Line Rate

## Episode Summary

In this episode, we cover:

- **3 AI Networking Stocks Quietly Dominating Their Niche in August - 24/7 Wall St.** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMirgFBVV95cUxPb01DZTcyMk9uZzBQWGY5ZTEzQlR1Q0tFZV93eVNsRnZycFJuYk5YN21pWHVtRV9fNW5Qc0swRjg5SW54WEYtd2tXSTRzUlhZMmxMVkVIXy1HRjBEd2dBcFU2WTN2RWxKY2IxY3l1YzU0WDZVVlQwczZUZjVRZWwwUXRfcjUyRFdxYVJnbE85RXdheVJ5SmRJXzRUdi1Tb0xPY3NxNnRJWWtLTHVpaEE?oc=5)

- **Google unveils Virgo, the scale-out fabric ditching three-layer networks to unify AI accelerators - SDxCentral** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxPNHhxeW5vSnMzR2lKN1ZnQzBGTUlmLW16Y2l4U2t6MGF4N0hMRkd2U2lTbE9FRngzbUVKUlpQVjVjanlxZkFHcmFQdFZlTlJaWElnNTRycFJfc2Q2dC1nNzZTbkM2aGZDNV9nNVBOYkhQRTFsdUZqWVpZcUNXcFVQLWlKOTZ4MFptZVNhejFzNXRnV2ZyLXh0ZUdNOGRnWllscjFPM094ZTlROXVKVmxVcTVQblVGMFlhaC0tX3Q5c3lwNXZQSWw0aQ?oc=5)

- **Molex to Acquire Teramount to Expand Co-Packaged Optics Capabilities - citybiz** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPMTdjSUdSSmhFTmhPU1RIdU1fOFdXUldOdzRlRk5kMllYQ3dtREZRMHNwNXFiOWkyajFtTWxia3g0MlBIb2wyQV82WUJpcEJhNkZiaExKUFVTLUhuRlJwS2pETHJSS1ZXek9rMmNTb1JoNHJiQnl0bll4Tk16N05Yb2QwTkY0WVhXOXFjTkVLeXRMMjdTQlhWY0N0UFY2RHdYQlNBN2hRNlhKUVE?oc=5)

- **From Co-Packaged Optics to Nanolasers, Photonics Moves Inward - EE Times** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxPdi03TklJZF9JNXhHZjc4MmdVZHpPVjM3YU5RNkQ4WnVuV1JsM3I0eEFCZ2VtMElkcUFhRjdVY1ROQ1Z5V0s1Vy16cWo0UVNtbUpzVnhZY3RMR1pmRlh5bzlRd1I0djY4V1h4UFpSM1FTSmZxVElOTUQ3NTVJQkdjU3dsSDZUNWFCTXVHQ0FR?oc=5)

- **Ciena intros pluggable optical engine to boost co-packaged optics adoption - Fierce Network** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxPOWRtM3YyUE1OazJRY0ljNmtlSkF5OWMxUWpEaEM1c1BKbm9lakJzWW9JUG11OUhxLWtKRDc4YW5oa2FkRE04dnB3ZVRaVzZ6U0tVeVlWVFkyUXU5dXFWaGlwNTc1cHV4M0Q4VlRvNGZ6N3U1OHFIY0xkd19ZR3F1Q0RkYVhRVGs1U09DbHcyTjlJeWdNT0oydDFJTkNBOG5YYWFNbVdwT05rM0drY005MWtn?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Optics is the next big AI bottleneck. This company could be an underrated beneficiary. - MarketWatch** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMixgFBVV95cUxQUGUzZWFmaXhXMVVEbDFJMTAxTUxFQVZ5M05RbUl6eXR4RlVKNDFHVHEzWkVLQlRvVGlUVzE4RzlIS3pmU3BQRXhtQ0NnNWlTYmxmT0FqOWZvWWprZE45MFYyd2R0bjNhU18yclUtN3J2ZWN4QUxNUEN5VS1GUkdxWV9XMW5YcVUwbzdZVHRHbzZ6QVVoMGc4TlQzV1lhWXhocXR3aERGNXhhSE10NUJ6ZmR3cWpBTGwxTFJjQzJ2Y3Y0VUZJT3c?oc=5)

