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AI Chips Update - Optical Transceivers Propel AI Data Center Growth
Simply Wall St.26d agoneutral
AI Chips Update - Optical Transceivers Propel AI Data Center Growth

The global optical transceiver market is projected to experience robust growth, reaching $34.4 billion by 2031 with a compound annual growth rate of 14.3%. This expansion is primarily fueled by the escalating demand for high-bandwidth optical interconnects due to the proliferation of AI workloads and the rapid build-out of hyperscale data centers. As telecommunications operators and cloud providers upgrade their networks, the migration towards advanced optical connectivity, including 400G,...

Stocks to Watch: PG&E, Intel, Chevron
The Wall Street Journal26d agoneutral
Stocks to Watch: PG&E, Intel, Chevron

↘️ PG&E (PCG): Shares of the California utility sank 8% premarket after lawmakers over the weekend introduced wildfire legislation that left out Gov. Gavin Newsom’s proposal to block insurance companies from suing utilities for wildfire-related claims.