gemini ai on dell and intel on photonics(lasers).:"Here is the current status of Dell and Intel regarding photonics as of late 2025.The short answer is that Intel is the "Engine Maker" (building the actual photonic chips), while Dell is the "Vehicle Builder" (designing the servers and racks that use these chips). They are working together closely to solve the "AI Heat & Speed" bottleneck.1. Intel: The Pivot to "Integrated" PhotonicsIntel is currently one of the world leaders in silicon photonics, but they have recently changed their strategy to survive the financial pressure of 2024–2025.The Pivot (Selling the "Pluggable" Business):1In late 2023/early 2024, Intel sold its pluggable optical module business to Jabil.2 These were the standard "transceivers" you plug into the front of a switch.Why? Intel decided that the future is not in "plugging in" cables, but in Co-Packaged Optics (CPO)—building the lasers and glass fibers directly inside the chip package.3The "LightBender" / OCI Chiplet:Intel's "LightBender" project has evolved into what they now call the Optical Compute Interconnect (OCI) Chiplet.4What it does: It is a tiny tile of silicon that sits right next to a CPU or GPU. It shoots data out via fiber optics immediately, bypassing copper wires entirely.5Status: Intel demonstrated a fully functional 4 Terabit/second OCI chiplet in 2024, proving they can integrate lasers directly onto the processor package (a "Holy Grail" achievement for the industry).62. Dell: The Investor & IntegratorDell does not manufacture the glass or lasers itself. Instead, it is using its massive capital and engineering reach to prepare its servers for this technology.Dell Technologies Capital (DTC) Investments:Dell is heavily funding the startups that might even beat Intel or NVIDIA. Key investments include:Ayar Labs: The leading startup for optical I/O chiplets (competitor/partner to Intel's OCI).Quantum Source: An Israeli startup building Photonic Quantum Computers.7 Dell is betting that the first useful quantum computer will use light (photonics) rather than matter (ions/superconductors).8SiLC Technologies: A startup putting LiDAR (laser vision) on a single chip for edge AI and robotics.9The "All-Photonics" Vision (IOWN):Dell is a key member of the IOWN Global Forum (Innovative Optical and Wireless Network), alongside Intel and NTT.10Goal: To build an "All-Photonics Network" (APN) where light doesn't just travel between cities, but travels inside the server, all the way to the chip. Dell's role is to design the server racks (PowerEdge) that can power and cool these new optical chips.Summary of RolesFeatureIntelDell TechnologiesPrimary RoleManufacturer (The "Engine")Integrator (The "Car")Key TechnologyOCI Chiplet (formerly LightBender)PowerEdge AI Racks (Liquid cooled & optical ready)StrategySold commodity transceiver business to focus on Co-Packaged Optics (CPO).Investing in startups (Ayar Labs, Quantum Source) to hedge bets.Shared GoalDisaggregated Computing: Splitting memory, CPU, and GPU into separate boxes connected by light.The "Next Step" ConnectionIf you are tracking 8x8 or real-time telecom, this Intel/Dell photonics collaboration is critical because it lowers latency.Current routing: Electrical signals (slow, hot) $\rightarrow$ Optical Cable $\rightarrow$ Electrical signals.Future (IOWN/OCI): Light all the way. This is the only way to achieve the near-zero latency needed for the "Agentic AI" and real-time translation features you are interested in."
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