Marvell Unveils Three 2-Nanometer Optical Technologies for AI Networks

Coherent on Monday announced the launch of PhotonLink, an integrated optics platform aimed at next-generation AI datacenters. The platform gives customers access to both individual components and complete optical assemblies from a single partner, which the company said helps simplify system design, streamline qualification and reduce the complexity of integrating technologies from multiple suppliers. PhotonLink supports co-packaged optics, near-packaged optics and emerging chip-to-chip connectivity. It brings together Coherent's portfolio of critical photonics technologies along with precision assembly and test capabilities, with vertical integration spanning compound semiconductor materials, lasers, optics and specialty fiber through final assembly and test.

Marvell Technology shares gained 4% Monday after the chipmaker detailed a set of 2-nanometer optical connectivity demonstrations aimed at AI data centers. The company plans to present the technology during ECOC 2026, a major European optical communications conference, with demonstrations covering several configurations designed for higher-speed links inside and between data center facilities. Marvell will show 400G-per-lane optical PAM4 using its 2nm process, along with an 800G ZR/ZR+ pluggable solution that includes MACsec security. The portfolio also includes demonstrations of 1.6T ZR and O-band coherent-lite technology, which Marvell said are intended to support the increasing bandwidth requirements of AI infrastructure. The technologies will be displayed at the event in Malaga, Spain, which runs through Sept. 24.

Qualcomm shares jumped approximately 7% to $190.085 after the chip designer disclosed an AI-infrastructure partnership with Amazon that could see the e-commerce and cloud giant purchase as much as $60 billion of Qualcomm products. Under the arrangement, Amazon would receive purchase-linked warrants valued at roughly $4 billion, equivalent to about 6.7% of the potential $60 billion purchasing ceiling. The two companies are also building custom inference silicon and optical connectivity capable of reaching 1.6 terabits per second. The deal gives Qualcomm a credible path to becoming a larger supplier inside hyperscale AI infrastructure rather than remaining overwhelmingly tied to mobile chips. At $190.085, Qualcomm trades 8.3% above its $175.52 GF Value estimate, suggesting the market is already pricing in part of the Amazon opportunity.