GoPro Acquires Optical Firm for $285M, Enters AI Data Center Market

GoPro has announced a $285 million merger with optical-photonics firm Starman Optical, Inc., involving a share buyback at $1.14 per share and the settlement of $92 million in debt. GoPro investors will retain a 10% stake in the combined entity, ensuring partial control over the business.

The strategic partnership aims to expand GoPro’s portfolio by producing optical transceivers for AI data centers—critical components for fiber-optic data transmission networks that are becoming the standard for high-performance computing systems. Additionally, the deal opens doors to new markets, including defense, aerospace, and robotics, where advanced optical and sensor technologies are in high demand.

The merger accelerates GoPro’s plan to relocate some of its manufacturing back to the U.S., reducing risks tied to tariffs, geopolitical instability, and regulatory restrictions on foreign technologies in critical infrastructure.

Industry experts highlight this deal as part of a broader trend toward localized IT production. Analysts at PwC project that investments in AI infrastructure could reach $32 trillion by 2050, making this segment highly attractive for tech companies.