The opportunity
Providing Connectivity in AI Infrastructure
Connecting AI at Scale
Semtech provides high-performance connectivity from the data center to the edge, moving data efficiently within AI data center racks, across racks and clusters, and throughout distributed data center campuses, networks and the edge.
Scale Up
Move more data more efficiently within AI racks.
Scale Out
Link more AI systems across racks and clusters.
Scale Across
Extend AI infrastructure across data center campuses, networks, and the edge.
Portfolio
our technology
Solutions Across the AI Data Center
Semtech’s portfolio of analog and photonic solutions powers the AI data center with high-speed copper and optical connections, plus emerging photonic technologies, enabling customers to move more data while using the least amount of power possible.
Why is AI creating more demand for connectivity?
AI needs more connectivity because it increases both the number of connections inside data centers and the amount of data each connection must carry. Larger clusters, higher data rates, and increasingly distributed AI infrastructure create greater demand for technologies that can move data efficiently across systems, racks, clusters, and networks.
Why does efficient connectivity become more valuable as AI systems grow?
Adding compute multiplies the connections between processors. Those connections must operate at higher speeds while managing signal integrity, power, and heat. As a result, connectivity becomes an increasingly important part of the overall AI system and a larger opportunity for technologies that improve its performance and efficiency.
How does Semtech work with customers on next-generation AI infrastructure?
Semtech partners with customers early in the design process to understand their architectures, performance, power requirements, and future roadmaps. That allows its engineering teams to develop technologies around real system requirements, and customers accelerate innovation.
How can Semtech's opportunity grow as connection speeds increase?
Higher data rates are more technically challenging and increases the demand for and value of high-performance analog connections. Building on decades of specialized IC design experience in analog connectivity, Semtech is expanding its product portfolio to provide more solutions in next-generation copper and optical links as computational demands increase. No matter how and when the market evolves, Semtech is positioned to win.