- **When racks outpace the infrastructure: Retrofitting data center power systems for AI-scale densities** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/opinions/when-racks-outpace-the-infrastructure-retrofitting-data-center-power-systems-for-ai-scale-densities/)

- **Scale-across: Why the future of distributed AI isn’t in one data center - Cisco Blogs** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxQbUd4RGRXTDV3VGpsUVh1dlFZTXR1V2xBeW9la2NoSUd2RmlnM3JUREhJVmEyUW5IR1Ria20yc2g3NnJxRElIWm9sLWZiYjB4TjhINDZQci1PVkllSUtPT3FYSjFEcmpUd2FvV3hISGNubG1NR05sUTA2T3RESDNSYmMtMzZIbFdBcVk1ZFpfeU02djUwNUNYR3I1alR0dEFEQ2cxZUpqTQ?oc=5)

- **What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure - digitimes** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMia0FVX3lxTE1ZaHZoTVJBcVQtenBxU2g2cGpNaGRPYkNHN3lmNU1GdGZXZWJxRXRKYWRXV0thTUZzdnZTSER0V1h2QWxRSmF4UkhTQ1Z4OFZ4QXFQTGtkSmRUaFVwZEphdzh0eU0yRnJaSkNR?oc=5)

- **Musk’s Mesh Optical Deal: The Next AI Infrastructure War Will Be Fought With Light - semivision** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMifkFVX3lxTE16R0xaeHhiM21vUml4VnVnRWZ4U2kwQ25PT0xBdjhOZUwzSXU2YndwX3AtZC1mU3pSZUJEZmxlYWw3cF9od0tMT0FSLUFzRk5yLUlqbE5oYlMyc1ItcEFQZzVCQzl0N05KR2VXNWZZQ1lMeUxtWUlVWkFaWmN6Zw?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Marvell Expands SiGe Capacity With GlobalFoundries for AI Data Center Optics - konsulteer.com** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxPVXhYb2d5cGhFWFg1SjMtNDc2N3A0TVlVTzRPN0FFRWlyYlQzbnVpTHNjMXJ2eWt4bzhpVWJUOS1yR3ktZVdYUl9hUEJJT1NRTnlaOGt2YU5ySF9JWFI2MVlXU2RXTWpCTFd2Q0doLVZLTjNSOENKdGFXV1pZa2xsN3FzSDVMSlUwTUdCUHhmdk9QQTlTTDZ4Ynd5VjJUZFA3SS03STFKRDRsSDl5X3REQw?oc=5)

- **Integrated Optics: Breaking the Bandwidth Bottleneck for Hyperscale AI | Features | Mar 2026 - Photonics Spectra** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxNcWRhVUNnVVZ4akxtOFFubFhxQlB6MV9rN2hwMk56dWg2Q2pEanZySmxGYl8zMlQ5YmlVbGNsRzM0X2NMNzFlaEtiUzVueFNwYUQ5NTJFVGl2Wi1YZldOVi1CV3BzVURkeDUxYWp4STJtVl9PTHdsclJKVzAwU2kzVVFBbUtTY21vSGc?oc=5)

- **Beyond the Data Center: High-Performance Networks for AI - Cisco Blogs** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxQcEZfRlhoNzJKUzZ3RERrYU5zTy1RR0JsRGJIQWMySDR1b1NmSU9iSnNqSThRUGhiQ1J0bExEWFAyaXRpSXpUR0oxcnM1d0dSRV9mdmpjNUJzYktEZ3VWNU05UThySjlIQ1hwb2xJM3B1aFB3bFVIVlpfY3FYMmc2WFdiV0gyQjRaZ2FBeFEzOVZpU1ZO?oc=5)

