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NVIDIA: Photonic Interconnect for Next-Generation AI Systems

NVIDIA: Photonic Interconnect for Next-Generation AI Systems

Original Article by SemiVision Research (Nvidia)

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SEMIVISION
May 10, 2025
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NVIDIA: Photonic Interconnect for Next-Generation AI Systems
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Keynote Briefing for Paid Members

The core concept of this keynote is based on NVIDIA’s recently published paper at IEEE. In this session, we will provide an in-depth explanation of NVIDIA’s silicon photonics vision, focusing on the following topic:

Beyond Co-Packaged Optics: Enabling 200+ Tbps AI Systems with 2.5D On-Interposer Photonic Integration

Additionally, NVIDIA also addressed its perspectives on Optical Circuit Switches (OCS) and CMOS scaling. Building on the insights from their IEEE paper, it becomes clear that NVIDIA is laying out a comprehensive strategy for silicon photonics integration. When combined with TSMC’s Silicon Photonic Platform, which complements NVIDIA’s architectural vision, this provides a more complete picture of NVIDIA’s long-term positioning and strategy in the photonics domain.

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