NeutralMRVLMarvellMarvellCOHRCoherent Corp.Coherent Corp.LITELumentum Holdings Inc.Lumentum Holdings Inc.

Today on

- Peking University and SiFotonics researchers demonstrated a unified silicon photonic coherent platform spanning short- and long-distance optical communications. - Short-reach optics traditionally rely on VCSEL, EML, and SiPh-based IM-DD, while long-haul networks favor coherent transmission. - The researchers developed a high-power, narrow-linewidth laser combining an ultralow-loss SiN external cavity with an RSOA. - The laser achieved 70 mW direct output, sub-1 kHz linewidth, and 13.7% wall-plug efficiency. - Combined with SiPh coherent transceivers, the platform demonstrated 81.92 Tbps aggregate bandwidth across 256 wavelength channels. - Short-reach transmission required no optical amplification, while a separate long-haul demonstration exceeded 4,400 km. - Wavelength switching and transmission re-establishment were achieved within tens of microseconds. > PhotonCap Takeaway > The key implication is extending coherent optics beyond long-haul networks into AI data centers. > Low phase noise and high optical output from SiN external cavities address critical laser requirements for coherent transceivers. > Short-reach coherent adoption could expand opportunities for DSPs, coherent receivers, tunable lasers, and SiPh PICs. > The demonstrated 81.92 Tbps represents aggregate bandwidth across 256 wavelengths, not a single optical link. > For AI scale-up, coherent DSP power, latency, and cost must become competitive with conventional IM-DD. > $LITE and $COHR have relevant laser technologies, while $MRVL has coherent DSP exposure, but the research does not establish direct commercial benefits. > The critical investment question is where coherent optics can outperform IM-DD in energy per bit and cost per bit across transmission distances.

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Yesterday on

Google is becoming a serious AI infrastructure contender. $GOOGL Today, $AMD announced that its EPYC CPUs will power Google's TPU 8tx host infrastructure. But what about $AVGO? Broadcom remains a key partner, with agreements covering future TPU generations and networking components through 2031. And $MRVL is joining the broader custom silicon ecosystem. Google isn't just building an alternative to NVIDIA. It's building an entire AI semiconductor ecosystem. $NVDA's most interesting long-term competitor might be $GOOGL itself.

NeutralMRVLMarvellMarvellANETArista NetworksArista NetworksAVGOBroadcomBroadcomCOHRCoherent Corp.Coherent Corp.LITELumentum Holdings Inc.Lumentum Holdings Inc.NVDANVIDIANVIDIA

3d ago on

NVIDIA is reportedly exploring old telecom buildings as AI data centers. Think about what that means. The bottleneck is no longer just GPU performance. It's power, permitting, cooling, connectivity, and time to deployment. Repurposing existing telecom infrastructure could reduce some of those barriers. Now imagine AI capacity spreading across smaller, distributed facilities instead of only massive campuses. What happens to optical transport, networking architectures, and interconnect demand? $NVDA $ANET $AVGO $MRVL $LITE $COHR The infrastructure surrounding the GPUs may be just as interesting as the GPUs themselves.

BullishMRVLMarvellMarvellLITELumentum Holdings Inc.Lumentum Holdings Inc.

4d ago on

$LITE $MRVL - CEO states underlying demand remains robust despite significant stock price decline - Disconnect between business fundamentals and market sentiment suggests potential valuation opportunity > The CEO's statement reveals a gap between operational strength and stock performance, suggesting the sell-off may be driven by macro concerns or sentiment rather than fundamental business deterioration. > This could present a buying opportunity for investors who believe in the underlying demand dynamics.

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5d ago on

- $MRVL received LEAP Award recognition for its 1.6T optical DSP platform portfolio - Validates $MRVL's competitive positioning in high-speed optical interconnect solutions > $MRVL's LEAP Award signals third-party validation of its optical DSP technology maturity and market relevance as data center interconnect demand accelerates. > This recognition could strengthen the company's positioning with hyperscale customers evaluating optical coherent solutions.