SAN FRANCISCO, March 11 (Reuters) - Scintil Photonics, a
French startup backed by Nvidia ( NVDA ), on Wednesday said it has
started providing laser chips to customers for testing.
Scintil is one of a number of startups working out how to move
information around inside artificial intelligence servers such
as those made by Nvidia ( NVDA ) and Advanced Micro Devices ( AMD )
using pulses of light rather than electrical signals, a
move that could ease the task of linking many chips together to
form one large computer. Analysts expect Nvidia ( NVDA ) to reveal more
about its plans for the technology, called co-packaged optics,
at its developer conference in Silicon Valley next week.
All optical systems rely on a laser chip to generate the beams
of light that will carry information, and those chips, made with
a special material called indium phosphide and mostly used in
long-distance communications networks, are not currently made in
large enough volumes to meet the demand from AI data centers.
That supply dynamic drove Nvidia ( NVDA ) earlier this month to invest $2
billion each in two of the largest makers of those lasers,
Lumentum ( LITE ) and Coherent.
Scintil, which secured funding from Nvidia ( NVDA ) in a $58 million
funding round last year, has come up with a way to package
indium phosphide lasers with some of the other elements needed
for optical communications into a single chip, working with
Israel-based Tower Semiconductor as a manufacturing
partner.
Matt Crowley, Scintil's CEO, said the company is in
discussions with "six companies, seven companies" that want to
use its technology by 2028 but declined to name them, citing
nondisclosure agreements. He said Scintil's goal is to be able
to produce hundreds of thousands of chips per month by then.
"The way we make it is fundamentally different," Crowley
said in an interview. "We can mass produce them ... and we can
satisfy a big chunk of the market."
(Reporting by Stephen Nellis in San Francisco; Editing by Chizu
Nomiyama )