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NVIDIA and Coherent announced today a multi-year strategic agreement to jointly advance cutting-edge developments in advanced optical technologies, including manufacturing capacity expansion and research and development cooperation, to support the construction of next-generation artificial intelligence infrastructure.This non exclusive agreement includes Nvidia’s billions of dollars in procurement commitments, as well as future usage rights and capacity … Continued
Yu Tian
Ciena, an optical network equipment provider, received a large number of cloud orders by the end of 2025, but now it must cope with supply constraints to meet demand in the coming years. During Thursday’s Q4 2025 earnings conference call, the company’s Chief Financial Officer Marc Graff stated that Ciena is entering 2026 with a … Continued
