- Jensen Huang stated Astra trained on Blackwell GPUs, while Intel is expected to raise CPU prices, alongside updates on the energy and logistics sectors.
- OpenAI and Astra are pursuing custom AI chip development deals with Intel and Qualcomm, amid ongoing AI disruption fears.
Qualcomm, Lumentum, and Corning Unveil Optical Interconnect Demonstration
What happened
Qualcomm, Lumentum Holdings, and Corning jointly unveiled a die-to-die optical interconnect demonstration at an optical communications conference in Malaga, Spain. The showcase combined Qualcomm’s die-to-die interface subsystem, Lumentum’s laser-based optical interconnect platform, and Corning’s multimode fiber connectivity. This technology aims to address the bandwidth, power, and latency challenges faced by scaling artificial intelligence accelerators.
Why it matters
The demonstration highlights how advanced companies are addressing the physical limitations of AI scale-up. For Qualcomm, the unveiling placed its silicon at the center of AI data center buildouts, distinct from its traditional mobile business. The successful demonstration led to a 9% surge in Qualcomm stock on September 21.
OpenAI and Astra are pursuing custom AI chip development deals with Intel and Qualcomm, amid ongoing AI disruption fears.
Who's involved
- QualcommDemonstrated the die-to-die interface subsystem in the joint showcase.
- Lumentum HoldingsProvided the laser-based optical interconnect platform in the demonstration.
- CorningProvided the multimode fiber connectivity used in the integrated showcase.
Keep exploring
The entities involved
-
OpenAI
American artificial intelligence research organization
- Leaders call for international cooperation on AI risks, tech leaders call for oversight, and the CMA proposes stricter search engine choice requirements.
- Experts, including Dario Amodei at Cornell University, warned about the power and limits of AI, specifically citing risks of AI taking control of the internet.
-
Intel
American multinational technology company
-
Qualcomm
American global semiconductor company
Related events
- Major companies including AMD, Intel, Verizon, Corning, ServiceNow, and Salesforce are leading in AI infrastructure growth, driven by agreements on optical fiber and connectivity products.
- Qualcomm, TSMC, and AWS are collaborating on achieving key milestones for next-generation custom AI data center chip manufacturing.
- Major tech companies, including Intel, IBM, Nvidia, AMD, and Super Micro, partnered to advance AI infrastructure initiatives.
- Several tech companies, including OpenAI and Anthropic, are investing in AI infrastructure and competing for control.
- Nvidia, SpaceX, CoreWeave, Intel, and Rubin announced a mutual investment and partnership focused on AI compute capacity and data center development.