TrendForce's 2027 Infrared Sensing and Optical Communication Market Trends report says internal data‑center Scale‑Up traffic is driving demand for VCSEL NPO solutions. VCSEL NPO is being prioritized for low power consumption, operational flexibility and a relatively mature supply chain; Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM and HiSilicon are investing in R&D. Multiple VCSEL NPO solutions are expected to emerge in 2027–28, and together with short‑reach optical transceiver dem

San Francisco's Board of Supervisors on Tuesday unanimously approved a 45-day moratorium on new data centers, effective immediately and renewable for roughly two years, while officials weigh longer-term limits. The move, part of growing U.S. pushback against AI infrastructure, explicitly targets projects including a proposed Bayview-Hunters Point development; sponsors said the neighborhood has shouldered heavy air pollution and environmental‑justice burdens. The city is home to OpenAI and ANTHROPIC. Other U.S. jurisdictions have already restricted data-center builds over concerns about water use, power costs and environmental impact.

Kremlin says problems should be resolved through dialogue, not missile launches.