NVIDIA NVL576 optical engine configurations to increase by 78%

KuCoinFlash

Release Time: 06/07/2026 06:12:47

Summary

Latest crypto news: As reported by Odaily, Citrini analyst Jukan shared on X that FundaAI’s latest report indicates NVIDIA’s NVL576 passive optical co-packaging technology will enhance optical engine density. The technology increases the number of optical engines per GPU from 2.25 to 4.0, a 78% rise. Demand for the Rubin Ultra optical engine is projected to reach 12 million units. Lumentum, Coherent, and POET are expected to benefit directly. On-chain data suggests growing momentum in AI infrastructure.

Odaily Planet Daily report: Analyst Jukan of Citrini posted on X that the latest FundaAI report reveals that NVIDIA’s NVL576 passive optical co-packaging technology has nearly doubled the density of optical engines and optical components. This passive optical co-packaging technology increases the number of 3.2T optical engines per GPU from approximately 2.25 to about 4.0, a 78% increase, with projected demand for Rubin Ultra optical engines reaching approximately 12 million units.

This news directly benefits optical engine suppliers, including Lumentum, Coherent, and POET.

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