NuAxiSemiconductor trade intelligence
Ayar Labs showcasing future of AI infrastructure with Fujitsu, Intel Foundry, Corning and Altera
What happened
Ayar Labs is demonstrating its optical I/O technology for AI infrastructure at SC24 with partners Fujitsu, Intel Foundry, Corning, and Altera. The technology aims to replace copper interconnects and pluggable optics to improve performance and power efficiency in AI scale-up fabrics. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, demand, or pricing.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
Optical I/O Interconnects
Ayar LabsIntel FoundryFujitsu LtdCorning Inc
technology-trendrd-milestoneai-infrastructure
Source and time
Source: Semiconductor Today · 11/15/2024 · View original source
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