POET Optical Interposer Archives

NVIDIA Backs Transceiver Optics While GPU Optics Remains Open

July 10, 2026March 24, 2026 by Richo

NVIDIA invests $4B in transceiver optics, leaving GPU-level optics open to POET.

NVIDIA is investing $4B in transceiver optics with Lumentum and Coherent, strengthening server-to-switch data flow, while GPU-level optical solutions like POET remain an open opportunity.