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

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