Optinen tietojenkäsittely on kovassa kasvussa. Sijoittajalle siltä sektorilta löytyy paljon mahdollisuuksia.
Above 800 Gbps, copper interconnects are limited to a couple of meters and often require retimers to keep error rates from getting out of hand. Because of this, higher-speed copper interconnects, like those found in Nvidia's NVL72 systems, are usually constrained to the rack while pluggable optics are used for rack-to-rack communications.
Pluggable optics support much longer ranges, but that reach comes at the expense of higher power consumption and latency. This is the problem that silicon photonics providers, like Ayar, are trying to address.
By integrating its TeraPHY chiplets directly into the GPU or accelerator, Ayar says its designs can support significantly higher bandwidth while using a fraction of the power required by pluggables.
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