US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed momentum in the sector. Taiwan's optical component suppliers, which also released third-quarter results, showed signs of profit recovery after currency headwinds in the previous quarter, with growth expected to accelerate in 2026 as investment in co-packaged optics (CPO) and silicon photonics applications begins to bear fruit.
On November 2, local US time, Nvidia made history by sending its powerful H100 GPU into orbit for the first time. Just two days later, Google CEO Sundar Pichai announced that the company's TPU chips would soon follow, signaling the start of an unprecedented new frontier — the race to build gigawatt-scale AI data centers in space.
