Lightmatter will provide co-packaged optics (CPO) and near-packaged optics (NPO) products compatible with NVIDIA's optical and SerDes technologies, aiming to reduce fiber and connector requirements by up to 50% while improving bandwidth and power efficiency. This collaboration enables hyperscalers and AI chip developers to connect custom XPUs with NVIDIA switch silicon, integrating chips from multiple suppliers into a unified NVLink-based AI infrastructure.
NVIDIA is integrating third-party photonic engines into its NVLink ecosystem, expanding CPO options for hyperscalers and custom AI chip developers.