Nvidia Blackwell Ai factory and POET's partners

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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LookinGIntoIt

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Nvidia Blackwell Ai factory and POET's partners

posted on Oct 17, 2024 03:17PM

So it seems that FIT will be the main system integrator/fabricator for Nvidia Blackwell servers and that Luxshare may also get a piece of the pie.

https://wccftech.com/nvidia-blackwell-gb200-ai-servers-ready-mass-deployment-december/

https://nvidianews.nvidia.com/news/nvidia-partners-with-foxconn-to-build-factories-and-systemsfor-the-ai-industrial-revolution

It seems clear to me that FIT and Luxshare will be playing a major role in NVIDIA supply chain.

Therefore, why not also serve the networking segment (transceivers modules to interconnect servers in the datacenters) within these AI factories and provide the end-user (hyperscalers) with better transceivers modules based on POET's optical interposer and optical engine.