ResolightAI

Raymond James analyst, Simon Leopold, and @ofershapiro, CEO of @ResolightAI, will discuss the emerging market and applications to employ optical processing to scale AI. Raymond James cites potential implications for compute and networking: $NVDA $AVGO $AMD $ANET $CSCO, etc. "Resolight.ai believes the real breakthrough comes from coupling co-packaged optics (CPO) with the right network architecture. The data should be converted once at the transmitter and once at the receiver — and remain light throughout the network. This is the promise of Resolight’s native photonic processor: light-speed optical switching designed for AI scale-up networks. This architecture is built to reduce energy beyond what CPO can achieve on its own, unlock much larger scale-up radix, and enable AI clusters that are larger, faster, and more efficient." - Simon Leopold 📅 Thursday, July 30, 2026 | 11:00 – noon Eastern 🔗Investors can register via Raymond James. 🎥A recording will be available through resolight.ai/ 🔗 Read more now at: resolight.ai/ #photonics #hypercloud #ai #datacenter #photo @OpticaWorldwide @AdvancePhotonic

What if the answer to AI networking's growing supply constraints isn't just manufacturing more optical components, but designing networks that need fewer of them? In a new article for @TheNextPlatform, Joe Fay explores the @AdvancePhotonic's newly released standards and their implications for scaling optical networking. The article features Resolight and insights from our CEO and Co-Founder, @ofershapiro, on Nanosecond OCS for the AI Data Plane. As AI infrastructure scales, the challenge extends beyond manufacturing capacity. Traditional network architectures still rely on repeated optical-electrical-optical conversions, adding power consumption, hardware requirements, and complexity. Resolight's approach targets up to 40× better network energy efficiency and 75% fewer optical transceivers by keeping data in the optical domain. As Ofer puts it: “𝗧𝗵𝗲 𝗲𝗮𝘀𝗶𝗲𝘀𝘁 𝘁𝗼 𝘀𝗼𝘂𝗿𝗰𝗲 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗴𝗿𝗲𝗲𝗻𝗲𝘀𝘁 𝘁𝗿𝗮𝗻𝘀𝗰𝗲𝗶𝘃𝗲𝗿 𝗶𝘀 𝘁𝗵𝗲 𝗼𝗻𝗲 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗻𝗲𝗲𝗱.” The new APC specifications represent an important step toward making native photon routing practical within an open AI networking ecosystem. Read the full article by Joe Fay in The Next Platform: nextplatform.com/connect/202… Thank you to Joe Fay and The Next Platform for covering this important industry development. #AIInfrastructure #NanosecondOCS #Photonics #OpticalNetworking #CPO #DataCenters

AI networking needs more than faster optical connections. It needs a more efficient way to switch data. The @AdvancePhotonic Coalition's newly released CPO specifications mark an important milestone, introducing standards support for Nanosecond Optical Circuit Switching (OCS) in the AI data plane. At @ResolightAI, we're developing native photon routing that keeps data in the optical domain, avoiding repeated optical-to-electrical-to-optical conversions. As @ofershapiro, CEO and Co-Founder of Resolight, highlights, our architecture targets: ✅Up to 40× better network energy efficiency ⁠✅Up to 75% fewer optical transceivers For multi-rack AI scale-up networks, the implications go beyond performance. Reducing network power, hardware requirements, and infrastructure footprint can fundamentally improve the economics of delivering AI workloads. The APC specifications are an important step toward making this architecture practical at scale. 👀 Read our latest press release to learn more about Nanosecond OCS and its implications for AI workload economics: resolight.ai/releases/resoli… #NanosecondOCS #AIInfrastructure #Photonics #OpticalSwitching #CPO #AINetworking

We’re at PECC 2026! Resolight is proud to be a Platinum Sponsor of the @OpticaWorldwide + @AdvancePhotonic PECC Summit, taking place October 20–21 in Sunnyvale. As AI clusters continue to scale, traditional electronic switching is becoming a growing constraint on network performance, power, and complexity. 𝗔𝘁 𝗥𝗲𝘀𝗼𝗹𝗶𝗴𝗵𝘁, 𝘄𝗲'𝗿𝗲 𝗳𝗼𝗰𝘂𝘀𝗲𝗱 𝗼𝗻 𝗡𝗮𝗻𝗼𝘀𝗲𝗰𝗼𝗻𝗱 𝗢𝗖𝗦 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗔𝗜 𝗗𝗮𝘁𝗮 𝗣𝗹𝗮𝗻𝗲, 𝗿𝗲𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗵𝗼𝘄 𝗱𝗮𝘁𝗮 𝗺𝗼𝘃𝗲𝘀 𝗮𝗰𝗿𝗼𝘀𝘀 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲. Attending PECC? Stop by Booth T5 to meet our team and discuss the future of optical switching, or schedule a 1:1 meeting with us: resolight.ai/contact-us/ #PECC2026 #Photonics #AIInfrastructure #OpticalSwitching #OCS #DataCenters

