Silicon photonics & co-packaged optics https://ai-dc-parts.pages.dev/parts/networking-and-interconnect/silicon-photonics-and-co-packaged-optics-cpo News and posts about Silicon photonics & co-packaged optics on AI Data Center Parts Long-term contracts tie up InP capacity due to data center optics demand https://www.digitimes.com/news/a20260828PD211/inp-substrate-capacity-demand-data-center.html Fri, 28 Aug 2026 02:43:42 GMT Increased data center demand for high-frequency optics is causing a severe indium phosphide (InP) substrate shortage, leading companies to sign long-term contracts for supply stability. (DigiTimes) Marvell raises its outlook twice in two quarters as custom silicon, scale-up optics broaden https://www.digitimes.com/news/a20260828VL201/marvell-outlook-silicon-optics-revenue.html Fri, 28 Aug 2026 01:14:05 GMT Marvell Technologies raised its revenue outlook for fiscal 2027 and 2028, driven by custom silicon and scale-up optics. (DigiTimes) OpenAI Jalapeno Custom AI ASIC at Hot Chips 2026 https://www.servethehome.com/openai-jalapeno-asic-at-hot-chips-2026 Wed, 26 Aug 2026 00:45:45 GMT OpenAI presented its custom AI accelerator, Jalapeño, at Hot Chips 2026. (ServeTheHome)