- **Nokia strengthens leadership in AI-ready data center networks with successful end-to-end Ultra Ethernet test across data center switch family - Nokia** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMigwJBVV95cUxQMzZMeWVZSzFCaWVRdmRvRXZiZVJfSkIwZDY1MlNDbWNPMmxpUGxSRnBHeU8ydWF5ODE5UXFUTmlNQ2dCdFFjUEVGcVdzRWJIM2MzVEZjTDN2VUVfdTBtTzRjZGdfMHdzdFFaWGFBN1ZBQnU2MWhjbnhyU2tmajU2RUllaTk5RVpodzFqcW9rTkVXb1d3azE4Y2tVTktzX3FpcTlBUkt2aDVsSUlmSWMxQ21GR2RVWHVYTTZsaE1NRFk2MElicnRwRjYxT3YyektkY0d6Yi1KRm9zRzlzV0tJTTFqYXpmN0FmV3lwRGlTMldUOFJGVVVpYll5MXhJU3NzeWVV?oc=5)

- **AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics - tomshardware.com** (Google News: AI datacenter networking)

- [Read more](https://news.google.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?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **U.S. funds $300 million to speed AI data centers with GLOBALFOUNDRIES photonics - CHOSUNBIZ - Chosunbiz** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNZy02ZmFyaGl2cjBIclVMZjBJeUUxUUNLTVAwQlloSDhrekg5NC1iTk5za0Y5bHFvUE1JTmpUSjRsNzVRVnViMExGaWhnXzRsYmtuT0VWRmdyYXZ2UzhOeVVXemhFbWd0cUtfOERfbk16YTJfdzhYemV3eEprY05TYzJVMkcxYzBS0gGcAUFVX3lxTE4zZzdjVzNxS3hvYVU1Y3dpVUVEQjBMWlZ1NWpZZ25SbWFkUm9VOHlEbGg5WVFWRGlBN1RZeU5jY05LVE1fbVVsN2I3Z2hwQkZRV2lSeE1uZVdJVVhfM0lydXNnYTh6b21Bbk92Tm9fc0NGNV8yajRiRzJVQkZrQ2hoVkJEY1RHNzhBNWZMN3ZneDRHT05BV19PRlFTVw?oc=5)

- **Crusoe files for $4.8bn data center campus in Jayton, Texas** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/crusoe-files-for-48bn-data-center-campus-in-jayton-texas/)

- **Co-packaged Optics Grow the Scale-out Switch Pie - LightCounting** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMi2AFBVV95cUxOMWx4MXVtVXVwTS1LajBvQlZfdkRFOURXRm95eDhERlJkS1pQMXpIWVFOcXhvMXJUd3ZrMUxmOE81VUdHQk1YdVRYak5pT3NjT3Y2WXI2amZaWDR4OVA1SDhDR2lsQ24zMHhIanhyWFBXNEtkMTYtZ3E0ZWpsWjA1MHBzR25CTHVlc1ZPUGM0QTRHMWwzY1hDNUp1b0h4ZGwxZHJkM2hCRHBDM1V3aThweFJHVjY2YV93N1E5Vzc5TkJsSFZsa1VMakFreHNqb2R2cW9DYlNEd1Q?oc=5)

- **Accelerating Ethernet-Native AI Clusters with Intel® Gaudi® 3 AI Accelerators and Cisco Nexus 9000 - Cisco Blogs** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPUlU1djZPMUhaOW9Pa19MTXFWSi04SVE2ZE16SlJqWHZTajhpc3cwQmVBaWlMOVZMR05rVXhlV2E0VURKWkVhVG5KT2VZelFEcGE5amlVTzFpX2VPdzN1RHVfNTRzUmFtY0E1b2RCOWZHMDJJR1ctVDNKNjB4STFHUXZlSW5EbDh5NHpYNFh0V3cyazBMWW45bnRDX2QwYkluOG9RRGtqMEQ2VGcxeE5ibjJvaUx0Z1prSW1jaHhyaWhBaWZWaDV5b2hJNA?oc=5)

