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What’s interesting here isn’t just the number—400 Gbps full duplex—but the fact that X-lumin has actually done it outside a lab. That alone shifts the conversation. Plenty of optical or wireless breakthroughs look impressive on paper, but the moment you move into real-world deployment, constraints creep in—alignment drift, atmospheric interference, integration headaches. This … [Read more...] about TeraLink at 400 Gbps: X-lumin Pushes Free-Space Optics Into Core Infrastructure Territory

IonQ has announced what may turn out to be one of the more important practical milestones in the commercial quantum race: the photonic interconnection of two independent trapped-ion quantum systems. On the surface, that sounds technical, maybe a bit dry even, but the implication is much bigger than the phrasing. The company is saying it has moved beyond operating a single … [Read more...] about IonQ Connects Two Quantum Computers and Pushes Its Scaling Story Forward

nEye.ai’s new $80 million Series C round is not just another funding announcement from the AI infrastructure stack. It points to a deeper shift in how the industry is starting to think about the limits of scale. The company, which now says it has raised $152 million in total, is building optical circuit switches designed to make large AI systems more flexible, denser, and less … [Read more...] about nEye.ai’s $80 Million Bet on Optical Switching Is Really a Bet on the Shape of the AI Data Center

Coupang has poured more than $84 million into AI and technology startups since 2023, positioning itself as a conduit for tech investment flowing between the United States and Asia. The U.S.-headquartered e-commerce giant is now deepening that bet with a partnership involving Contoro, an Austin-based robotics firm building autonomous unloading systems for shipping containers and … [Read more...] about Coupang Bets Big on AI Robotics, Backs Texas Startup for Global Logistics Push

Credo Technology Group (NASDAQ: CRDO) has announced a definitive agreement to acquire DustPhotonics, an Israeli fabless semiconductor company specializing in Silicon Photonics Photonic Integrated Circuits (SiPho PICs) for high-speed optical transceivers. The deal values DustPhotonics at $750 million in cash plus approximately 0.92 million Credo shares upfront, with up to 3.21 … [Read more...] about Credo Technology Acquires DustPhotonics to Build End-to-End AI Optical Connectivity Stack

NVIDIA has released Ising, an open-source family of AI models designed to accelerate progress toward practical quantum computers. The models target two of the field's most stubborn bottlenecks: processor calibration and error correction. Ising Calibration uses a vision language model to automate the continuous tuning of quantum processors, compressing what previously took … [Read more...] about NVIDIA Launches Ising, First Open AI Models for Quantum Computing

The fight over 6G wireless is not primarily about speed. Consumers fixate on throughput numbers — 5G promised gigabit connectivity, 6G is projected to deliver terabit-scale performance in laboratory conditions — but the contest that actually matters is happening in standards bodies, spectrum allocation conferences, and patent filing offices, mostly invisible to the public and … [Read more...] about The 6G Race Is a Standards War, and China Intends to Win It

The phrase "technology decoupling" entered mainstream policy vocabulary somewhere around 2018, when the United States placed ZTE on the brink of corporate death with a single export restriction. But the rupture between the American and Chinese technology ecosystems did not begin with ZTE, and it will not end with whatever executive order or tariff announcement arrives next. It … [Read more...] about How the US-China Technology War Reshaped the Global Supply Chain

Cloudflare has kicked off what it's calling Agents Week — a multi-day announcement sprint covering the full agent infrastructure stack. The company is positioning itself as the platform layer for the agentic era, and the scope of what's being shipped is worth paying attention to. The central concept is what Cloudflare calls the Agent Cloud: a runtime environment … [Read more...] about Cloudflare’s Agents Week: What It Means for the Developer Ecosystem

In an era where AI data centers, advanced manufacturing, and EV infrastructure are surging, one of the biggest bottlenecks isn’t technology — it’s the electric grid itself. Businesses and utilities across the U.S. often face multi-year waits for permanent infrastructure upgrades before they can connect new loads or expand operations. Los Angeles-based Critical Loop is … [Read more...] about Critical Loop Raises $26M Series A to Slash Grid Interconnection Delays from Years to Days