How CPO enables disaggregated computing

A significant shift in cloud computing architecture is emerging as start-up Drut Technologies introduces its scalable computing platform. The platform is attracting attention from major banks, telecom providers, and hyperscalers. 

At the heart of this innovation is a disaggregated computing system that can scale to 16,384 accelerator chips, enabled by pioneering use of co-packaged optics (CPO) technology.

"We have all the design work done on the product, and we are taking orders," says Bill Koss, CEO of Drut (pictured).

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Cloud and AI: Opportunities that must be grabbed

The founder of Cloud Light, Dennis Tong, talks about the company, how its sale to Lumentum came about, and the promise of cloud and AI markets for optics.

For Dennis Tong (pictured), Hong Kong is a unique place that has a perfect blend of the East and West.

Tong, the founder and CEO of optical module specialist Cloud Light, should know. The company is headquartered in Hong Kong and has R&D offices in Hong Kong and Taipei, Taiwan. Cloud Light also has manufacturing sites in Asia: in the Chinese city of Dongguan—two hours by car north of Hong Kong—and in the Philippines.

Now, Cloud Light is part of Lumentum. The U.S. photonics firm bought the optical module maker for $750 million in November 2023.

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Has the era of co-packaged optics finally arrived?

Part 3: Co-packaged optics: Ayar Labs CEO interview

Mark Wade, newly appointed CEO of Ayar Labs, shares what his new role entails and why, after a decade-long journey, co-packaged optics' time has come.

Ayar Labs' CEO, Mark Wade

Mark Wade, the recently appointed CEO of Ayar Labs, says his new role feels strangely familiar. Wade finds himself revisiting tasks he performed in the early days of the start-up that he helped co-found. 

“In the first two years, I would do external-facing stuff during the day and then start working on our chips from 5 PM to midnight,” says Wade, who until last year was the company’s chief technology officer (CTO).  

More practically, says Wade, he has spent much of the first months since becoming CEO living out of a suitcase and meeting with customers, investors, and shareholders. 

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DustPhotonics raises funding for 800G and 1.6T modules

• DustPhotonics has raised $24 million in funding.
• The start-up has taped out its 200 gigabit-per-lane optical chip.
• DustPhotonics expects the 1.6-terabit module market to ramp, starting year-end.

Ronnen Lovinger

DustPhotonics, which develops chips for transmit optical sub-assemblies (TOSAs) for 400 and 800-gigabit pluggable optical modules, has raised $24 million. The funding extends its Series B funding round.

"When you start ramping up products, you have to iron out the creases around supply chain, production, and everything else," says Ronnen Lovinger, CEO of DustPhotonics.

DustPhotonics has several customers and a backlog of orders for its 400 and 800-gigabit photonic integrated circuits (PICs). The company has also taped out its 200 gigabit-per-lane chip and will have products later this year.

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The computing problem of our time: Moving data

• Celestial AI's Photonic Fabric technology can deliver up to 700 terabits per second of bidirectional bandwidth per chip package.
• The start-up has recently raised $100 million in funding.

The size of AI models that implement machine learning continue to grow staggeringly fast.

Such AI models are used for computer vision, large language models such as ChatGPT, and recommendation systems that rank items such as search results and music playlists.

David Lazovsky

The workhorse silicon used to build such AI models are graphics processing units (GPUs). GPU processing performance and their memory size may be advancing impressively but AI model growth is far outpacing their processing and input-output [I/O] capabilities.

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OpenLight's CEO on its silicon photonics strategy

Adam Carter, recently appointed the CEO of OpenLight, discusses the company’s strategy and the market opportunities for silicon photonics.

Adam Carter, CEO of OpenLight

Adam Carter’s path to becoming OpenLight’s first CEO is a circuitous one.

OpenLight, a start-up, offers the marketplace an open silicon photonics platform with integrated lasers and gain blocks.

Having worked at Cisco and Oclaro, which was acquired by Lumentum in 2018, Carter decided to take six months off. Covid then hit, prolonging his time out.

Carter returned as a consultant working with firms, including a venture capitalist (VC). The VC alerted him about OpenLight’s search for a CEO.

Carter’s interest in OpenLight was immediate. He already knew the technology and OpenLight’s engineering team and recognised the platform’s market potential.

“If it works in the way I think it can work, it [the platform] could be very interesting for many companies who don't have access to the [silicon photonics] technology,” says Carter.

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Ranovus outlines its co-packaged optics plans

Part 2: Odin technology

Ranovus has tested a chiplet that combines electronics and silicon photonics. Dubbed Odin 8, the monolithic design is targetting the co-packaged optics opportunity, enabling silicon chips to communicate optically.

The company is developing two such chiplets: the 800-gigabit Odin 8 and the higher-capacity Odin 32 that supports 3.2 terabits of traffic. 

Hamid Arabzadeh 

The first use of Odin 8 will be for 800-gigabit client-side modules. “We already have three lead customers for our 800-gigabit module business,” says Hamid Arabzadeh, CEO of Ranovus.

The 800-gigabit pluggable modules using the Odin 8 are expected to be generally available from late 2021.

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