Lumentum Selected as an NVIDIA Silicon Photonics Ecosystem Partner to Advance AI Networking at Scale
Lumentum Holdings (LITE) has been selected as a key contributor in NVIDIA's silicon photonics ecosystem. The company's high-power, high-efficiency lasers will play a important role in developing NVIDIA's new Spectrum-X Photonics networking switches.
The collaboration aims to address power consumption challenges in scaling AI factories. NVIDIA's Spectrum-X Photonics and Quantum-X Photonics networking switches, incorporating Lumentum's laser technology, are designed to reduce power consumption, enhance resilience, and enable faster deployment.
This new laser technology complements Lumentum's existing electro-absorption modulated lasers (EMLs), which currently power many 400Gb/s, 800Gb/s, and upcoming 1.6Tb/s optical transceivers in cloud and AI data centers.
Lumentum Holdings (LITE) è stata selezionata come un contributore chiave nell'
La collaborazione mira ad affrontare le sfide del consumo energetico nella scalabilità delle fabbriche di intelligenza artificiale. Gli switch di rete fotonici Spectrum-X e Quantum-X di NVIDIA, che incorporano la tecnologia laser di Lumentum, sono progettati per ridurre il consumo energetico, migliorare la resilienza e consentire un'implementazione più rapida.
Questa nuova tecnologia laser completa i laser a modulazione elettro-assorbente (EML) esistenti di Lumentum, che attualmente alimentano molti transceiver ottici da 400Gb/s, 800Gb/s e i prossimi 1.6Tb/s nei centri dati cloud e AI.
Lumentum Holdings (LITE) ha sido seleccionada como un contribuyente clave en el ecosistema de fotónica de silicio de NVIDIA. Los láseres de alta potencia y alta eficiencia de la empresa desempeñarán un papel importante en el desarrollo de los conmutadores de red fotónica Spectrum-X de NVIDIA.
La colaboración tiene como objetivo abordar los desafíos del consumo de energía al escalar fábricas de IA. Los conmutadores de red fotónica Spectrum-X y Quantum-X de NVIDIA, que incorporan la tecnología láser de Lumentum, están diseñados para reducir el consumo de energía, mejorar la resiliencia y permitir un despliegue más rápido.
Esta nueva tecnología láser complementa los láseres modulados por electroabsorción (EML) existentes de Lumentum, que actualmente alimentan muchos transceptores ópticos de 400Gb/s, 800Gb/s y los próximos de 1.6Tb/s en centros de datos en la nube y de IA.
Lumentum Holdings (LITE)는 NVIDIA의 실리콘 포토닉스 생태계에서 중요한 기여자로 선정되었습니다. 회사의 고출력, 고효율 레이저는 NVIDIA의 새로운 Spectrum-X 포토닉스 네트워킹 스위치 개발에 중요한 역할을 할 것입니다.
이번 협력은 AI 공장을 확장하는 데 있어 전력 소비 문제를 해결하는 것을 목표로 하고 있습니다. Lumentum의 레이저 기술을 통합한 NVIDIA의 Spectrum-X 포토닉스 및 Quantum-X 포토닉스 네트워킹 스위치는 전력 소비를 줄이고, 회복력을 향상시키며, 더 빠른 배포를 가능하게 하도록 설계되었습니다.
이 새로운 레이저 기술은 현재 클라우드 및 AI 데이터 센터에서 400Gb/s, 800Gb/s, 그리고 다가오는 1.6Tb/s 광 트랜시버에 전력을 공급하는 Lumentum의 기존 전자 흡수 변조 레이저(EML)를 보완합니다.
Lumentum Holdings (LITE) a été sélectionnée comme un contributeur clé dans l'écosystème de photonique au silicium de NVIDIA. Les lasers haute puissance et haute efficacité de l'entreprise joueront un rôle important dans le développement des commutateurs réseau photonique Spectrum-X de NVIDIA.
La collaboration vise à relever les défis de la consommation d'énergie lors de l'extension des usines d'IA. Les commutateurs réseau photonique Spectrum-X et Quantum-X de NVIDIA, intégrant la technologie laser de Lumentum, sont conçus pour réduire la consommation d'énergie, améliorer la résilience et permettre un déploiement plus rapide.
Cette nouvelle technologie laser complète les lasers modulés par absorption électro (EML) existants de Lumentum, qui alimentent actuellement de nombreux transceivers optiques de 400Gb/s, 800Gb/s et les futurs de 1.6Tb/s dans les centres de données cloud et IA.
Lumentum Holdings (LITE) wurde als wichtiger Beitragender im Silizium-Photonik-Ökosystem von NVIDIA ausgewählt. Die Hochleistungs- und hocheffizienten Laser des Unternehmens werden eine bedeutende Rolle bei der Entwicklung von NVIDIA's neuen Spectrum-X Photoniken-Netzwerkschaltern spielen.
Die Zusammenarbeit zielt darauf ab, die Herausforderungen des Energieverbrauchs bei der Skalierung von KI-Fabriken anzugehen. Die von Lumentum entwickelte Lasertechnologie in den Spectrum-X Photoniken und Quantum-X Photoniken Netzwerkschaltern von NVIDIA ist darauf ausgelegt, den Energieverbrauch zu senken, die Resilienz zu verbessern und eine schnellere Implementierung zu ermöglichen.
