The Biggest Upgrade Enabling GPU to GPU

The future is going to chiplets, but there's still the issue that electrons are low bandwidth. In order to get chips to talk to each other at high bandwidth, we need light to work. This week at OFC, and last week at GTC, we're having our largest industry approval about how packaged optics (OBO, CPO) are going to revolutionize this space. Even if Jensen says he wants to hold off as long as possible. [00:00] - Intro [01:01] - Optics in the Datacenter Today [04:12] - The newest generation of Optics [05:05] - Examples of Gen2 connections [08:45] - Gen 3 and 4 / Co-Packaged Optics [09:23] - Who currently has CPO facilities [10:15] - Who is doing Gen3/4 Optics? [12:59] - Ayar Labs' OFC announcement [14:11] - Microring Resonators/Modules [17:02] - Mark Wade Interview [22:37] - Why I'm interested in optics https://ayarlabs.com/news/ayar-labs-unveils-worlds-first-ucie-optical-chiplet-for-ai-scale-up-architectures/ ----------------------- Need POTATO merch? There's a chip for that! http://merch.techtechpotato.com http://more-moore.com : Sign up to the More Than Moore Newsletter https://www.patreon.com/TechTechPotato : Patreon gets you access to the TTP Discord server! Follow Ian on Twitter at http://twitter.com/IanCutress Follow TechTechPotato on Twitter at http://twitter.com/TechTechPotato If you're in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links. Amazon USA : https://geni.us/AmazonUS-TTP Amazon UK : https://geni.us/AmazonUK-TTP Amazon CAN : https://geni.us/AmazonCAN-TTP Amazon GER : https://geni.us/AmazonDE-TTP Amazon Other : https://geni.us/TTPAmazonOther Ending music: https://www.youtube.com/watch?v=2N0tmgau5E4 ----------------------- Welcome to the TechTechPotato (c) Dr. Ian Cutress Ramblings about things related to Technology from an analyst for More Than Moore #ayarlabs #copackagedoptics #ofc2025 ------------ More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on the More Than Moore newsletter or TechTechPotato YouTube channel and related social media. The companies that fall under this banner include AMD, Applied Materials, Armari, ASM, Ayar Labs, Baidu, Dialectica, Facebook, GLG, Guidepoint, IBM, Impala, Infineon, Intel, Kuehne+Nagel, Lattice Semi, Linode, MediaTek, NordPass, NVIDIA, ProteanTecs, Qualcomm, SiFive, SIG, SiTime, Supermicro, Synopsys, Tenstorrent, Third Bridge, TSMC, Untether AI, Ventana Micro.