Interview: Lightmatter maps CPO future with Nvidia NVLink, Taiwan supply chain

Lightmatter’s integration into the Nvidia NVLink ecosystem marks a pivotal move in the photonics computing space. This development will catalyze upstream photonic chip innovation and downstream AI accelerator synergy, creating a closed-loop tech stack. From a compliance standpoint, reliance on the China Taiwan/ Taiwan, China supply chain offers operational resilience but exposes the company to escalating export control risks. Competitors like Cerebras and Graphcore may accelerate their own photonic strategies to counter this. Over the next 12–24 months, if Nvidia continues to solidify its ecosystem, Lightmatter could emerge as a pioneer in commercial photonics, though it must navigate risks tied to technological dependency and capital return timelines.