GoPro is moving into AI infrastructure by merging with private photonics firm Starman Optical, in a deal reported as worth $285 million. The company says Starman’s optical-photonics technology, including transceivers, is intended to give GoPro a foothold in the fast-growing data center and AI supply chain. Multiple outlets also report that the merger supports a broader shift beyond action cameras.
In addition to the data center focus, sources describe GoPro plans to pursue further opportunities tied to defense, robotics, aerospace and government markets, leveraging combined IP in optics and imaging. CNBC and other coverage highlight investor reaction to the announcement, with GoPro shares rising sharply—reported as 38% in one account—reflecting renewed attention to a potential turnaround strategy. Some reporting also notes the company’s recent stock performance and cites past context about valuation swings.
Overall angles differ: one outlet emphasizes the AI-and-data-center pivot as part of a larger “AI bonanza,” while another provides more detail on the merger structure and stated applications for the underlying optical technology.
