Key Takeaways Credo acquires Hyperlume to expand its next-gen connectivity portfolio with microLED technology.Hyperlume's microLED tech delivers fast, energy-efficient chip-to-chip communication.Credo projects optical revenues to double again in fiscal 2026. Credo Technology Group Holding Ltd. (CRDO) recently acquired Hyperlume, Inc., a privately held developer of miniature light-emitting diode (microLED) technology-based optical interconnects for chip-to-chip communication. With this buyout, CRDO expects t ...

Core Insights - Shares of Plug Power, FuelCell Energy, and Bloom Energy have surged in 2025 due to increased demand in the AI-driven data center market and new partnerships [1][2] - The rise of hyperscale data centers is pushing operators to seek scalable, emission-free power solutions to meet growing energy needs [1][2] Plug Power - Plug Power has reached new milestones in green hydrogen production and fuel cell integration, providing rapid response and scalability for hyperscale operators [3] - The stock has increased by 90% over the past six months, driven by retail investor interest [3] FuelCell Energy - FuelCell Energy has gained attention for multi-megawatt deployments with major global data center partners, including pilot projects in Korea and new installations in the U.S. [4] - The stock has surged by 130% in the past month, reflecting the demand for its modular platforms that allow phased expansion [4] Bloom Energy - Bloom Energy differentiates itself with solid oxide fuel cell systems that enable instant, local power generation for large brands, including partnerships with Oracle Corp. [5] - The stock has skyrocketed by 280% in 2025, highlighting significant investor and industry interest [5] Industry Impact - All three companies are essential in supporting the ongoing AI revolution, addressing grid bottlenecks and driving stock rallies [6]

Core Insights - POET Technologies Inc. has partnered with Lessengers to develop an 800G DR8 transceiver aimed at AI and hyperscale data center applications [1][2] - The transceiver will utilize POET's optical engines and Lessengers' Direct Optical Wiring technology, providing a cost-effective solution [1][4] - Samples of the transceiver are expected to be available for customer review in the second half of 2025 [2] Company Overview - POET Technologies specializes in high-speed optical modules and light source products for AI systems and hyperscale data centers [5] - The company’s Optical Interposer technology allows for the integration of electronic and photonic devices into a single chip, resulting in lower costs and reduced power consumption [5] - POET's products are scalable for high production volumes and address challenges in various applications, including 5G networks and autonomous vehicle sensing [5] Partnership Details - The collaboration with Lessengers is described as a perfect partnership that leverages both companies' innovative capabilities in optical technology [3] - Lessengers' DOW technology complements POET's optical engines, enhancing efficiency and cost-effectiveness for transceiver customers [4][6] - Both companies are showcasing their technologies at the Optical Fiber Communications Conference in San Francisco [4]

Core Insights - Ansys and GlobalFoundries have collaborated to certify four Ansys photonic solvers for the GF Fotonix platform, enhancing the design capabilities for passive and active photonic components [2][4] - The GF Fotonix platform is the only commercially available foundry platform that allows for the monolithic integration of photonic and electronic components, catering to high-speed optical communications [3][6] - The certified Ansys solutions include FDTD, MODE, CHARGE, and HEAT, which support a wide range of design capabilities essential for photonic integrated circuits (PICs) [4][6] Company Overview - Ansys has over 50 years of experience in simulation software, enabling innovators to bridge the gap between design and reality [6] - The company's mission focuses on powering innovation that drives human advancement across various industries, including semiconductors and medical devices [7] Industry Context - The demand for high-capacity chips has surged due to the rise of compute-heavy technologies like AI, necessitating advanced design tools for photonic chip development [5] - The collaboration aims to address design challenges in photonic chip design, which is often time-consuming and costly, thereby empowering customers to develop next-generation technologies [5][6]