AMD buys photonics startup Enosemi to supercharge rack-scale AI networking
AMD just acquired Sacramento-based photonics startup Enosemi to bolster its in-house AI hardware development, with terms kept under wraps. The move centers on co-packaged optics (CPO), which fuses optical transceivers directly into switch silicon to kill off bulky pluggable transceivers. Why it matters: Optical interconnects are essential for scaling next-gen AI clusters, letting AMD better take on Nvidia's unified rack systems.