Financial Results
Arista Targets $18.5B in 2027 as AI Networking Expands
Arista targets approximately $18.5 billion in 2027 revenue and $7 billion in AI fabrics as scale-across Ethernet demand grows.
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Innolight Begins NPO Production on Tower Semiconductor’s Silicon Photonics
Innolight begins early production of its first NPO device on Tower Semiconductor’s 200mm PH18M silicon photonics platform, with additional 300mm NPO designs taped out.
On This Day: November 4
A look back at Converge Digest coverage published on November 4 in earlier years. 2025Google’s Project Suncatcher – TPUs in Space with 1.6 Tbps…
Lumai Optical AI Servers Head to UK’s ARIA Lab for Rack-Scale Inference Testing
ARIA's £50 million Scaling Inference Lab will evaluate Lumai's 3D optical AI inference servers at rack scale, testing energy efficiency and performance in a…
QumulusAI Contracts 0.5 MW in South Carolina
QumulusAI signed a five-year colocation agreement for 0.5 MW (500 kW) of data center capacity in Columbia, South Carolina, establishing its first site in…
Marvell to Acquire Lumentum: AI Connectivity Powerhouse
Marvell plans to acquire Lumentum in a $115 billion all-stock deal, bringing AI switching, custom silicon, optical DSPs, lasers and photonics manufacturing together.
Bluebird Fiber Unveils Tera-Core Backbone to Scale Beyond 400G
Bluebird Fiber launches Tera-Core, a colorless, gridless DWDM and terabit-capable IP/MPLS backbone architecture supporting multiple 400G connections and a roadmap to 800G.
Tower Semi Targets $2B in 2026 Revenue as Silicon Photonics Surges
Tower Semiconductor reports Q3 revenue of $526M as silicon photonics reaches $240M and AI optics capacity expansion accelerates into 2027.
AT&T and AST SpaceMobile Demo Seamless Handoffs
AT&T and AST SpaceMobile demonstrate a terrestrial-to-satellite cellular handoff with Ericsson and Nokia network technologies, advancing direct-to-device broadband integration.
Qualcomm Validates HBC Silicon, Advances Dragonfly AI250 Accelerator
Qualcomm validates working HBC near-memory silicon ahead of Dragonfly AI250 sampling expected in H1 2027, with commercial availability still unannounced.
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