Nvidia Integrates Silicon Photonics in Upcoming Rubin Ultra Platform for AI Infrastructure
DATA AND AI INFRASTRUCTURE
Nvidia's upcoming Rubin Ultra platform will incorporate silicon photonics technology, enabling high-speed interconnects of 800G and 1.6T, marking a significant shift towards standard architecture in AI data centers. This integration is expected to drive growth in the pluggable optics market, projected to increase from $7 billion in 2024 to over $24 billion by 2030, while STMicroelectronics collaborates with Amazon Web Services to enhance silicon photonics production in Europe. Richard Soref, a pioneer in the field, continues to advocate for silicon photonics' potential to reduce data center power consumption despite funding challenges.

Feb 4, 2026, 6:15 AM