonic integrated circuit-based lasers, modules and subsystems for bandwidth-intensive, high speed communications networks, today announce... |
| 04.11.2021 | Lumentum To Acquire NeoPhotonics to Accelerate Optical Network Speed And Scalability | SAN JOSE, Calif., Nov. 4, 2021 /PRNewswire/ -- Lumentum Holdings Inc. (NASDAQ: LITE) ("Lumentum") and NeoPhotonics Corporation (NYSE: NPTN) ("NeoPhotonics") today announced that they have entered into a definitive agreem... |
| 04.11.2021 | Lumentum Announces Fiscal First Quarter 2022 Financial Results | SAN JOSE, Calif., Nov. 4, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal first quarter ended October 2, 2021.
"Driven by strong demand, first quarter ... |
| 27.10.2021 | Lumentum Receives Fujitsu Supply Chain Excellence Award for Optical Transport Solutions | SAN JOSE, Calif., Oct. 27, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, announced today that Fujitsu Limited, a leading provider ... |
| 21.10.2021 | Lumentum : Announces Industry-First 10 Watt Flood Illuminator Modules for Next-Generation 3D Sensing Applications | SAN JOSE, Calif., Oct. 21, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a leading provider of innovative 3D sensing components, today announced an industry first, 10 W flood illuminator module that incorporates a high... |
| 27.09.2021 | Lumentum : Chief Information Officer, Ralph Loura, Receives Leadership Honor at the 2021 Bay Area CIO of the Year ORBIE Awards | SAN JOSE, Calif., Sept. 27, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, announced today that its Senior Vice President of IT and... |
| 13.09.2021 | Lumentum : Announces Industry-First SmartTuning Multi-Source Agreement for Self-Tuning Optics to Enhance 5G Mobile Networks | SAN JOSE, Calif., Sept. 13, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, today announced the formation of the SmartTuning Multi-S... |
| 30.08.2021 | Lumentum : Announces the Appointment of Grace Lee as Senior Vice President and Chief Human Resources Officer | SAN JOSE, Calif., Aug. 30, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") announced the appointment of Grace Lee as Senior Vice President and Chief Human Resources Officer, reporting to Alan Lowe, President and Chief Exe... |
| 18.08.2021 | Lumentum : Announces Fiscal Fourth Quarter And Full Year 2021 Results | SAN JOSE, Calif., Aug. 18, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal fourth quarter and full year ended July 3, 2021.
"The fourth quarter capped ... |
| 07.06.2021 | LUMENTUM HOLDINGS INC.
Lumentum : Isaac Harris Joins Lumentum Board of Directors | SAN JOSE, Calif., June 7, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today announced the appointment of Isaac ("Ike") Harris, Corporate Vice President, Global Supply Chain Operations for ZT Systems, to its ... |
| 12.05.2021 | LUMENTUM HOLDINGS INC.
Lumentum : Announces Fiscal Third Quarter 2021 Financial Results | SAN JOSE, Calif., May 12, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal third quarter ended April 3, 2021, which was a 14-week period.
Net revenue for the... |
| 23.03.2021 | Lumentum issues new proposal to acquire Coherent | SAN JOSE, Calif. Lumentum Holdings today confirmed that on March 22, 2021, it delivered to Coherents Board of Directors a revised proposal to acquire Coherent in a cash and stock transaction.
Under the terms of the revised proposal, Cohe... |
| 12.02.2021 | Lumentum :'s San José headquarters is now powered by TotalGreen, 100% renewable energy | SAN JOSÉ, Calif., Feb. 12, 2021 /PRNewswire/ -- Today Lumentum Holdings Inc. (Lumentum), an industry-leading designer and manufacturer of innovative optical and photonic products, announced that their San José headquarters is now powered by... |
| 11.02.2021 | MKS Instruments : Lumentum Highlights Misleading Statements by MKS Instruments in Proposal to Acquire Coherent | SAN JOSE, Calif., Feb. 11, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today provided additional perspective on the unsolicited acquisition proposal from MKS Instruments, Inc. (NASDAQ: MKSI) ("MKS") to acqui... |
| 11.02.2021 | MKS INSTRUMENTS, INC.
MKS Instruments : Lumentum Highlights Misleading Statements by MKS Instruments in Proposal to Acquire Coherent | SAN JOSE, Calif., Feb. 11, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today provided additional perspective on the unsolicited acquisition proposal from MKS Instruments, Inc. (NASDAQ: MKSI) ("MKS") to acqui... |
| 12.11.2018 | Apple's 3D Face ID Laser Supplier Lumentum announced a 'Major Customer' has cut back on orders Significantly
Categories
Search | On Friday we reported that a company by the name of II-VI had acquired Apple backed Finisar. These two companies are also Apple’s 2nd and 3rd largest suppliers of VCSEL arrays — behind Lumentum — for augmented reality applications. Today Lu... |
| 02.05.2018 | SinoTech: ZTE Fights Export Ban and Xi Outlines Cyber Goals | A Trump administration trade delegation will arrive in Beijing later this week, kicking off the first official negotiations since the White House proposed retaliatory tariffs against China’s tech trade policies in March. The team, led by Tr... |
| 09.08.2017 | Gene Munster's Loup Ventures sees 'Lumentum' emerging as a Key 3D Sensing Supplier for the iPhone 8
Categories
Search | Piper Jaffray's one-time analyst Gene Munster who was with the firm since 1995 left to begin a venture capital fund called Loup Ventures that is going to be focused on augmented reality, virtual reality, artificial intelligence, and robotic... |
| 23.06.2017 | Some of Apple's new 'iPhone X' suppliers have been identified associated with Technologies like 3D Sensing & more
Categories
Search | A new Barron's report looks at the findings of a boutique research firm who has been looking into new suppliers they believe will have their technology built into the forthcoming 'iPhone X', Apple's tenth-anniversary version of the iconic s... |