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The acquisition strengthens AMD’s strategy in high-performance connectivity, key to tackling the growing scale challenges in AI-driven data centers.
AMD has announced the acquisition of Enosemi, a company specialized in photonic integrated circuits, aimed at accelerating the development of advanced co-packaged optics solutions for next-generation artificial intelligence systems. This move is part of AMD’s strategy to provide complete solutions—from silicon to rack-scale systems—that meet the increasing demands for performance and energy efficiency imposed by the most advanced AI models.
Based in Silicon Valley, the Enosemi team is composed of a group of experts with high-level academic backgrounds, including PhDs specialized in photonic design. The company has worked closely with AMD as an external partner on photonics projects and has demonstrated an uncommon capability: manufacturing photonic integrated circuits at large commercial scales.
Co-packaged optics: Key to the next wave of interconnects
As AI models become more complex and demanding in terms of data volume, the need for high-efficiency optical interconnects becomes increasingly critical. Traditional connectivity solutions are beginning to show their limits in terms of bandwidth density and energy consumption, especially in large-scale computing environments like data centers.
Co-integrated optics allows for integrating optical components directly next to processing chips, achieving greater efficiency and much more robust performance in applications that require massive data flows, such as training and inference of large language models.
An acquisition strategy serving AI
The incorporation of Enosemi adds to a series of recent acquisitions by AMD that strengthen its technological ecosystem for artificial intelligence. These include:
- Xilinx, with its adaptive SoC technologies and industry-leading AI engines.
- Pensando, to enhance data movement capabilities and advanced networking.
- ZT Systems, which expands rack-level design capabilities for AI infrastructures.
- Silo AI and Mipsology, which bolster the software team focused on end-to-end AI solutions.
This comprehensive vision allows AMD to offer solutions at all levels of the technology stack: from CPU, GPU, and SoC to system architecture, networking, and specialized software. According to the company, this complete integration is essential to meet the scale, complexity, and efficiency required by new AI-driven workloads.
The future: Integrated systems beyond silicon
“The next generation of artificial intelligence systems will not only be defined by powerful chips but by joint innovation in computing, networking, systems, and software,” AMD stated in the official announcement. In this context, Enosemi’s expertise in real-scale photonics becomes an essential piece of the puzzle.
With this acquisition, AMD is directly targeting the redesign of the future of high-performance interconnectivity, where the convergence of computing and networking becomes a new architectural standard to support the next wave of generative AI applications, edge computing, and supercomputing.
This move not only strengthens AMD’s competitive position against rivals like NVIDIA and Intel but also underscores the strategic value of photonics as an enabling technology in the post-Moore era.
AMD and Enosemi aim not only to accelerate the chips of the future but also the paths that connect them.