- 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.
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The entities involved
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OpenAI
American artificial intelligence research organization
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Intel
American multinational technology company
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Qualcomm
American global semiconductor company
Related events
- Broadcom secured a $10 billion custom chip deal with OpenAI, intensifying competition in the AI semiconductor sector.
- OpenAI and Meta secured new AI infrastructure deals with both AMD and Nvidia, while leadership discussed product scaling.
- Both Qualcomm and eBay are reducing their workforce due to the ongoing adoption of Artificial Intelligence.
- Major tech companies are competing to develop and invest in custom AI silicon to reduce dependence on existing chip providers like Nvidia.
- OpenAI, SpaceX, and Oracle are engaging in multiple new financing and hardware procurement deals with firms like Broadcom, Nvidia, and Goldman Sachs.