IPO delayed to 2027 due to market resistance and investor skepticism

GPT-5.6 preview release gated by government approval per customer

White House orders OpenAI to gate GPT-5.6 releases per customer

OpenAI and Broadcom co-developing custom AI inference chip to reduce Nvidia dependency and cut token prices.

OpenAI partners with 25+ security firms and several governments

OpenAI filed paperwork for an IPO but has not set a date

Coherent, Nokia, and JX Advanced Metals announced major capacity expansion plans for optical chip production

Q3 FY 2026 AI optical revenue hits $1.2B, driven by 800G transceiver demand from hyperscalers

Full-year FY 2026 revenue guidance raised to $6.6B

New manufacturing capacity in Pennsylvania and Thailand for 800G transceivers