Sivers, an InP laser company, is expanding its role in AI data center optical supply chains through partnerships with Jabil, Ayar Labs, GlobalFoundries, POET, and others for 1.6T pluggables, NPO, CPO, and Optical I/O applications. The company is investing $30 million in Glasgow to increase DFB laser capacity to over 100 million units annually by Q4 2027, with near-term revenue expected from Jabil's 1.6T DR8 LRO platform starting H1 2027.
Social media discussion on AI infrastructure stocks, highlighting connections between semiconductor and optical component suppliers (Sivers, GlobalFoundries, Marvell) in the AI datacenter supply chain, alongside a roundup of AI projects launching on the Base blockchain platform focusing on private inference, agent memory, and onchain execution.
AMD's data center revenue surged 107% year-over-year to $6.7 billion in Q2, representing 58% of total revenue, with Q3 guidance at $13 billion implying 41% growth. The strong performance reflects recovering chip demand following an AI-slowdown selloff, while semiconductor companies like NVIDIA and foundries are expanding capacity to support growing data center infrastructure needs.