Nvidia’s spending $4 billion on photonics to stay ahead of the curve in AI
Nvidia announced on Monday that it's investing $2 billion each into Lumentum and Coherent , which are both developing photonics technology for data centers, like optical transceivers, circuit switches, and lasers, which
What happened
This is a SiliconReport briefing based on the sources linked below.
Why it matters
If this holds up, it impacts the AI stack (models, infrastructure, and startups building on top).
Sources
- https://www.theverge.com/tech/887635/nvidia-ai-photonics-lumentum-coherent
- https://nvidianews.nvidia.com/news/nvidia-announces-strategic-partnership-with-lumentum-to-develop-state-of-the-art-optics-technology
- https://nvidianews.nvidia.com/news/nvidia-and-coherent-announce-strategic-partnership-to-develop-optics-technology-to-scale-next-generation-data-center-architecture
- https://www.theverge.com/2024/12/9/24317016/nvidia-mellanox-antitrust-china-ai-chips