- **2025 Global AI Data Center Interconnect Trends - TrendForce** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiZkFVX3lxTE1IUC1aY0t6Y1h1b0RNc0k3Unl0ckdULWc0blYtbk9JZXI1MFM5UFFaZ2dQeGx2NHZubTBQUnNqSXB2MHMwVWNVSE85Rzh5Q25UX3ozTWo0RldZX1NYbzdJZWdlTllSdw?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Google Bolsters AI Hypercomputer with New TPU Chips, Virgo Interconnect, Speedier Lustre - HPCwire** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxPNE1qTXpoQ3hmWFViZTV5M1hfNWxyTmYyQzBXTk1WanRPWXBwMU10cFpkZGVybURnQTQwMDN5MlU3Q0VkSlQwTzV3THVhUms2YjZ5LUczZ0xkQUp0eG9CTXhSNzhVRDBWcF9qblBrVmNTdEt2WGEzSDBOdUo1MFhEajk5RF92WVM4bHF1cHdDa1g0ekl1cFF4eURyNUJ1QW1TR2k1VVdxYXBTU3J1ek9zY2JOaWVmYmtacDY5SEh6bw?oc=5)

- **3 Optical Component Giants in Focus on Massive AI Data Center Growth - The Globe and Mail** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMi6AFBVV95cUxObjhnanR0Z2NrT2VGcVhJSEJLZ01CVjVsck5SYjMwdkFZSU9DMC1pQjBnZlF1TjNibER0ckZXd1pMZnhMTlpCR1h1QUVqLW01OWgyQ0pfSk5PRnQ1eV9zM2JPMHk0cUpOalQ3VGMxUWlmQjN6MGJXYThTRjFVVDZxSzREOG9rTTczNVJEd2NialVHZjZsNU13XzBvd0Y3eC1jNVhMSjBlQmY1UkJXbHoxblhTdjdKQ25zM1Nzc3kyVHFNbm8wM3RTOWp4VW03ZmhSZ3FNdXJQMmZrOG05TXhPcWxXc2JQeUw5?oc=5)

- **Building Data Center Infrastructure for the AI Revolution - Cisco Blogs** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxNSHJacFRPYTdKUVdRX2lGMW1leHVHdEY2czUtcDlsc0xyZkE0QkxuQWh2R2VEOXBtTVplZTRnQ2tRWmgwT0p0anB0YXVIV1Rva29SQy1pQ2lsdnZzeTJNdDFLNl96N25LcUgzMzBuWThENFIyVDltMzc3TTA4NFFETFNHR0llWjROLThQLU1HWnRHWFEyajJj?oc=5)

- **Bringing co-packaged optics to rack-scale AI infrastructure - Electronics360** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxQZUFhcllrMXBVaFhESzZNMC1FZ2RnQ244N0QyZHc2VUJWb2VyZzd2eVczd3JqLUpsaG9qblNsd3ZJemV0NF9FcFpwMURYd04wWjkwUGFtaVk3Ujk2NXhxeGMxSENFcVNVNTVubkptT21TeHdhMHczT2xmSFExekxuVWN0ekUwYVJiQjhSNFV6U1ZBZlpqa0FTUVhUZmpsN1ZhaUU0Z0oxaS01ZVBPMDhjWQ?oc=5)

