
AMD is looking to strengthen its position in the race against Nvidia with a new acquisition. The company purchased Enosemi, a company developing photonic integrated circuits. Silicon photonics is seen as a crucial next step into the next era of computing, with many leading tech companies and fabs making steps into photonics over the past year.
Enosemi is a Silicon Valley-based company that has worked with AMD and companies like GlobalFoundries to license, build, and ship photonic integrated circuit IP since 2023. A blog post from AMD SVP Brian Amick claims that the Enosemi team "will help [AMD] immediately scale our ability to support and develop a variety of photonics and co-packaged optics solutions across next-gen AI systems."