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According to the Islamic Republic of Iran Broadcasting (IRIB): Iranian President Pezeshizian held talks with the President of Pakistan.
2026-06-23
According to the Islamic Republic of Iran Broadcasting (IRIB): Iranian President Pezeshizian held talks with the President of Pakistan.
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Other News
2026-06-23
Market news: The European Union will intensify its investigation into the "addictive design" of Meta Platforms (META.O), which makes children addicted.
Market news: The European Union will intensify its investigation into the "addictive design" of Meta Platforms (META.O), which makes children addicted.
2026-06-23
Surging AI compute has pushed optical-interconnect valuations higher and amplified stock volatility. A SemiAnalysis report alleging delays to CPO (co‑packaged optics) mass production sparked a global sell-off in optical-communications names; NVIDIA e
Surging AI compute has pushed optical-interconnect valuations higher and amplified stock volatility. A SemiAnalysis report alleging delays to CPO (co‑packaged optics) mass production sparked a global sell-off in optical-communications names; NVIDIA executives denied a delay at a Taipei event and industry contacts say CPO mass production has not been postponed. Market confusion appears to conflate small‑batch validation with full industry rollout. Multiple industry sources identify indium‑phosphide laser chips as the binding constraint: long photonic‑chip fab buildouts and extended customer validation cycles make lasers the current capacity bottleneck. Strategically, CPO remains the long‑term solution for hyperscale model training clusters, but near term NPO, LPO and conventional pluggable modules are likely to operate in parallel to meet ultra‑high bandwidth demand. Deployment will be upstream‑capacity led and phased; compute‑bandwidth demand remains robust.
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