The optical interconnect market has ignited an upstream supply battle, prompting AMD to urgently secure CW lasers.

According to reports, AMD is accelerating its procurement of CW lasers to reduce reliance on NVIDIA's ecosystem. Institutions forecast that the CPO/NPO market will surge from approximately USD 100 million in 2025 to over USD 39 billion by 2030. All silicon photonics solutions, including CPO and NPO architectures, require external CW lasers as light sources. Currently, the global CW laser market is highly concentrated, with Lumentum’s production capacity already booked through 2028, resulting in extremely tight supply.

wallstreetcn14:01

NAND: The 'Next Big Thing' in Memory After HBM! AMD Moves Decisively to Acquire MEXT—Flash Memory Is Shaping the Economics of AI Inference

NAND flash memory is undergoing a comprehensive transformation—from its long-standing industry classification as a traditional 'cold data/capacity storage' asset into an 'expanded quasi-memory layer' in the era of AI inference—and is poised to become one of the most significant technological frontiers in the memory chip industry following HBM-based high-bandwidth memory systems.

Zhitong Finance18:28

AMD, Rackspace Strike Deal to Deploy 30MW of AI Compute

WSJ13minutes ago

Rackspace Surges After 30 MW AI Compute Deal With AMD; Cuts 15% Jobs

Seeking Alpha23minutes ago

Too cold at the top? Bank of America fund manager survey: Over half of managers believe AI is still in a 'boom phase,' but some are 'cashing out from elevated positions.'

A Bank of America survey shows that 56% of fund managers believe AI is still in a 'boom phase,' and 80% consider long positions in semiconductors to be the most crowded trade in history. As concerns over an AI bubble intensify, institutions have begun reducing exposure to technology stocks and global equities at elevated levels, increasing cash allocations, and shifting some capital toward defensive sectors such as financials and telecommunications—though most investors remain optimistic about AI’s long-term outlook.

wallstreetcn42minutes ago

Express News | AMD and Rackspace Technology Sign Definitive Agreement for Phased Deployment of 30 MW of AMD AI Compute

Breakings52minutes ago