Lightmatter Joins NVIDIA NVLink Fusion
BenBajarin · x · 2026-07-14
Ben Bajarin noted that there is "a lot to like" about Lightmatter. According to the quoted content: Lightmatter has joined NVIDIA's NVLink Fusion ecosystem and will provide CPO/NPO products compatible with NVIDIA's optical interconnect and SerDes technologies.
Key takeaways include:
- By adapting its bidirectional optical link architecture to NVLink Fusion, Lightmatter aims to reduce fiber and connector requirements by up to 50%.
- Simultaneously, this approach seeks to improve bandwidth and energy efficiency.
- The partnership means hyperscalers and AI chip developers can connect their proprietary XPUs to NVIDIA's switch chips, integrating silicon from multiple suppliers into a unified NVLink AI infrastructure.
- This also marks the transition of Lightmatter's Passage CPO/NPO from a standalone optical interconnect solution toward a commercialized platform.
More from Infra
- INT21's AI agent swarm rewrote Drama 3's inference runtime in Rust within one hour, beating SGLang-Omni — bingxu_ · 2026-10-26
- Anthropic's S-1 reveals $434.5B in contracted compute, with SpaceX the largest counterparty — _AustinCalvert_ · 2026-10-26
- Everyone ships AI sandboxes, yet Modal and Daytona still top growth charts — FinanceYF5 · 2026-10-26
- Ant S-1 validates 'compute is fungible' thesis: single pool, dynamic allocation — BenBajarin · 2026-10-26
- SLC NAND for AI may need 2% more wafer capacity per 1% share shift, echoing HBM — toptickcrypto · 2026-10-26
- NVIDIA's Vera Rubin NVL72 could cut GPU needs 75% for training giant MoE models — teortaxesTex · 2026-10-26