> You might be right and they are talking about fibre bundles

The caption of the image of the cable and connector reads: "CMOS ASIC with microLEDs sending data with blue light into a fiberbundle." So yes, fibre bundles.

> I don't see any advantage over vcsel arrays

They claim the following advantages:

    1. Low energy use
    2. Low "computational overhead"
    3. Scalability

All of these at least pass the smell test. LEDs are indeed quite efficient relative to lasers. They cite about an order of magnitude "pJ/bit" advantage for the system over laser based optics, and I presume they're privy to vcsels. When you're trying to wheedle nuclear reactor restarts to run your enormous AI clusters, saving power is nice. The system has a parallel "conductor" design that likely employs high speed parallel CMOS latches, so the "computational overhead" claim could make sense: all you're doing is latching bits to/from PCB traces or IC pins so all the SerDes and multiplexing cost is gone. They claim that it can easily be scaled to more pixels/lines. Sure, I guess: low power makes that easier.

There you are. All pretty simple.

I think there is use case for this outside data centers. We're at the point where copper transmission lines are a real problem for consumers. Fiber can solve the signal integrity problem for such use cases, however--despite several famous runs at it (Thunderbolt, Firewire)--the cost has always precluded widespread adoption outside niche, professional, or high-end applications. Maybe LED based optics can make fiber cost competitive with copper for such applications: one imagines a very small, very low power microLED based transceiver costing only slightly more than a USB connector on each end of such a cable with maybe 4-8 parallel fibers. Just spit-balling here