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Data Centers 8 February 2026 - 5 March 2026

Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent Corp rolled out its 224Gbps quad-channel transimpedance amplifier on Wednesday, zeroing in on the push for 800G and 1.6T optical transceivers powering AI and cloud data centers. The CHR1074, as the company calls it, snaps back to full performance in just 50 nanoseconds after an idle period, according to Coherent. Samples are already shipping, while the company expects to ramp up broader availability by the end of next quarter. “AI-driven infrastructure is redefining performance and power requirements across the optical interconnect ecosystem,” said Beck Mason, executive vice president for semiconductor devices at Coherent.
5 March 2026
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Siemens stock jumps 6% after outlook raise as AI data-centre demand lifts mood

Siemens stock jumps 6% after outlook raise as AI data-centre demand lifts mood

Shares of Siemens surged more than 6% on Thursday, after the German industrial giant boosted its yearly profit forecast, riding on stronger-than-expected demand for AI-fueled data-centre infrastructure. “Demand for data centres had considerably exceeded our expectations,” CEO Roland Busch told reporters. Deutsche Bank’s Gael de-Bray labeled it “a promising start to the year.” Still, CFO Ralf Thomas flagged lingering nerves around tariffs and geopolitics, describing investment sentiment as “pretty shaky.”
12 February 2026
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Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

Amazon.com sketched out a $200 billion capital spending plan for 2026, with the bulk aimed at assets like data centers and servers. The stock fell 9% on Friday. That spike in outlays is stirring up echoes of the dot-com era’s infrastructure binge in the early 2000s—an effort that gave birth to the current internet but ended up handing backers only modest gains.
8 February 2026
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