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

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

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