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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.

Nvidia Integrates Silicon Photonics in Upcoming Rubin Ultra Platform for AI Infrastructure
Feb 4, 2026, 6:15 AM

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