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MicroVision Unveils Advanced Photonics Solution to Power Next-Generation AI Data Centers

MicroVision's Scantinel subsidiary introduced an external laser small form-factor pluggable module at the European Conference on Optical Communication in Spain. Built on photonic integrated circuit technology, the ELSFP module provides a centralized light source for co-packaged optics systems, addressing critical power efficiency challenges in AI data centers and cloud infrastructure.

Technology2 sources

MicroVision Unveils Advanced Photonics Solution to Power Next-Generation AI Data Centers

Technology2 sources

Morphotonics Secures €40M+ Series B to Scale Waveguide Production for AI Glasses

Dutch deep-tech company Morphotonics has raised over €40 million in Series B funding to scale production of waveguides for AI glasses and augmented reality headsets. The round was backed by returning investors 3M Ventures, Innovation Industries, and BOM, with new participation from Invest-NL, European Innovation Council, and European Investment Bank.

Startups2 sources

Morphotonics Secures €40M+ Series B to Scale Waveguide Production for AI Glasses

Startups2 sources

LG Electronics Secures Nvidia Certification for 2.5-Megawatt AI Cooling Unit, Shares Jump 7.2%

LG Electronics earned Nvidia DSX Ready certification for its 2.5-megawatt coolant distribution unit, positioning it among three approved global partners. The company also expanded its Microsoft partnership for AI data center infrastructure, driving shares up 7.2% to ₩217,000.

Technology4 sources

LG Electronics Secures Nvidia Certification for 2.5-Megawatt AI Cooling Unit, Shares Jump 7.2%

Technology4 sources

Sandisk Surges 600% as AI Storage Demand Fuels $93.9 Billion Contract Backlog

Sandisk has surged over 600% in 2026 as AI infrastructure drives unprecedented demand for NAND flash memory. The company secured $93.9 billion in long-term contracts with major cloud customers, with data center revenue quadrupling to $2.98 billion. Rosenblatt initiated coverage with a buy rating and $2,400 price target, citing AI's transformation of storage from commodity to critical infrastructure.

Business6 sources

Sandisk Surges 600% as AI Storage Demand Fuels $93.9 Billion Contract Backlog

Business6 sources

Alibaba Unveils Zhenwu V900 AI Chip, Plans 20GW Datacenter Expansion and 10 Trillion Parameter Models

Alibaba CEO Eddie Wu unveiled the Zhenwu V900 at Apsara Conference 2026, calling it China's most powerful AI chip with three times the performance of its predecessor. The company plans to scale Alibaba Cloud to 20GW capacity by 2032 and train AI models reaching 5-10 trillion parameters, positioning itself against U.S. export controls.

Technology16 sources

Alibaba Unveils Zhenwu V900 AI Chip, Plans 20GW Datacenter Expansion and 10 Trillion Parameter Models

Technology16 sources

Lumentum Stock Rallies 5.4% as Optical Interconnects Target AI Infrastructure Buildout

Lumentum Holdings unveiled a high-density optical interconnect system with Qualcomm and Corning at ECOC 2026, showcasing advanced photonics for AI networking. The demonstration featured VCSEL-based technology and multimode fiber connectivity designed for next-generation data centers. Analysts maintain bullish ratings citing ultra-high-power laser demand exceeding supply.

Technology3 sources

Lumentum Stock Rallies 5.4% as Optical Interconnects Target AI Infrastructure Buildout

Technology3 sources

AMD Reaches $1 Trillion Market Cap as AI Infrastructure Bet Pays Off

AMD crossed the $1 trillion valuation threshold for the first time, becoming only the fourth U.S. chipmaker to reach this milestone. The company's shares surged 9% on Monday, driven by explosive data center growth and strategic wins in AI infrastructure. While still trailing Nvidia's $5.5 trillion valuation, AMD's rise marks a dramatic shift from perpetual underdog to serious contender.

Business8 sources

AMD Reaches $1 Trillion Market Cap as AI Infrastructure Bet Pays Off

Business8 sources

Marvell Technology debuts 2nm optical chips as AI networking shifts focus to power efficiency

Marvell Technology unveiled the industry's first 2-nanometer optical networking chips at ECOC 2026 in Spain, showcasing signal processors for optical transceivers and a 102.4-terabit co-packaged optics platform. The move positions Marvell to compete with Broadcom in the race for power-efficient AI data center infrastructure as hyperscale deployments strain energy budgets.

