Supply chain / Optics
NVIDIA Spectrum-X Photonics and Quantum-X Photonics
NVIDIA's co-packaged optics switches, one Ethernet and one InfiniBand, which put optical engines on the switch package instead of using pluggable transceivers.
- Type
- Technology
- Where it sits
- Shows how a major vendor is changing the optical layer of cluster networks, which affects transceiver and laser demand.
- Constraint
- NVIDIA's announcement names a supplier group including TSMC, Coherent, Corning, Fabrinet, Foxconn, Lumentum and Sumitomo Electric, so these switches depend on several specialist optical suppliers (company release, March 2025).
What we checked
- The March 2025 announcement described Quantum-X Photonics with 144 ports at 800 Gb/s and Spectrum-X Photonics configurations up to 400 Tb/s total bandwidth. (source)
- NVIDIA claims 3.5 times better power efficiency than its previous approach; the figure is the company's own. (source)
Written by ComputeFinder from public pages on 2 October 2026. Company statements are the company's own, not independently checked, and reported items are marked as such. Not yet reviewed line by line by a second person. If something is wrong, tell us.