星球日报|6月 07, 2026 06:03
[AI Industry Update: NVIDIA NVL576 Optical Engine Configuration May Increase by 78%, Potentially Benefiting Lumentum, Coherent, and Others]
Odaily Planet Daily reports that, according to Citrini analyst Jukan, the latest FundaAI report reveals that NVIDIA's NVL576 passive optical co-packaging technology has nearly doubled the density of optical engines and optical devices. The passive optical co-packaging technology increases the 3.2T optical engine configuration per single GPU from approximately 2.25 to about 4.0, a growth of 78%. The demand for Rubin Ultra optical engines is expected to reach approximately 12 million units. This news may directly benefit optical engine suppliers, including Lumentum, Coherent, POET, and others.
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