Technology2 sources

Marvell Technology debuts 2nm optical chips as AI networking shifts focus to power efficiency

Technology2 sources

MSI EdgeMesa N AI+ Mini PC Packs NVIDIA RTX Spark N1X With 128GB Unified Memory

MSI has unveiled the EdgeMesa N AI+, a compact Windows 11 Mini PC powered by NVIDIA RTX Spark N1X featuring a 20-core Grace CPU, Blackwell GPU with 6144 CUDA cores, and up to 128GB unified memory. The system targets local AI workloads, content creation, and gaming but lacks pricing and release details beyond an October 2026 launch window.

Technology3 sources

MSI EdgeMesa N AI+ Mini PC Packs NVIDIA RTX Spark N1X With 128GB Unified Memory

Technology3 sources

MediaTek Launches Dimensity CX C10 Max 3nm Processor to Power Premium Googlebook Laptops

MediaTek introduced the Dimensity CX C10 Max, its first flagship laptop chip built on TSMC's 3nm process. The processor debuts in upcoming Lenovo Googlebook devices, offering 55 TOPS of AI performance with an octa-core CPU and 11-core GPU. However, questions arise about its performance claims and how it positions against established competitors.

Technology6 sources

MediaTek Launches Dimensity CX C10 Max 3nm Processor to Power Premium Googlebook Laptops

Technology6 sources

Apple's M5 Ultra Mac Studio and M6 Mini Target AI Workloads With Powerful Upgrades and Steep Prices

Apple launched its M5 Ultra Mac Studio and M6 Mac Mini, positioning both machines for AI capabilities and heavy computational tasks. The M5 Ultra Mac Studio starts at $5,500 with configurations reaching over $18,000, while the M6 Mac Mini offers entry-level AI performance. Both face criticism for significant price increases driven by memory costs.

Technology10 sources

Apple's M5 Ultra Mac Studio and M6 Mini Target AI Workloads With Powerful Upgrades and Steep Prices

Technology10 sources

Einride Partners With Nvidia to Scale Autonomous Truck Fleet to 2,000 Vehicles by 2028

Swedish freight technology company Einride announced a strategic collaboration with Nvidia to accelerate autonomous trucking deployment using Nvidia's DRIVE Hyperion platform. The partnership targets scaling Einride's electric truck fleet to 1,500-2,000 vehicles by 2028, with approximately 80% of current demand suitable for automation across highway and suburban routes.

Technology4 sources

Einride Partners With Nvidia to Scale Autonomous Truck Fleet to 2,000 Vehicles by 2028

Technology4 sources

Apple Positions iPhone as Ideal AI Device While Siri-Powered Home Hub Nears Launch

Apple CEO John Ternus opened his first keynote by describing the ideal AI device, only to reveal it's already the iPhone. Meanwhile, the company's long-awaited Home Hub, codenamed J490, is being tested in employee homes and could launch as early as next month, anchoring Apple's AI strategy around existing hardware.

Technology2 sources

Apple Positions iPhone as Ideal AI Device While Siri-Powered Home Hub Nears Launch

Technology2 sources

SK hynix Ventures launches in Silicon Valley to expand AI ecosystem investments

SK hynix launched its corporate venture capital brand, SK hynix Ventures, in Silicon Valley to strengthen strategic partnerships across the global AI ecosystem. The move expands the memory chip giant's investment focus from semiconductors to AI computing, data centers, system software, and optical interconnect technologies as it positions itself as a strategic partner in AI infrastructure development.

Business2 sources

SK hynix Ventures launches in Silicon Valley to expand AI ecosystem investments

Business2 sources

Asus Launches Ascent QN10: World's First 80 TOPS Agentic AI Mini PC With Qualcomm X2 Elite

Asus unveiled the Ascent QN10, the world's first agentic AI mini PC powered by Qualcomm's X2 Elite processor with 80 TOPS NPU capability. Starting at $1,349 with 16GB RAM, this compact desktop promises local AI agent execution and multi-display support in a chassis 86% smaller than traditional PCs.

Technology3 sources

Asus Launches Ascent QN10: World's First 80 TOPS Agentic AI Mini PC With Qualcomm X2 Elite

Technology3 sources

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