NVIDIA unveiled NVIDIA Spectrum-X and NVIDIA Quantum-X silicon photonics networking switches, which enable AI factories to connect millions of GPUs across sites while drastically reducing energy consumption and operational costs. NVIDIA has achieved the fusion of electronic circuits and optical communications at massive scale. As AI factories grow to unprecedented sizes, networks must evolve to keep pace.
NVIDIA photonics switches are the world?s most advanced networking solution. They integrate NVIDIA silicon photonics networking switches are available as part of the NVIDIA Spectrum-X Photonics Ethernet and NVIDIA Quantum-X Photonics InfiniBand platforms. The Spectrum-X Ethernet networking platform delivers superior performance and 1.6x bandwidth density compared with traditional Ethernet for multi-tenant, hyperscale AI factories, including the largest supercomputer in the world. NVIDIA Spectrum-X Photonics switches include multiple configurations, including 128 ports of 800Gb/s or 512 ports of 200Gb/s, delivering 100Tb/s total bandwidth, as well as 512 ports of 800Gb/s or 2,048 ports of 200Gb/s, for a total throughput of 400Tb/s. NVIDIA Quantum-X Photonics switches provide 144 ports of 800Gb/s InfiniBand based on 200Gb/s SerDes and use a liquid-cooled design to efficiently cool the onboard silicon photonics.
NVIDIA Quantum-X Photonics switches offer 2x faster speeds and 5x higher scalability for AI compute fabrics compared with the previous generation. NVIDIA?s silicon photonics ecosystem includes TSMC, Browave, Coherent, Corning Incorporated, Fabrinet, Foxconn, Lumentum, SENKO, SPIL, Sumitomo Electric Industries and TFC Communication. NVIDIA photonics will drive massive growth for a new wave of state-of-the-art AI factories, alongside pluggable optical transceiver technologies supported by industry leaders including Coherent, Eoptolink, Fabrinet and Innolight.
NVIDIA Quantum-X Photonics InfiniBand switches are expected to be available later this year, with NVIDIA Spectrum-X Photonics Ethernet switches coming in 2026 from leading infrastructure and system vendors.
NVIDIA Corporation is the world leader in the design, development, and marketing of programmable graphics processors. The group also develops associated software. Net sales break down by family of products as follows:
- computing and networking solutions (89%): data center platforms and infrastructure, Ethernet interconnect solutions, high-performance computing solutions, platforms and solutions for autonomous and intelligent vehicles, solutions for enterprise artificial intelligence infrastructure, crypto-currency mining processors, embedded computer boards for robotics, teaching, learning and artificial intelligence development, etc.;
- graphics processors (11%): for PCs, game consoles, video game streaming platforms, workstations, etc. (GeForce, NVIDIA RTX, Quadro brands, etc.). The group also offers laptops, desktops, gaming computers, computer peripherals (monitors, mice, joysticks, remote controls, etc.), software for visual and virtual computing, platforms for automotive infotainment systems and cloud collaboration platforms.
Net sales break down by industry between data storage (88.3%), gaming (8.7%), professional visualization (1.4%), automotive (1.3%) and other (0.3%).
Net sales are distributed geographically as follows: the United States (46.9%), Singapore (18.2%), Taiwan (15.8%), China and Hong Kong (13.1%) and other (6%).
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