08/15/2026
NVIDIA's Spectrum-X Ethernet Photonics switch is now in full production. It uses co-packaged optics, putting the optical engines on the same package as the switch ASIC instead of relying on pluggable transceivers across the front panel. NVIDIA's numbers for the change: four times fewer lasers, five times lower power, and ten times longer between incidents. The company also named its whole manufacturing chain stage by stage, which is rare. TSMC fabricates the silicon photonics, SPIL does chip-scale packaging and testing, Lumentum makes the laser chips, TFC Communication builds the laser modules, and Foxconn handles final switch assembly. CoreWeave, Lambda, Oracle Cloud Infrastructure, Microsoft Azure, IBM Cloud, and Nebius are among the early adopters. Full story at the link in bio. NVIDIA Networking