Nvidia, AMD and Intel Invest in Ayar Labs

The video discusses the role of optical innovation in addressing bottlenecks in AI and computing. It highlights the current state and future potential of optical chips, emphasizing collaboration with major semiconductor companies like NVIDIA, AMD, and Intel. The discussion covers customer engagement, technology validation, and the business model, focusing on the transition to high-volume production with partners like Global Foundries and TSMC.

What are the expected timelines for the optical chip technology to reach high volume production?

How are customers currently testing the new optical technology before mass deployment?

In what ways does the semiconductor industry exhibit 'frenemy' relationships among major companies?