silicon photonics
Coverage of silicon photonics in the Nexus archive.
- Uncle Sam sees the light, offers GlobalFoundries $300M to pursue silicon photonics while taking 1% stake
The US government has agreed to provide GlobalFoundries with $300 million in CHIPS Act funding and a 1% stake to advance silicon photonics technologies for AI datacenters. The investment aims to support the development of high-speed optical interconnects like co-packaged optics (CPO) and near-packaged optics (NPO), which are critical for next-generation computing systems.
- The tech that could make Marvell the next trillion dollar company
Marvell CEO Matt Murphy and Nvidia CEO Jensen Huang predict the shift from copper interconnects to silicon photonics will revolutionize datacenters, potentially making Marvell a trillion-dollar company. Marvell has acquired Inphi and Celestial AI to advance its optical interconnect technology, with Nvidia investing $2 billion to support this transition.