- **From Packets to Light Paths: OCS Reshaping AI Data Center Architecture at OFC 2026 - semivision** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxOWGlsU2dfdnhWUUVSLWhaRGxlRlNoLWpzS2pCMzNkZDNLZWJUWjdqdkJZbGhHTHg2dVo1aTJrdkJZb3Q3ZDdxc080Nk9vNHRQY01NNlNCVnRzZnp3OXBTX3VQWEUwZ0Z5bVN4Ull3V2ItTU5sZjJXb2NkOUppREF3aFBrbWMzQUxzUlE?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Multiple AI Scale-Up Options Emerge - Semiconductor Engineering** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMickFVX3lxTE92WUItRWxPdEVXVExjaC01TmlLTDhwbXJrbldmSmQ3RWhqQjNTWm1pWXRjTTFiZy1YMnRud0dySkhMUTl1Zy0wWFJLUlAyTlhCa21GRnJIVTVvb3gyMkkyZThkdVRpREJqYUNhdnhaeDRuZw?oc=5)

- **Optimize data center networking for AI workloads - Nokia** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxNUXE3UFFpc25lcjFTa3hMZm1GYjJqNVRlZUEwQUEyTU9uYTB1VkxHcnlna0xLUHhhNHNFTTVkbjRZdDFSNnlhZ2wzT1EtNGFkV0NiTjBmTzY5eVFFRjFlazh4YTVDSlg1MG00RWpNVV9BTzN5YThwbkRMZW5xb2p4SzZB?oc=5)

- **The evolution of AI interconnects - marvell.com** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMid0FVX3lxTFBiNlEtRUtmUWl3QW9TMmJmMjZUSkxvZFZWc0lGMmZFNFdVZTY5UzdwcUxkMC1HYVZNcmhIN2ozSmFEbjVwR1puYzdNTzFJU29vdEtxOTNBVFVfMHgwME0tX0Z2VFZEWGF6LVlBRS1sYjh4VFFEdDFz?oc=5)

- **Nvidia enlists Arm as NVLink Fusion partner in major AI interconnect coup - SDxCentral** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxPVzRDeDY0RkZSUGxIOGhZZmgtU3Z5ZHNZYzdhc1NWR2l4MzNMdUl1RTVxM1c5NHRGM3VQQ0E0SWMxU19jeVdHSUNtVXZjN252MW5TTnFTQ25ob3ZieFdXYWhfZ2dnNGhMNXNkRkJMYzlIbXZITFBJY1A3UGxqbDVzT2dWTXRaTDRGS0dKTlozblM3UkJFdnJVd0dZdWFselBJWkVxWG8wNG9EZw?oc=5)

- **UALink Consortium invites new members to shape open AI interconnect standard - Blocks & Files** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMizAFBVV95cUxOazdiX3BQYmhJTzFZTXZ3TWlEa0RINi02bVNZMFJ0dEZNWTJlZzZsa2NYejVUUDNYMzN5b2ZiOTFDN21TTm9zbThSZk1WRm1HaUFCRF9CcEp5SG16NDFnNzViTVZYS2V4NmNNTEZnUmp6VGhFUzlrSExzRTZuVDRYajNwMmx3elM0X0hWeHZtYmlsTUVfd3J3Q3l6T2Z5ZDdtQktkVUJMcmlTcmw0bnRTNDRUS0RXdGtfc3BKWVR2aHFMaXhqZlJPT28xT18?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Beyond the Data Center: High-Performance Networks for AI - Cisco Blogs** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxQcEZfRlhoNzJKUzZ3RERrYU5zTy1RR0JsRGJIQWMySDR1b1NmSU9iSnNqSThRUGhiQ1J0bExEWFAyaXRpSXpUR0oxcnM1d0dSRV9mdmpjNUJzYktEZ3VWNU05UThySjlIQ1hwb2xJM3B1aFB3bFVIVlpfY3FYMmc2WFdiV0gyQjRaZ2FBeFEzOVZpU1ZO?oc=5)

