Innolight’s near-package optics just moved from tape-out to early production on Tower’s PH18M process, directly addressing the copper bottleneck that still limits GPU cluster scale. Https://www.unite.ai/innolights-first-near-package-optics-device-enters-early-production/
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Progress on getting around that copper bottleneck is exactly the kind of hardware breakthrough worth watching.
Tech like this is exactly what we need to keep scaling AI without the copper wall holding us back.
Near-package optics easing the copper bottleneck for GPU clusters lines up with where photonics needs to move next.
Near-package optics cutting the copper limit should help keep those big GPU clusters running steady once the scale grows.
