Sivers Semiconductors and SemiNex Plan InP Light Sources for AI Data Centers
Sivers Semiconductors and SemiNex announced in a press release a program to develop next generation indium phosphide light sources for AI data center interconnects. The program is initially valued at about $3.4 million.
The work targets high power external laser sources for co packaged optics, high channel count DFB arrays for wavelength multiplexed links, and SOA gain stages that extend optical reach as channel counts increase.
Customer sampling and early production ramps are targeted for the second half of 2027.
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Tensordyne Napier: What If One Rack Could Do the Work of Nine?
Tensordyne
This Tensordyne whitepaper presents Napier, an inference-focused AI processor and rack-scale system based on the company’s TDN Math logarithmic number system. It examines infrastructure requirements for large mixture-of-experts and agentic models, compares major inference architecture approaches, and details the TDN AIP processor, TDN72 pod, TDN Link fabric, and Napier Ultra configuration. The paper reports simulation-based performance, cost, and accuracy-validation results, including Tensordyne’s projected comparison of one Napier rack with a nine-rack Nvidia Rubin plus Groq deployment; the chip is reported as taped out and in fabrication.
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