- **Top Trends in Networking for AI: Connectivity from AI Clusters to the Edge - Futuriom** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxQb1NmQUp4V3ZJcmltb0ItRWR6TEVOMFhBeFREVklBNElqOE9MNk85UENiSHQ2SUY4TS1qTDdrdWVoR1h3M1VHLXhsOWtoUzZ4V3ZWaWl2NGFUUXprNzJlWVNOczh3dHpDLXdlSWI1emhfSThRMmxYcnVOUFc5TDJpT3hVRzBGTmFYbm12Uk43S2RZbV95SkpoU1EtR0lSV2plaG1FYUtHX2xCZk82eld1WDBNeXptZHQ0X19zZw?oc=5)

- **Scale-out Networking | AI Clusters | AI Infrastructure - Broadcom** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxNZldxd05CUXNVendURUxWRnpZMnBOejJaQThWQVpCQmpXREYzWXVObjZzMFRBQ1ZNWVNUU181Uk9WZEltYWZCc0JJbmRlNVJvODBBT1ZKOHptbGlwcHRhNHFLbTVCQ3lpUGZSaUQ1RDF4Q2JqYlEzMHZoNFVJaW84R0lB?oc=5)

- **Nokia strengthens leadership in AI-ready data center networks with successful end-to-end Ultra Ethernet test across data center switch family - Nokia** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMigwJBVV95cUxQMzZMeWVZSzFCaWVRdmRvRXZiZVJfSkIwZDY1MlNDbWNPMmxpUGxSRnBHeU8ydWF5ODE5UXFUTmlNQ2dCdFFjUEVGcVdzRWJIM2MzVEZjTDN2VUVfdTBtTzRjZGdfMHdzdFFaWGFBN1ZBQnU2MWhjbnhyU2tmajU2RUllaTk5RVpodzFqcW9rTkVXb1d3azE4Y2tVTktzX3FpcTlBUkt2aDVsSUlmSWMxQ21GR2RVWHVYTTZsaE1NRFk2MElicnRwRjYxT3YyektkY0d6Yi1KRm9zRzlzV0tJTTFqYXpmN0FmV3lwRGlTMldUOFJGVVVpYll5MXhJU3NzeWVV?oc=5)

- **AI Data Centers Get a Laser Boost With Optical Networking - IEEE Spectrum** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiY0FVX3lxTFBJRHNrZUhZV0ZYajhpaXhNUVhZRFR2dWhIdmt1NlRkeDdMOEtxSHJKVFJ4TG9oUFd2Q0F3cUVZN2xUbGt1MEpZMmkwLUpjaG9PbEF4WWctSUl3aXFENDZkZE1oWQ?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Co-packaged Optics Testing Gets Easier With FormFactor’s Pharos - Quantum Zeitgeist** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMid0FVX3lxTE9IV0RUTk1iWDBnUUJCUHpENUZVNkRHRnUzZ05KaTJtUDl2c0VxRHI2Y0djODhLNWhIQmYwWWg4aGVXYi11aXBVaHVPaE9ydXF1eFNmc3JMM1V6cmN6VUpCbVAtNkdOVXlPcXZQUkJVSTJ5d2Q5Zi1F?oc=5)

- **Co-Packaged Optics Module (CPO) Market Growth Driven by AI Data - openPR.com** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxNbnFCZTBFREFsTU8tUFRrVnB3SHhqUmFQM1VZSGJ2WEJtY1NZLUIzcms0Q1lTOXc3U1daYV9tek8zWm1xRFUxWFhZbWJBbG1QWDlIVkpDRVNyTzc0XzhVUUJNRWRacTVJQWlLR2pKWnJ1Y3MzMThyQ1BacGc5MExudkpmczVubXBURzh4TkRlMjN1a2NMX3ZHaWx6emxwdw?oc=5)

- **Nvidia bags Oracle and Meta deals in Spectrum Ethernet win - SDxCentral** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxPWmhJUmMzTVlRaTBEZW94VjhzVWR2Zmd0ZV9OZ0ZLNTJ3MEVoOXBkbXhTVThCTUczU2htZW9Lem5OS3RDeHEwdlpLWm5vaWdOanZSMWhSaUhmWnhBZFhiRTBVQzNHOUdqTEttaV9rajZYTjZOcTd1TnVuUThuZTBFZTlZZVRQV0lPaDBNblFtRTZyMUNzT2c?oc=5)

