Networking in AI infrastructure: 806 signals in the last 90 days

Signals per month

October 2026 had 223 signals against an average of 248 for Jul to Sept: level. The current month is partial.

The latest headlines

1. 1 Nov 2026NVIDIA demonstrates next-generation OOI co-packaged optics and has prototype samples36Kr newsflashes · NVIDIA
2. 30 Oct 2026IREN and Wingspire Equipment Finance closed a $363 million financing for AI compute infrastructure.The AI Insider · IREN, Wingspire Equipment Finance
3. 30 Oct 2026Chinese optical communications suppliers sold off despite upbeat third-quarter earnings.SCMP Tech · Eoptolink, Innolight
4. 30 Oct 2026TE Connectivity expects to add more than $1 billion in Digital Data Networks revenue in fiscal 2027.AIM (Analytics India Magazine)
5. 30 Oct 2026Lightwave Logic’s electro-optic polymer technology was integrated into a Foxconn optical transceiver demonstration.StockTitan
6. 30 Oct 2026Huawei will provide computing infrastructure and tools for AI drug discovery rather than develop drugs itself.Pandaily · Huawei
7. 30 Oct 2026A micro-LED reached 2.75 GHz while consuming 25 milliwatts.Interesting Engineering
8. 29 Oct 2026Meta expanded its NVIDIA infrastructure deployment and AI collaboration.Caixin · Meta, NVIDIA
9. 29 Oct 2026Oracle unveiled new Oracle Acceleron networking features for AI infrastructure.ZDNet Korea · Oracle
10. 29 Oct 2026Marvell Technology is in talks to acquire Lumentum.36Kr newsflashes · Lumentum, Marvell

Members see every signal with its source, the body and the company file behind each name, filtered by tag, source and date.

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