Diese neue Lasertechnologie ergänzt die bestehenden elektroabsorbierenden modulierten Laser (EMLs) von Lumentum, die derzeit viele 400Gb/s, 800Gb/s und kommende 1.6Tb/s optische Transceiver in Cloud- und KI-Rechenzentren antreiben.
- Strategic partnership with industry leader NVIDIA for AI networking solutions
- Expansion into high-growth AI infrastructure market
- Technology enables significant power consumption reduction in data centers
- Complements existing product portfolio in high-speed optical transceivers
- None.
Insights
Lumentum's selection as a key partner in NVIDIA's silicon photonics ecosystem represents a significant strategic advancement in the optical components market. The partnership centers on Lumentum's indium phosphide lasers being integrated into NVIDIA's new Spectrum-X Photonics networking switches - critical infrastructure for scaling AI deployments.
This collaboration addresses one of AI's fundamental challenges: power consumption. As AI factories scale, traditional networking approaches become increasingly inefficient. NVIDIA's new photonics-based switches leverage Lumentum's specialized laser technology to significantly reduce power consumption while enhancing resilience and deployment speed.
The technical significance cannot be overstated. Lumentum's expertise in high-power, high-efficiency lasers complements their existing electro-absorption modulated lasers (EMLs) currently powering 400Gb/s and 800Gb/s optical transceivers. This positioning in NVIDIA's ecosystem potentially accelerates the industry-wide transition from copper to photonic interconnects - a transformation that extends beyond just AI applications.
By aligning with NVIDIA, the undisputed leader in AI computing infrastructure, Lumentum secures a privileged position in what NVIDIA's SVP of Networking describes as technology that will "revolutionize data centers." This partnership validates Lumentum's technological approach and could establish them as an essential supplier in the rapidly expanding AI infrastructure supply chain.
This NVIDIA partnership represents a promising market expansion opportunity for Lumentum in the high-growth AI infrastructure segment. With a market cap of
The partnership leverages Lumentum's established strengths in indium phosphide laser technology, expanding applications beyond their current portfolio of electro-absorption modulated lasers (EMLs) used in data center optical transceivers. This diversification within the data center vertical is strategically sound, particularly as it aligns with accelerating AI infrastructure investments.
Investors should note that while this partnership carries significant strategic value through association with NVIDIA's ecosystem, the financial impact remains difficult to quantify without details on contract size, exclusivity terms, or production timelines. The announcement lacks specific metrics on expected volumes or revenue contribution.
The most compelling aspect for long-term valuation is how this partnership potentially expands Lumentum's total addressable market. As Wupen Yuen, Lumentum's President of Cloud and Networking Technology, directly states, innovations reducing networking power consumption "will expand the market for photonic components." This market expansion effect, combined with accelerating the copper-to-optical transition in data centers, could drive sustainable growth beyond initial deployment phases.
Leading photonic component provider’s proven capabilities in indium phosphide lasers enables another generation of scalable AI infrastructure
Scaling AI factories presents significant power consumption challenges. NVIDIA’s newly announced Spectrum-X Photonics and Quantum-X Photonics networking switches integrate photonic innovations, including Lumentum’s high-power, high-efficiency lasers, to significantly reduce power consumption, enhance resilience, and enable faster deployment.
“Innovations that drastically lower networking power consumption will expand the market for photonic components, supporting larger AI installations and accelerating the transition from copper to photonic interconnects,” said Wupen Yuen, Lumentum President Cloud and Networking Technology and Product. “We look forward to collaborating with NVIDIA on further photonic innovations to drive AI infrastructure scalability.”
Lumentum has long been a leader in high-performance indium phosphide laser solutions for data infrastructure. This new laser technology complements its existing electro-absorption modulated lasers (EMLs), which power many of today’s 400Gb/s, 800Gb/s, and upcoming 1.6Tb/s optical transceivers in cloud and AI data centers.
“Photonics switch technology will revolutionize data centers and advance a new wave of AI factories,” said Gilad Shainer, Senior Vice President of Networking at NVIDIA. “NVIDIA’s collaboration with innovators such as Lumentum will enable the next-generation of million scale AI.”
To learn more, watch the NVIDIA GTC keynote and register for sessions featuring NVIDIA and industry leaders at GTC 2025 in
About Lumentum
Lumentum (NASDAQ: LITE) is a market-leading designer and manufacturer of innovative optical and photonic products enabling optical networking and laser applications worldwide. Lumentum optical components and subsystems are part of virtually every type of telecom, enterprise, and data center network. Lumentum lasers enable advanced manufacturing techniques and diverse applications, including next-generation 3D sensing capabilities. Lumentum is headquartered in
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Lumentum Contact Information:
Investors: Kathy Ta, 408-750-3853; investor.relations@lumentum.com
Media: Noël Bilodeau, 408-439-2140, media@lumentum.com
Source: Lumentum
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