Scintil Photonics Tests Laser Chips as Meta Pledges Tens of Billions to AMD
Scintil Photonics started shipping indium phosphide laser chips for testing and aims to produce hundreds of thousands monthly by 2028 to enable co-packaged optics in AI servers from AMD. Meta committed in February to tens of billions in chip purchases from AMD under its $115–$135 billion data center capex plan.
1. Scintil Photonics Launches Laser Chip Testing
Scintil Photonics has started providing indium phosphide laser chips to customers for testing and is working with Tower Semiconductor as a manufacturing partner. The company secured $58 million in funding from Nvidia last year and aims to mass produce hundreds of thousands of chips per month by 2028 to enable co-packaged optics in AI servers built by AMD and Nvidia.
2. Meta Commits Tens of Billions to AMD Chips
In February, Meta signed deals to purchase tens of billions of dollars worth of chips from AMD and Nvidia as part of a planned $115–$135 billion capital spending program this year. Meta will deploy these processors across its rapidly expanding data centers to power AI training and inference, complementing its own in-house chip designs.
3. Implications for AMD’s Data Center Strategy
The introduction of co-packaged optics supported by mass-produced laser chips could boost adoption of AMD’s AI server platforms by improving data transmission speeds and energy efficiency. Meanwhile, Meta’s multibillion-dollar orders reinforce AMD’s revenue potential from enterprise data center clients amid surging demand for AI and cloud computing infrastructure.