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Re: tedpeele post# 163338

Saturday, 10/14/2023 3:23:21 PM

Saturday, October 14, 2023 3:23:21 PM

Post# of 195308

It doesn’t mean there’s been any sea change within that company. It doesn’t mean they’re planning on making any major change in the next year or even the next five years to incorporate photonics as offered by these speakers in a big way



I would like to say either you know absolutely nothing about photonics or are not being forthright with what you know.

You are left to explain Global Foundry”s major initiative with its buildout of the Global Fotonix Foundry…..

Please explain this…..:

https://www.semianalysis.com/p/globalfoundries-fotonix-the-leading

Each generation of Nvida’s GPUs has doubled the IO via the custom NVLink interconnect. Nvidia likely can only do this 1 more generation before it significantly impacts their processors energy efficiency. Due to the nature of how new AI models have been exploding in parameter count, Nvidia is stuck in between a rock and a hard place with performance and power.
Nvidia needs co-packaged optics to continue to scale in AI..



And what are co-packaged optics we may ask?

Co-Packaged Optics (CPO) is an advanced heterogeneous integration of optics and silicon on a single packaged substrate aimed at addressing next generation bandwidth and power challenges.



So explain your ignorance for us TP?

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