AI infrastructure is entering a new phase, and the data plane needs to evolve with it. As clusters scale across more racks, the challenge is no longer only bandwidth. It is switching speed, energy efficiency, latency, and the ability to move data without adding more complexity at every layer of the network. At Resolight, we are focused on Nanosecond OCS for the AI Data Plane: optical circuit switching designed for AI-scale networking, with photonic processing at the core. Schedule a meeting or contact us here and we can meet after the conference: resolight.ai/contact-us/ #Photonics #AIInfrastructure #OpticalNetworking #OCS #DataCenters #PhotonicProcessing

Looking forward to sharing more on Nanosecond OCS for the AI Data Plane at OCP. Breaking out of the rack requires more than photonic interconnect. It requires a new approach to switching. Let’s meet at OCP and discuss how Nanosecond OCS can help scale AI networks more efficiently. resolight.ai/contact-us/ #OCPGlobalSummit #AIInfrastructure #Photonics #OpticalNetworking #OCS #DataCenters

📰 @BBC's @regwatcher looks at a question that is becoming central to AI infrastructure: 𝑪𝒂𝒏 𝒂 𝒔𝒘𝒊𝒕𝒄𝒉 𝒕𝒐 𝒍𝒊𝒈𝒉𝒕 𝒄𝒖𝒕 𝒑𝒐𝒘𝒆𝒓 𝒖𝒔𝒆 𝒊𝒏 𝒅𝒂𝒕𝒂 𝒄𝒆𝒏𝒕𝒆𝒓𝒔? Read the full BBC article: bbc.com/news/articles/c2dwg3… The article captures the broader shift now happening across the industry: copper and electronic networking are reaching physical, thermal, and efficiency limits as AI clusters scale. Optics can move data more efficiently. But as Ofer Shapiro, CEO of Resolight, explains in the article, the full benefit comes when light is used not only to carry data, but also to process and switch it. That is the architectural challenge ahead. If data is constantly converted from photons to electrons and back again, much of the efficiency advantage is lost at the switching layer. Resolight’s approach is built around keeping data in the optical domain and replacing traditional electronic switching with photonic processing. This is where the next phase of AI networking begins: not just faster interconnects, but a fundamentally more efficient network. #AIInfrastructure #Photonics #OpticalNetworking #DataCenters #PhotonicProcessing #EnergyEfficiency

Resolight will be at the 2026 OCP Global Summit in San Jose, October 12–15. AI infrastructure is hitting a new constraint: the network. More GPUs only matter if data can move between them fast enough, efficiently enough, and within a power budget that can scale. That is where photonic processing and optical switching become critical. We look forward to meeting partners, customers, investors, and industry leaders at OCP to discuss how AI networks can become more scalable, faster, and energy-efficient. To meet with Resolight at OCP, contact us here, on social, or at: resolight.ai/contact-us/ #OCPGlobalSummit #OpenComputeProject #AIInfrastructure #Photonics #OpticalNetworking #DataCenters #PhotonicProcessing

Amazing week at #ECOC2026 and so exciting to see industry momentum and innovation around #photonics #CPO #NPO #XPO. Looking forward to @OpenComputePrj and @OpticaWorldwide @AdvancePhotonic #PECC back in California

This week, Ofer Shapiro, CEO and Co-Founder of Resolight, will speak at the @OpticaWorldwide Global Photonics Economic Forum in Málaga. @ofershapiro will join the AI Infrastructure panel discussion alongside leaders from across the photonics and data infrastructure ecosystem to discuss the optical technologies enabling next-generation AI infrastructure. As AI clusters continue to scale, the network is becoming one of the defining constraints: bandwidth, power, latency, packaging, and the ability to move data efficiently across increasingly complex systems. At Resolight, we believe photonic processing will be central to that next phase. We will be available for meetings during GPEF. To connect with Resolight, message us here or contact us at: resolight.ai/contact-us/ #GPEF2026 #Photonics #AIInfrastructure #OpticalNetworking #DataCenters #CPO #PhotonicProcessing #Optica

This week, Resolight will be at ECOC 2026 in Málaga. As optical communications becomes increasingly central to AI infrastructure, ECOC is an important place to discuss what comes next: CPO, optical I/O, photonic processing, and the network architectures needed to support the next generation of AI scale. For Resolight, the focus is clear. AI infrastructure is no longer only constrained by compute. It is constrained by how efficiently data can move between GPUs, racks, and systems — inside a power budget that can actually scale. We will be available for meetings throughout the event. To connect with Resolight at ECOC, message us here or contact us at: resolight.ai/contact-us/ #ECOC2026 #AIInfrastructure #Photonics #OpticalNetworking #CPO #DataCenters #PhotonicProcessing

It’s hard to be a physicist. Even two air-conditioning units can become a thermodynamic crime scene. That is where the interesting problems begin. Read the full blog: resolight.ai/blog/its-hard-t… To most people, they are just two boxes on a wall. But when one unit partially inhales the hot exhaust of the other, it becomes an efficiency problem. The system works harder, consumes more energy, and produces even more heat. The same logic applies to AI networking. At small scale, picojoules per bit can sound insignificant. But inside large AI fabrics, every electrical conversion and every switching operation consumes energy, generates heat, and adds complexity. At sufficient scale, almost every information problem becomes an energy problem. That is why photonic processing matters. Instead of accepting repeated electrical conversions as unavoidable, we can ask whether the network architecture itself is creating the waste. Find the thermodynamic crime scene. Follow the wasted energy back to the architectural decision that created it. #AIInfrastructure #Photonics #OpticalNetworking #DataCenters #EnergyEfficiency #PhotonicProcessing

