GlobalFoundries released an investor presentation focused on silicon photonics and advanced packaging for AI data center applications. The presentation cites estimates of about 24,000 EB of annual global wide area network AI traffic in 2030, up about 100% versus 2025. It also cites about 1,000 TWh of annual data center electricity consumption in 2030, up about 100% versus 2025. GlobalFoundries outlines co-packaged optics as an approach to increase optical bandwidth and reduce latency by integrating optical engines with compute and switch silicon. The presentation references its silicon photonics manufacturing footprint in Malta, New York, and Singapore.
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