- **AI Workloads Are Turning The Data Center Network Into A Combined Memory And Storage Fabric - Semiconductor Engineering** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxPTm5MT0E2aUFnU2ZTUExSTThMM2dlUWprZHRkZ0VjaDlsTkFqZURIcGFncXhEdjJ5SE0yZUxZZm1Ia1FQV1UzNkNxbElVTGxnZ0dkVDh0czlsdlhoWWl6b3U5N25IV2s1RmViNHNoOWNTU0RaaEdsdHdHZWtvNV9xeGFwNS1tZ3h3TmNaZnhhdHlieVhwVjEtTjB1VEZrOWZlTFUyYW5HaXctdk5zZldaQTU3MHRMTTRYdFlR?oc=5)

- **What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure - digitimes** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMia0FVX3lxTE1ZaHZoTVJBcVQtenBxU2g2cGpNaGRPYkNHN3lmNU1GdGZXZWJxRXRKYWRXV0thTUZzdnZTSER0V1h2QWxRSmF4UkhTQ1Z4OFZ4QXFQTGtkSmRUaFVwZEphdzh0eU0yRnJaSkNR?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **AI Data Center Connectivity Wars: Copper and Optics Not Substitutes, CPO Reshapes Industry Profit Landscape - finance.biggo.com** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiYEFVX3lxTE93WjUyX09LSWpZNVlUaC1hb2xNNk9kMTJjUFJUOEsybEVqUWMyTXN0SnpEdm90QVI2czRyWXE0TzBDQjQzUm1rVUVoS2t3VFlaeFVVQ1Z0dktwcTNVZnR4UQ?oc=5)

- **Molex to Acquire Teramount to Expand Co-Packaged Optics Capabilities - citybiz** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPMTdjSUdSSmhFTmhPU1RIdU1fOFdXUldOdzRlRk5kMllYQ3dtREZRMHNwNXFiOWkyajFtTWxia3g0MlBIb2wyQV82WUJpcEJhNkZiaExKUFVTLUhuRlJwS2pETHJSS1ZXek9rMmNTb1JoNHJiQnl0bll4Tk16N05Yb2QwTkY0WVhXOXFjTkVLeXRMMjdTQlhWY0N0UFY2RHdYQlNBN2hRNlhKUVE?oc=5)

- **From Co-Packaged Optics to Nanolasers, Photonics Moves Inward - EE Times** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxPdi03TklJZF9JNXhHZjc4MmdVZHpPVjM3YU5RNkQ4WnVuV1JsM3I0eEFCZ2VtMElkcUFhRjdVY1ROQ1Z5V0s1Vy16cWo0UVNtbUpzVnhZY3RMR1pmRlh5bzlRd1I0djY4V1h4UFpSM1FTSmZxVElOTUQ3NTVJQkdjU3dsSDZUNWFCTXVHQ0FR?oc=5)

- **Advanced Photonics Enable the Next Generation of AI Data Centers | Features | Mar 2026 - photonics.com** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxQRXhmaFhFb3ZxbTBwNTFrc2EyOHlQWTJ4a1BjUXJ5bmdtTTMtVjJFQ0Q5dDZEQjllWG9QbHRob0ZhRDVOOWVURkMxV1BDamlkZ1EwWUNER0FOaDNwU3djT0Nza0xpRVhBS2NSbkg3ZDl6OFhxU1BxRzdQaEZrQVlHZE5aLS02dXVaZlpBLWJWMi1HQnlP?oc=5)

