Optical Interconnect– tag –
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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... -
Cisco-Backed Eliyan Raises $145M, Achieves $1B Valuation to Solve AI Interconnect Bottlenecks with Electro-Optical Solutions
Tech Funding News UK Overview Silicon Valley startup Eliyan has raised $145 million, including strategic investments from Cisco and Lumentum, pushing its valuation to $1 billion. This funding will accelerate its expansion into electro-op... -
Cisco’s Bill Gartner on AI Data Center Optics Economics: 1.6T Devices Key to Unlocking Scalability, Not a Bottleneck
Light Reading USA Overview Cisco's Bill Gartner discussed the economic significance of 400G+ optical transceivers in AI data centers, outlining three tiers of AI infrastructure: scale-up (intra-rack), scale-out (inter-rack with 400G/800G... -
Zacks Equity Research: Cisco’s Acacia Business Projects $4B Revenue from Hyperscalers Driven by 800G Coherent Optical Device Demand
Zacks Equity Research USA Overview Zacks Equity Research highlights strong growth for Cisco's Acacia business, driven by hyperscalers' deployment of 400G and 800G coherent optical devices, particularly 800G pluggables. Cisco projects app... -
Lumentum CEO Predicts Imminent Shift from Copper to Optical Interconnects in AI Data Centers, Citing InP Manufacturing as Key Bottleneck
Teahose USA Overview Lumentum CEO Michael Hurlston forecasts a shift from copper Ethernet cables to optical interconnects in AI data center server racks within 12 months due to physical limitations. The current inability of Lumentum's In... -
AI Data Centers Accelerate Shift to 800G/1.6T Optical Interconnects; OCI MSA Defines Common Optical Physical Layer
MLQ News USA Overview AI data centers are rapidly transitioning from copper to optical interconnects due to copper's speed limitations, with accelerated adoption of 800G pluggable transceivers and the introduction of 1.6T products. The O... -
Ayar Labs Accelerates Commercial Deployment of Optical I/O Chiplets to Revolutionize AI/HPC Performance, Breaking Data Center Bottlenecks
Lightwave Online United States Overview Ayar Labs has announced new partnerships to accelerate the commercial deployment of its silicon photonics-based optical I/O chiplets. This technology directly integrates optical interconnects with ... -
NVIDIA Integrates Next-Gen Silicon Photonics Optical Interconnects to Boost GPU Communication for Large-Scale AI Models
HPC Wire United States Overview NVIDIA has announced the adoption of a new generation of optical interconnect technology for its upcoming GPU clusters, significantly enhancing chip-to-chip and board-to-board optical connectivity. This te... -
Broadcom Initiates Mass Production of 800G CPO Switch ASICs for Next-Gen AI/HPC Data Centers, Slashing Power and Latency
Photonics News Weekly USA Overview Leading semiconductor manufacturer Broadcom has commenced mass production of its 800G Co-Packaged Optics (CPO) switch ASICs, specifically designed for AI and HPC data centers. This innovative ASIC integ... -
Marvell Technology Strengthens On-Chip Optical Expertise with Celestial AI Acquisition, Leading AI Market with 1.6T and 3.2T Optical Solutions
Kavout USA Overview Marvell Technology is strategically addressing the need for faster, more efficient data movement within and between AI clusters by integrating Celestial AI's on-chip optical expertise into its portfolio. Its electro-o...
