Lumentum los tsim ib lub cuab yeej tshiab kom tau raws li qhov xav tau ntawm laser thov raws li AI nti loj pom zoo cog lus yuav loj heev.
Nvidia, tus tsim tawm nti uas nws cov khoom lag luam tseem ceeb rau AI kiv puag ncig, tau nqis peev $ 4 nphom raws li ib feem ntawm ob qhov kev cog lus tshiab tau kos npe nrog cov tuam txhab photonics Coherent thiab Lumentum.
AI kev lag luam kev lag luam nce ntxiv ntawm kev sib txuas kho qhov muag, thiab ib sab los ntawm kev ua kom muaj cov khoom siv laser rau cov kev xav tau tam sim no lub hom phiaj yog txhawm rau ua kom cov thev naus laus zis zoo li silicon photonics uas pom tias yog qhov tseem ceeb rau tom ntej - tiam neeg xam phaj architectures.
Qhov tsis yog- daim ntawv cog lus tshwj xeeb nrog Coherent thiab Lumentum yuav pom Nvidia nqis peev $ 2 nphom hauv txhua lub tuam txhab, sib pauv rau ntau -billion- daus las kev cog lus, nrog Lumentum tau teeb tsa los tsim cov cuab yeej tsim khoom tshiab thiab Coherent ntxiv rau nws cov kev tsim khoom hauv Teb Chaws Asmeskas uas twb muaj lawm.
Ob lub tuam txhab twb tau koom tes nrog Nvidia ntawm nws "Spectrum-X" keyboards, uas siv Lumentum lasers thiab Coherent's silicon photonics. Thiab tsuas yog ob peb lub lis piam dhau los Nvidia tshaj tawm "ntau-xyoo, ntau- tiam" kev koom tes nrog Meta txhawm rau ntsuas AI suav nrog kev ua haujlwm nrog Spectrum-X.
"Meta tau txais yuav Nvidia Spectrum-X Ethernet networking platform thoob plaws nws cov ko taw kev txhim kho los muab AI- nplai kev sib txuas, xa cov kev kwv yees, qis-latency kev ua tau zoo thaum siv ntau tshaj plaws thiab txhim kho ob qho tib si kev ua haujlwm thiab kev siv hluav taws xob," Nvidia tau hais thaum lub sijhawm.
Xov xwm ntawm qhov tseeb deals xa tus nqi Tshuag ntawm ob lub tuam txhab photonics nce sharply ua ntej ntawm kev lag luam kev lag luam poob qis thaum Lub Peb Hlis 3, txuas ntxiv cov txiaj ntsig uas tau pom Lumentum tus nqi nce los ntawm qhov ntau ntawm kaum xyoo dhau los, thaum Coherent's muaj ntau tshaj li plaub npaug.
Kev hloov pauv tseem ceeb
Nvidia CEO Jensen Huang, uas tau saib xyuas lub tuam txhab nce mus rau qhov muaj txiaj ntsig tshaj plaws hauv ntiaj teb, tau hais hauv kev tshaj tawm tshaj tawm Coherent daim ntawv cog lus:
"Kev suav tau hloov pauv hloov pauv. Hauv lub hnub nyoog ntawm AI, software khiav ntawm kev txawj ntse nrog cov tokens tsim nyob rau lub sijhawm tiag tiag los ntawm AI factories rau txhua qhov kev sib cuam tshuam thiab txhua qhov ntsiab lus.
"Nrog Coherent, Nvidia yog pioneer tom ntej - tiam silicon photonics los pab AI infrastructure ntawm qhov tsis tau pom dua, ceev thiab lub zog ua haujlwm."
Coherent's CEO Jim Anderson tau hais ntxiv tias: "Qhov kev sib raug zoo ntawm kev sib raug zoo no qhia txog Coherent lub luag haujlwm ua tus tseem ceeb ntawm - tiam AI data center infrastructure.
"Peb zoo siab los nthuav peb txoj kev sib raug zoo nrog Nvidia 20 xyoo los ntawm kev nce lawv txoj kev nkag mus rau suav nrog ntau tsev neeg cov khoom los pab lawv tsim cov AI cov ntaub ntawv chaw rau yav tom ntej."
Michael Hurlston, nws tus khub ntawm Lumentum, tau sau tseg tias: "Qhov kev cog lus ntau xyoo - xyoo no qhia txog peb txoj kev cog lus rau kev txhawb nqa cov thev naus laus zis thev naus laus zis uas yuav ua rau lub zog rau tiam tom ntej ntawm AI infrastructure.
"Nyob rau hauv kev txhawb nqa ntawm qhov kev sib koom tes no, peb kuj tau nqis peev hauv qhov chaw tsim khoom tshiab los ua kom muaj peev xwm thiab ua kom muaj kev hloov pauv tshiab. Peb zoo siab ua haujlwm ua ke los nthuav tawm qhov ua tau rau AI optical architectures ntawm tag kis."
Raws li US Security & Exchange Commission (SEC) cov ntaub ntawv cuam tshuam nrog ob qhov kev pom zoo, Nvidia tau them $ 2 nphom hauv nyiaj ntsuab kom tau ze li 2.9 lab Lumentum shares, sib npaug rau tus nqi yuav ntawm $ 695.31.
Kev yuav khoom Coherent, kuj tau them nyiaj ntsuab, pom Nvidia tau ze li ntawm 7.8 lab shares ntawm tus nqi ntawm $ 256.80.
