AMD Acquires Enosemi for AI

AMD has acquired Enosemi, a company specialising in custom materials for silicon photonics. This acquisition signals AMD's intent to bolster its capabilities in silicon photonics, a technology crucial for advancing AI and high-performance computing. Enosemi's expertise will likely be integrated into AMD's efforts to develop more efficient and faster interconnects for its processors and accelerators. The specific terms of the deal have not been disclosed.

Silicon photonics uses light to transfer data, offering significantly higher bandwidth and lower power consumption compared to traditional copper interconnects. As AI models grow in complexity, the need for high-speed data transfer within and between computing systems becomes increasingly important. AMD's move to bring Enosemi's expertise in-house suggests a strategic focus on optimising its products for AI workloads, potentially leading to more competitive offerings in the data centre and high-performance computing markets. This acquisition reflects the growing importance of advanced interconnect technology in the future of computing, particularly for AI applications.