Reports
AI-generated structured vendor updates
NVIDIA
Other
2026-06-17
NVIDIA携手Coherent扩产AI光互联
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NVIDIA
Other
2026-06-17
NVIDIA and Coherent Scale InP Optical Interconnects for AI Rack-Scale Photonic Fabric
NVIDIA invests in Coherent to build a 6-inch InP wafer fab in Texas, dedicated to optical interconnects for AI racks. The Vera Rubin Ultra NVL576 cluster (576 GPUs across 8 racks) demands photonic links; copper is no longer viable. This signals a fundamental shift from copper to photonics in AI fabric.
NVIDIA
Product Launch
2026-05-29
NVIDIA's Triple Play: Vera CPU, N1X Laptop Chip, and $6.5B Silicon Photonics Reshape AI Infra Control
NVIDIA delivers first agent-specific Vera CPU (88 Arm v9.2 cores, 1.2TB/s memory bandwidth), teases consumer N1X laptop chip, and invests $6.5B in silicon photonics. This shifts AI orchestration control from x86 to NVIDIA's Arm ecosystem, while CPO addresses memory wall, but volume production remains challenging until post-2028.