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The Light is Here! Year One of CPO, How to Understand the Key Transformation in the AI Industry?
The trend of AI “light advancement” is becoming increasingly clear, with industry waves fueling new hotspots and opportunities. NVIDIA announced investments of $2 billion each in photonics giants Lumentum and Coherent, along with multi-billion dollar long-term procurement commitments and future capacity rights. This marks another historic move by NVIDIA in the optical interconnect field, following the launch of the world’s first mass-produced CPO switch in March last year.
Read this article to understand the latest industry developments and future plans from the OFC and GTC conferences.