Overview

• AMD has completed the acquisition of Silicon Valley-based Enosemi, a startup developing photonic integrated circuits, with financial terms remaining undisclosed.
• Enosemi’s photonic microchips enable light-based data interconnects that offer higher bandwidth and lower power consumption for data centers.
• AMD leadership projects that integrating Enosemi’s team will accelerate co-packaged optics innovation across its next-generation AI hardware roadmap.
• This move extends AMD’s strategy to build full-stack AI offerings and counters Nvidia’s own advances in silicon photonics.
• The acquisition follows AMD’s $5 billion AI chip revenue in 2024 and arrives as Nvidia deploys a 400 TB/s photonics-powered network switch.