photonics
18 articles about photonics in AI news
Lightmatter Forms 19-Company Photonics Standards Push
Lightmatter launches 19-company photonics standards initiative for AI data centers, aiming to standardize silicon photonics infrastructure.
Silicon Photonics Hits 300-mm Wafer Scale for AI Interconnects
Silicon photonics moves to 300-mm wafers for AI interconnects, cutting cost per Gbps by ~30% and addressing bandwidth bottlenecks in 100,000+ GPU clusters.
MITRE-Led Team Monolithically Integrates Piezo-Optomechanical Photonics
MITRE-led team demonstrated first monolithic CMOS platform for piezo-optomechanical photonics, achieving wafer-scale integration with 2.3x lower loss and 40% better bandwidth.
Nvidia Commits $6.5B to Photonics in Supply Chain Bet on AI's Next Bottleneck
Nvidia has invested over $6.5 billion across four photonics suppliers since March 2026, pairing equity stakes with multi-billion-dollar purchase commitments. The deals coincide with capacity expansion announcements from Coherent, Nokia, and Japan's JX Advanced Metals, and signal that optical interco
China Launches Photonics Lab to Bypass US Chip Curbs on AI
China launched a photonics lab to bypass US chip curbs and develop energy-efficient AI computing using light instead of electrons.
Nvidia's Silicon Photonics Roadmap Targets AI Data Center Bottlenecks
Nvidia is developing its own silicon photonics-based interconnects to address the growing data transfer bottleneck within AI data centers and supercomputers. This move is critical as AI model size and cluster scale continue to grow exponentially.
Silicon Photonics Breakthrough Enters Mass Production, Paving Way for Next-Generation AI Infrastructure
STMicroelectronics has begun mass production of its PIC100 silicon photonics platform, enabling 800G and 1.6T data rates critical for AI data centers. This breakthrough technology replaces copper with light for faster, more efficient data transmission between AI accelerators.
Nvidia Bets $4 Billion on Photonics to Power Next-Generation AI Infrastructure
Nvidia is investing $4 billion in photonics companies Lumentum and Coherent to develop optical technologies for AI data centers. This strategic move aims to overcome bandwidth bottlenecks and energy constraints as AI models grow exponentially in size and complexity.
Lightmatter Photonics Joins Nvidia NVLink Fusion for AI Interconnects
Lightmatter joins Nvidia NVLink Fusion with photonic interconnects. Nvidia Kyber rack delayed to 2028.
Simbe Robotics: In-Store Computer Vision and Robotics Cut Retail
Simbe's interview details how its in-store robots and computer vision reduce out-of-stocks and improve inventory accuracy. IGD highlights the practical benefits for grocery retailers. This matters as retailers seek automation to cut costs and enhance shelf availability.
TSMC Pushes CPO, CoPoS; AUO Eyes Test Partner Role
TSMC advances COUPE and CoPoS; AUO seeks testing role. Report via @dnystedt, with Ennostar, Tyntek, GCS as potential supply chain partners.
Lumentum CEO: Indium Phosphide Shortage Will Top Memory's
Lumentum CEO warns indium phosphide shortage will exceed memory's; Nvidia invested $2B each in Lumentum and Coherent to secure laser supply.
Ayar Labs Joins NVIDIA NVLink Fusion Ecosystem for Co-Packaged Optics
Ayar Labs joined NVIDIA's NVLink Fusion ecosystem to bring co-packaged optics to AI factories, following its $500M Series E and alongside Lightmatter's similar move.
Nvidia Partners Corning for US Fiber Manufacturing, Prepaying Billions
Nvidia partners Corning for US fiber manufacturing with multibillion-dollar prepayments, increasing domestic capacity by 50%+ for AI GPU cluster interconnects.
NVIDIA Vera Rubin VR NVL72: Value Extraction Engine Arrives
NVIDIA's Vera Rubin VR NVL72 shifts from value vendor to value extractor, targeting TCO. SemiAnalysis argues this overturns prior pricing paradigm.
Nvidia B200 Costs $6,400 to Produce, Gross Margin Hits 82%
Epoch AI estimates Nvidia's B200 GPU costs $5,700–$7,300 to produce, with HBM memory and advanced packaging accounting for two-thirds of the cost. At a $30k–$40k sale price, chip-level gross margins reach ~82%, though rack-scale margins may be lower.
Foxconn to Mass-Produce 10,000+ CPO Optical Switches for AI in Q3 2026
Foxconn's manufacturing arm will begin volume production of advanced co-packaged optics (CPO) switches in Q3 2026, targeting over 10,000 units. This move directly addresses the critical bandwidth and power bottlenecks in next-generation AI data center infrastructure.
Aehr Test Systems Lands $41M AI Chip Order; H2 Bookings Top $92M
Aehr Test Systems received a record $41 million production order from a key hyperscale AI customer. Total bookings for the second half of its fiscal year exceeded $92 million, highlighting surging demand for semiconductor test and burn-in equipment.