Lightmatter®

Welcoming Roy Kim to the Lightmatter Leadership Team! We are thrilled to announce that Roy Kim has joined Lightmatter as our new Vice President of Product. Roy is a seasoned leader in the AI infrastructure space, bringing over 15 years of experience from industry titans including Google, AMD, and NVIDIA. Most recently, as Director of AI Infrastructure Product Management at Google, Roy led the strategy for large-scale AI initiatives—giving him a unique, end-to-end perspective on how hyperscale AI infrastructure is designed, built, and deployed. At Lightmatter, Roy will lead our global product strategy and roadmap as we enter a new chapter focused on production at scale across hyperscale AI infrastructure. His expertise in aligning engineering, commercial, and customer needs will be instrumental as we continue to deliver industry leading products and redefine the future of data centers. Please join us in giving Roy a warm welcome to the team! We are excited to have his leadership as we scale our solutions to meet the explosive demand of the AI era. Read the full announcement here: https://bit.ly/4tDOMCS Nicholas Harris #LeadershipAnnouncement #AIInfrastructure #Photonics #Semiconductors #ProductManagement

The future of AI scale-up is optical. With global fiber supply already strained, how you transition to photonic interconnects matters. Lightmatter's industry-leading Passage BiDi architecture, built for NVIDIA's NVLink Fusion ecosystem, was designed for exactly this constraint. By enabling simultaneous bidirectional signaling over the same optical paths, our BiDi links cut required optical fibers and connectors in half. “Integrating Lightmatter’s advanced photonic engines into the NVLink Fusion ecosystem provides our partners and hyperscale customers with more choice and flexibility to build specialized, energy-efficient AI infrastructure at unprecedented scale.” –Ashish Karandikar, Vice President of Engineering, NVIDIA In addition, other optical approaches communicate at chip perimeters. Lightmatter's 3D optical engines stack electronic ICs and processors directly on a silicon photonics engine to deliver the highest interconnect bandwidth and radix available for hyperscale AI infrastructure. More on our NVLink Fusion partnership: https://lnkd.in/gEgtxH5S #BiDi #SiliconPhotonics #AIHardware NVIDIA #NVLinkFusion

19 industry leaders and innovators. A blueprint for the photonic future of AI. A new Open Compute Project Foundation (OCP) workstream has been launched by a rapidly expanding community. Its mission: Develop a shared, Modular Hardware System (MHS)-based reference architecture for photonic interconnects. The blueprint is laid out in the group’s foundational whitepaper, “Architecture Vision: Open Silicon Photonics for AI Systems.” Now poised to turn co-packaged optics (CPO), its predecessors (NPO, XPO and CPX) and successor (photonic interposers) from concepts into hyperscale reality, this collaboration has expanded with nine new companies joining across every layer of the AI infrastructure hardware stack. Lightmatter is proud to have played a lead role in organizing this coalition and grateful to every member for the expertise and commitment they've brought to this work. These are the companies building the world's largest AI data centers. Read more: https://lnkd.in/g4ecZJnQ #SiliconPhotonics #AIInfrastructure #OpenComputeProject #CoPackagedOptics

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Breaking: Lightmatter announces major OCP initiative with industry leaders Celestica, Corning Incorporated, Dell Technologies, Flex, Foxconn Interconnect Technology (FIT), Hyve Solutions, Keysight Technologies, Qualcomm, and QCT. This collaboration will create open specifications for a shared Co-Packaged Optics (CPO) reference architecture, ensuring a robust ecosystem that supplies interoperable, CPO-enabled AI systems that can be produced and deployed at hyperscale. We’re proud of working alongside leading experts and architects to drive a future where optical-first architectures power the world’s most advanced frontier AI models at scale. Read the press release: https://bit.ly/3NDdG5W

Wide and Parallel Wins

Wide and Parallel Wins. The OCI MSA v1.0 spec is out—co-authored by NVIDIA, Meta, Microsoft, OpenAI, Broadcom, and AMD. It defines the optical physical layer for AI scale-up: DWDM in the O-band, micro-ring modulators, external laser source, BiDi on a single fiber. Lightmatter didn’t wait for a spec to start building this. We reasoned from physics, and we’ve been building silicon on this architecture for years. Three generations of Passage interconnect hardware. Hundreds of platforms operating in our validation data center. The world’s first 800 Gbps single-fiber BiDi DWDM link. A 1,600 Gbps Passage platform built with Qualcomm. And Guide—our VLSP-based external laser source—sampling now with unprecedented wavelength accuracy across 16 channels. A lot of companies will claim alignment with this spec. The difference is measured in generations of silicon, not press releases. NVIDIA Nicholas Harris https://lnkd.in/gEYZEPeG

The scale-up wall is real. To solve it, we’re integrating our industry-leading photonic interconnects into the ecosystem where it matters most. We are thrilled to announce that Lightmatter has become an optics partner in the NVIDIA NVLink™ Fusion ecosystem. Scaling AI means scaling interconnects. As frontier models grow relentlessly, electrical interconnects are hitting fundamental physical limits on power, reach, and density, leaving massive amounts of compute capacity underutilized. Photonics is the only path forward. Through this integration with NVIDIA's advanced system architecture, custom and semi-custom accelerators will connect to NVIDIA switch silicon via our Passage® co-packaged optics (CPO) and near-packaged optics (NPO)—powered by our Guide® VLSP™ lasers and industry-first bi-directional technology. This enables hyperscale customers to build AI factories with purpose-built silicon, unified by the highest bandwidth, lowest power optical fabric available from Lightmatter. This is what we’ve been building toward since day one: empowering multi-rack scale-up clusters with the industry’s most advanced photonic interconnects, accelerating frontier AI model training and inference to unprecedented speeds. Read more in our press release (https://lnkd.in/gEgtxH5S) and blog (https://lnkd.in/g6MKxmZx). Ashish Karandikar Vipin Tiwari Nicholas Harris Kurt von Hausen #NVLinkFusion #ArtificialIntelligence #Photonics