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- Sep 22, 2026Ligent Jumps 19% In Hong Kong IPO On AI Optics DemandLigent Technologies, a Qingdao-based maker of the optical transceivers that link servers inside AI data centers, raised $727 million in a Hong Kong IPO and saw its shares jump as much as 19% on debut.→
- Sep 14, 2026Huawei Pitches A Cheaper Path Around Co-Packaged OpticsHuawei is promoting near-packaged optics as a lower-cost alternative to co-packaged optics for AI networking, targeting the serviceability and yield problems that have slowed CPO adoption.→
- Sep 7, 2026Nvidia's $99B Bet on Its Own AI CustomersNvidia's equity stakes in AI companies hit $99 billion in July, up 14-fold in a year, and a growing share of those companies spend their new capital buying Nvidia chips.→
- Aug 9, 2026Caris Leads a Wild Week for Recent IPO StocksCaris Life Sciences jumped 21.6% on a beat-and-raise quarter while BillionToOne fell 29.8% despite beating estimates, the sharpest split in the Renaissance IPO Index in weeks.→
- Aug 9, 2026Physical AI's Biggest Week Yet: $21 BillionSix deals in seven days — Lumilens, Hadrian, Terafab, Valar Atomics, Base Power and K2 Space — pushed more than $21 billion into reactors, factories, satellites and chips, not a single model release among them.→
- Aug 8, 2026AI's Next Bottleneck Isn't Chips — It's the WiresLumilens emerged from stealth with $700M+ in new funding at a $5.51B valuation to build the optical links between AI chips, the same week Terafab, Taalas and Hadrian all bet on AI's physical layer.→
- Aug 7, 2026Coherent Surges 40% on China Optics Restriction BetCoherent shares are up more than 40% in a week after a draft FCC proposal to restrict Chinese optical-transceiver imports handed Western AI-datacenter photonics suppliers a policy tailwind.→
- Jun 26, 2026FTC Clears Musk to Acquire Mesh, the SpaceX-Alumni Optical-Interconnect StartupThe FTC expedited its antitrust review and cleared Elon Musk to acquire Mesh Optical Technologies, a startup founded by three former SpaceX engineers that builds high-speed optical transceivers for data-center communications. Mesh emerged from stealth in February with a $50M Series A led by Thrive Capital; the acquisition slots directly into Musk's push to make his AI data centers faster and more energy-efficient.→
