AMD buys a photonic company and fierce competition with nvidia in another segment

AMD announced the purchase of One setsa startup specializing in the development of photonic integrated circuits. Technology, which uses Light (photons) instead of electricity to transmit data, it is used to increase speed and energy efficiency In applications ranging from data centers to artificial intelligence systems.

Founded in 2023, Ennosemi was already working with AMD and other companies in the industry, including Globalfoundries, licensing and development of integrated circuits for optical interconnections. The value of the acquisition It was not disclosed.

What are photonic circuits and why they matter

The photonic has gained prominence as one of the great bets for the future of chips. Unlike traditional electronic circuits, which use electrons, photônica uses light to transfer data. This allows greater bandwidth, higher speeds and higher energy efficiency.

Today, this technology already appears in Network switches, chipple connections and in other high performance components. In a competitive scenario, the photonicone presents itself as a differential for Data centers and increasingly demanding AI systems.

The acquisition shows that AMD wants to follow the movement of companies such as the NVIDIAwhich already has photonic solutions, including a 400 tb/s switch Recently released.

In addition to equating to the rival, AMD seeks to expand its presence as a supplier of AMI complete solutions – including processors, GPUs, adaptable social and now integrated optical networks.

As AI models become larger and more complex, the need for fast and efficient data movement intensifies. Ennosemi collaborated with us as an external partner in photonic, and this acquisition expands this successful relationship. Now, as part of AMD, the team will help us immediately climb our ability to offer and develop various photonic and optical solutions co-wisdom for next generation AI systems

Brian AmickSenior Vice President of Technology and Engineering at AMD

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Focus on AI and Market Consolidation

Enmosemi adds to other recent AMD acquisitions aimed at AI, such as the purchase of ZT Systems and the partnerships with Mipsology and the Silo Ai.

Founded in the Silicon Valley, Ennosemi had 16 employees and had raised US$ 150 mil In Risk Capital Funds Investments such as the New Mexico Vintage Fund before purchase.

According to the pitchbook, the founders Ari Novack e Matthew Streshinskyboth with experience in Semiconductor Engineering, now are part of the AMD team – Novack, for example, was appointed Senior Silicon Design Engineer.

This step shows the company’s willingness to compete with Nvidia and Intel and face the pressure of emerging powers such as China, strengthening photonic as part of its strategy for the future.

Source: AMD