NVIDIA keynote: silicon photonics CPO switches hit 102.4 Tb/s, Vera Rubin architecture unveiled
thealexbanks · x · 2026-10-22
A Nebius engineer's live summary of Jensen Huang's keynote highlights three announcements:
- Co-Packaged Optics (CPO): NVIDIA integrates silicon photonics directly onto switch chips using TSMC technology, cutting electrical interconnects — 512 ports × 200 Gb/s for 102.4 Tb/s aggregate bandwidth.
- Vera Rubin: the next-gen AI computing architecture combining GPUs, CPUs, and high-bandwidth interconnects for massive-scale training and inference.
- Physical AI: linking simulation, robotics foundation models, and real-world autonomous systems with European industrial partners.
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