AI Industry Express: NVIDIA NVL576 Optical Engine Configuration May Increase by 78%, Potentially Benefiting Lumentum, Coherent, etc.

Odaily Planet Daily News According to Citrini analyst Jukan, FundaAI's latest report reveals that NVIDIA's NVL576 passive co-packaged optics technology nearly doubles the density of optical engines and optical components. The passive co-packaged optics technology increases the configuration volume of 3.2T optical engines per GPU from approximately 2.25 to around 4.0, an increase of 78%. It is estimated that the demand for Rubin Ultra optical engines will reach about 12 million units.

This news may directly benefit direct suppliers of optical engines, including Lumentum, Coherent, POET, among others.