Resolight is proud to be a Platinum Sponsor of PECC 2026, hosted by @OpticaWorldwide and the @AdvancePhotonic , taking place October 20–21 at the HPE Aspiration Dome in Sunnyvale. The summit brings together leaders from across AI infrastructure, photonics, cloud, semiconductors, networking, and manufacturing to discuss the technologies and supply chains required for the next phase of AI scale. For Resolight, the focus is clear: optical networking is no longer only about transport. It is becoming central to how AI infrastructure scales. We look forward to meeting customers, partners, investors, and industry leaders at PECC to discuss photonic processing, CPO, optical switching, and how the network can become 10× more scalable, faster, and efficient. To meet with Resolight at PECC, contact us here, on socials or at: resolight.ai/contact-us/ @ofershapiro @MariMinetaClapp #PECC #Photonics #AIInfrastructure #OpticalNetworking #CPO #DataCenters #CloudComputing #PhotonicProcessing

Looking forward to joining this panel at the Global Photonics Economic Forum in Málaga. AI infrastructure is pushing data center architectures into a new phase, where optical interconnects and photonic technologies will play a critical role in scaling compute efficiently. Excited to join this discussion with @OpticaWorldwide , moderated by Gregg Bartlett, CTO at @GlobalFoundries and the other panelists. See you in Málaga. @ofershapiro #GPEF2026 #Photonics #AIInfrastructure #OpticalNetworking

Steve Broadhead of Computer Weekly sat down with @ofershapiro for a new Q&A on photonic processing and the future of AI networking. Read the full article here: computerweekly.com/blog/Netw… As AI factories continue to scale, power, heat, rack density, and network complexity are becoming harder constraints. CPO, XPO, and optical I/O are important steps forward, but the network challenge does not end at the interconnect. As Ofer explains in the article: “CPO, XPO and similar technologies solve the interconnect problem; photonic processing solves the network problem.” Thank you to Steve Broadhead and @ComputerWeekly for the thoughtful discussion. Learn more about Resolight: resolight.ai/ #AIInfrastructure #Photonics #OpticalNetworking #DataCenters #CPO #XPO #PhotonicProcessing

What if AI infrastructure does not only need more power brought to compute? What if compute also needs to move closer to available power? As AI data centers become more distributed, the network becomes critical. Resolight’s photonic processing is designed to make that fabric more flexible and energy-efficient. Read more at: resolight.ai/blog/making-bet… #AIInfrastructure #Photonics #DataCenters

AI scale is not just a compute problem. It is a data movement problem. Optical links help, but electronic switching still creates power, cost, and complexity bottlenecks. Resolight uses photonic processing to rethink how AI networks move data. Read more at: resolight.ai #AIInfrastructure #Photonics #AI

What’s more expensive: coffee or AI? ☕️ Time to find out: resolight.ai/blog/whats-more… At first, a picojoule sounds too small to matter. It is one trillionth of a joule. Boiling a cup of coffee takes roughly 84 quadrillion picojoules. But in AI infrastructure, the important part is not just the energy unit. It is per bit. A single AI rack can move enough bandwidth to host hundreds of millions of Zoom calls. Across tens of thousands of AI racks, saving even 1 pJ/bit can translate into massive power savings. In a conservative U.S. AI rack forecast, eliminating just 1 pJ/bit could free approximately 124 MW of continuous power, or about 1.1 TWh annually. But the bigger opportunity is not only cheaper electricity. In a power-constrained AI factory, freed energy can be converted into more compute, more tokens, and more revenue capacity. That is why the industry is investing billions into technologies like CPO, LPO, NPO, and XPO to recover individual picojoules. At @ResolightAI, we believe the opportunity goes further: redesigning the scale-up network to eliminate up to 40 pJ/bit. At AI scale, picojoules are not small. They are economic leverage. #AIInfrastructure #Photonics #DataCenters #OpticalNetworking #CPO #EnergyEfficiency

Resolight is joining @IEEEHOTI 2026. @ofershapiro, CEO and Co-Founder of Resolight, will participate in the virtual panel: “Interconnects at the Edge Data Center: What are the roles of Scale-Up, Scale-Out, and Scale-Across now?” The panel will bring together executives from @NTTDATA, @Cloudflare , @hedgehoglab, @BerkeleyLab’s Scientific Networking Division and @ESnet, and will be moderated by Tim Crawford, Managing Director at @keybank Capital Markets. As AI infrastructure continues to scale, the way we connect compute across racks, clusters, and data centers is becoming one of the most important questions in the industry. Join the virtual symposium on August 19, 2026. Registration is free. Register here: hoti.org/2026/attendee_instr… Learn more about Resolight: resolight.ai/ #HotInterconnects #IEEE #AIInfrastructure #Photonics #OpticalNetworking #DataCenters #CPO