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#optical-technology News & Analysis

2 articles tagged with #optical-technology. AI-curated summaries with sentiment analysis and key takeaways from 50+ sources.

2 articles
AIBullishBlockonomi ยท Mar 117/10
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Corning (GLW) Stock Surges on AI Data Center Tech Deal and Strong Q4 Results

Corning (GLW) stock surged to near 52-week highs after securing a licensing deal for its PRIZM optical technology in AI data centers and delivering strong Q4 earnings results. UBS has set a $160 price target for the stock, reflecting optimism about the company's positioning in the AI infrastructure market.

AIBullishThe Verge โ€“ AI ยท Mar 27/107
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Nvidia’s spending $4 billion on photonics to stay ahead of the curve in AI

Nvidia is investing $4 billion total in photonics technology, splitting $2 billion each between Lumentum and Coherent to develop optical components for AI data centers. This strategic investment aims to improve energy efficiency, data transfer speeds, and bandwidth for next-generation AI infrastructure.

Nvidia’s spending $4 billion on photonics to stay ahead of the curve in AI
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