- **Ethernet More Than Doubles Size of InfiniBand as the Leading Fabric for AI Scale-Out Networks in 2025, According to Dell’Oro Group - Dell'Oro Group** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxQUnZ3SVhBTEQ3UGp0SndmVkQ5Y1BONDdSZ3czME9vWF81eG5lcVRUMG5vdVczYVVhNTduZzRiVnNzTFpsTnVoR280Q191RGQ4WmFlRGFRU1A0d1ZaS3ZoLS1LX2x0d2FSZ1hGX0t4R1VPRjRzMmwtOEtmbzRHUDN0b2FsNkdUZWlMR2FKaUkzdjM4bm8weFR2R0lEaVZNZmdIU1JoVzFPendHdkkwMWZheUxhOWpiTUs5R3pDMmVOWTdTT0hvX0U1UnZhUQ?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Sivers Semiconductors, O-Net and Enablence Technologies Announce Collaboration on Co-Packaged Optics - TMX Newsfile** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMi1wFBVV95cUxNVXJtandaVlZ0dkNaeVMtcjBpZ0JmZnFHeVMta01DYXRaWE1IWTVSTFU4R1NkcWt4TC1RLVlyLXVuRDhHdmFOUEQ0SzJKUWhGRWdRRGNXTG5wWTBHeUhLOGwxZDVDejNTMzZYakFTckFnaV9wTXRPTk4ycWwwNDNhWkpNeVlDdHFBcXk4NVlEdkN3SkpnZF9iMWJOS2ZUNW9PSnBHM1FzU01Qa0Mya0t0b1NzZWJVbTFPQ0VFSHVFS3VuWlJZUjhOeHJGU2RFY2lLbENGc0NOSQ?oc=5)

- **The Optical Backbone of AI: Why Coherent and Corning Matter More Than Most Investors Realize - drrobertcastellano.substack.com** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxQcDR1WV9iRUZUVkY1b0pERjBwNUtaV0pmeHpmZV9WVHhYSklmb2R6c05OUFRxYS1CcmRqdnI0Y0Rxb2g1eUg3S1ZlOTRRZmE3aXNsRzljWmxPRWdHeXpYVTFsQl9DU3czRDVZTEZLbVR2eWg0aEM1dHF2Z3NCYnUzakswWDJMOURkSFBIaW5R?oc=5)

- **Ultra Ethernet for Scalable AI Network Deployment - Cisco Blogs** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxQcXhxMi15Unc3Vi03c1VWZVRNb2pYU3lEZnhCdFNlaHNVMEhYR3NtTFd6Q3loTVNuWGc2QXdwMnRoVVFxLTg1RXM5a05NWjJjVzVzZjhSX2RndUp5NDdieEZXdGk0RWlKOC0zWTJRY1NpUmpfUzlQTmYydVZMUE5iandNYmh4NkFOSTdqeA?oc=5)

- **Ciena makes the case for hyper-rail photonics in data center fiber networks - Fierce Network** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMirwFBVV95cUxPVU0wMzdpaUlmWTIyT0I2OXFWc1JBdGt6X0tETlZSQW1pV3dpNmhNd3NJOS1TTDdoOXlneE0zYjd1YmpLZlY4clU1Q0NYMXljbkVrdzBOaHhDOE1ONVN1NU1tVDMycFdubWxaSEdRWXNFUl9IODRqN0JfQ1JoczQ0ZnEyT1lmQllJdHVuTmc2N2I3dnpTeVZiT18xaDB3dEFKU1pWcjdBeENCQ2VpbXZj?oc=5)

- **System-Level Design For 1.6 Tbps Interoperability In AI Data Centers - Semiconductor Engineering** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxNdTVCVUIwY0loYjJTVU5fY0tkQklrTGNTcnNyemxJcG5SSC02VkItLTM4NnU4cERkUHRsYjlxZGdRVDhvSG1wTGhIRm9obGpZWDA4UUVvY0VEN0E4SEhtYWlmZWNsTWFzbFI2N2pyRGVva1M4SjhQUU0weWFXT05fcEdIYU9DM1U5eWR0SWJ6ajZVOS04V3VwX3dlbkhvdw?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*