Microsoft, alongside the Information Technology Industry Council, has met with the White House Office of Science and Technology Policy and the National Security Council to oppose a potential FCC import ban on Chinese-made optical transceivers. The FCC is weighing the restriction over security concerns, similar to its earlier Huawei ban, as Chinese firms currently supply about 66% of the global transceiver market used to connect AI chips in data centers.
tomshardware.com
· 2026-11-10
Nvidia and Cisco have jointly unveiled Ultra-Dense Small Form Factor Pluggable (USFP), a new optical transceiver standard supporting 400Gb/s per lane, the first interface to do so. Cisco says the module is designed to eventually reach total transfer rates of 12.8Tb/s, offering four times the bandwidth of existing 200Gb/s optics and 1.3x better power efficiency. Initial USFP transceivers will have 16 full-duplex lanes and work with both switches and Nvidia's SuperNIC adapters, which move data between GPUs using the RoCE protocol.
techspot.com
· 2026-10-15
GoPro has agreed to a $285 million cash merger with Starman Optical, a privately held maker of high-speed optical transceivers for AI data centers. Shareholders will receive $1.14 per share plus a roughly 10% stake in the combined, still Nasdaq-listed company, and Starman will also pay off GoPro's $92 million debt. The deal, expected to close by year-end pending regulatory approval, comes as GoPro's stock had crashed toward delisting territory amid weak sales and auditor doubts about its survival.
techspot.com
· 2026-09-02
GoPro announced a merger with optical-photonics company Starman Optical, a deal valued at $285 million that will pay off GoPro's roughly $92 million in outstanding debt. Existing GoPro shareholders will retain about 10 percent ownership of the combined, still publicly traded company, which expects the deal to close by the end of 2026 pending shareholder and regulatory approval. Beyond its camera and subscription business, GoPro plans to expand into optical transceivers for AI infrastructure, along with defense, government, robotics and aerospace markets.
engadget.com
· 2026-09-01
GoKawiil