NVLink– tag –
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New Technology
Intel and Ayar Labs Propel 224Gbps+ Scale-Up with Co-Packaged Optics, Extending NVIDIA NVLink
Silicon Co-Design USA Overview Co-Packaged Optics (CPO) technology is enabling 224Gbps+ scale-up interconnects, with Intel pursuing a truly integrated approach via its Optical Compute Interconnect (OCI) that heterogeneously integrates In... -
Market Trends
NVIDIA Adopts Hybrid Copper-Optics Strategy for AI Factories, NVLink 6 Connects 72 GPUs with Multi-Layer Resiliency
Elliot's Musings USA Overview NVIDIA is implementing a hybrid interconnect strategy for its AI factories, utilizing both extensive copper cabling for NVLink to connect 72 GPUs and developing integrated optical engines closer to switching... -
Photonics
Marvell Technology Enters S&P 500, Stock Triples in 2026 as Data Center Business Drives 76% of Revenue, Led by AI Optical Modules and 51.2T Ethernet Switches
Investing.com AU Australia Overview Marvell Technology has been added to the S&P 500 index, with its stock nearly tripling in 2026, demonstrating rapid growth fueled by AI infrastructure investments. The company reported that 76% of ... -
Photonics
Lightmatter Joins NVIDIA NVLink Fusion Ecosystem, Accelerates Photonic Interconnect Strategy for AI Data Centers with $850M Funding at $4.4B Valuation
International Banker USA Overview AI hardware and silicon photonics startup Lightmatter has joined NVIDIA's NVLink Fusion ecosystem, accelerating the deployment of high-performance optical interconnects for AI infrastructure. The company... -
Photonics
Photonics Achieves Bandwidth, Latency, and Power Efficiency Breakthroughs, Attracting Billions in New Investments for AI Infrastructure
International Banker International Overview Photonics is attracting billions of dollars in new investment due to its essential role in AI infrastructure, achieving groundbreaking breakthroughs in bandwidth, latency, and energy efficiency... -
Photonics
Lightmatter Joins NVIDIA NVLink Fusion Ecosystem, Boosts AI Data Center Optical Connectivity 8x with First 16-Wavelength Bidirectional DWDM Link
Lightmatter (Official Website) USA Overview Photonic computing company Lightmatter has advanced its photonic computing and interconnect technology for AI data centers, joining the NVIDIA NVLink Fusion ecosystem. The company achieved the ... -
Photonics
Ayar Labs Joins NVIDIA NVLink Fusion Ecosystem to Deploy Co-Packaged Optics in Rack-Scale AI Infrastructure
Forge Global USA Overview Ayar Labs, an optical I/O data platform, announced its participation in NVIDIA's NVLink Fusion ecosystem in June 2026 to bring Co-Packaged Optics (CPO) technology to rack-scale AI infrastructure. The company aim... -
Photonics
Lightmatter Unveils 114Tbps Passage M1000 3D Photonic Interposer and 50Tbps Optical I/O Laser at InterConnect 2026, Joins NVIDIA NVLink Fusion Ecosystem
Lightmatter USA Overview At its InterConnect 2026 keynote, Lightmatter revealed a new category of lasers capable of delivering 50 Tbps of optical I/O and the Passage M1000 3D Photonic Interposer, offering 114 Tbps I/O, to enable a photon... -
Photonics
NVIDIA’s Rubin Ultra Architecture Propels Co-Packaged Optics into Production for Gigawatt-Scale AI
Radiant Blog USA Overview NVIDIA's Vera Rubin Ultra architecture, unveiled at GTC 2026, marks the pivotal shift of Co-Packaged Optics (CPO) from conceptualization to an essential production technology for gigawatt-scale AI deployments. C...
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