Timeline
Nvidia's next-gen AI rack system delayed to 2028.
Nvidia's next-gen AI rack system delayed to 2028
Next-gen AI rack system delayed to 2028 due to manufacturing snags
Next-gen AI rack system delayed to 2028
Nvidia invested $2B each in Lumentum and Coherent to secure laser supply
Nvidia in talks to invest $250B in OpenAI.
Released Cohere Transcribe Arabic, claiming world's most accurate open-source Arabic ASR model under Apache 2.0.
Coherent, Nokia, and JX Advanced Metals announced major capacity expansion plans for optical chip production
Full-year FY 2026 revenue guidance raised to $6.6B
New manufacturing capacity in Pennsylvania and Thailand for 800G transceivers
Ecosystem
Coherent
Nvidia
Evidence (4 articles)
Nvidia Bets $4 Billion on Photonics to Power Next-Generation AI Infrastructure
Mar 2, 2026Lumentum CEO: Indium Phosphide Shortage Will Top Memory's
Jul 31, 2026Canada Deploys Grace Blackwell via $220M Bell-Cohere Deal
Jun 20, 2026Nvidia Commits $6.5B to Photonics in Supply Chain Bet on AI's Next Bottleneck
Jun 19, 2026