Tagged AI infrastructure · show all articles
Nvidia and Marvell are both betting on optics to connect chips together. Lightmatter's bet goes one step further: using light for the connections inside a chip package as well.
Celestial AI's acquisition by Marvell was one of the largest deals in the photonic-interconnect wave. This briefing looks at what the technology actually does, and why it was worth that price to a company already established in custom silicon.
Not the chip. Not the training cluster. Ayar Labs focuses on one narrow, unglamorous problem — getting light on and off a chip efficiently — and is betting that narrowness is exactly what makes the bet work.