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from24/7 Wall St.
1 week ago

Even Nvidia Sees Lumentum as Lighting the Way Forward

Nvidia invests $2 billion in Lumentum through a strategic partnership to secure advanced optical components for next-generation AI data centers and gigawatt-scale infrastructure.
fromTheregister
3 months ago

Ayar Labs eyes hyperscale customers with GUC design collab

The idea is that rather than using copper interconnects, which have limited reach and often require the use of costly retimers, Ayar's TeraPHY photonic chiplets can be co-packaged alongside compute dies, enabling more than 200 Tbps of aggregate bandwidth for chip-to-chip communications. If Ayar and GUC can deliver on this design point, that'd make XPUs based on the tech more than 10 times faster than the fastest interconnects today, which top out at 14.4 Tbps.
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