Nvidia’s spending $4 billion on photonics to stay ahead of the curve in AI
Summary
Nvidia is investing $4 billion total ($2 billion each) into two companies, Lumentum and Coherent, that develop photonics technology (devices like optical transceivers and lasers that move data using light). These technologies could make AI data centers more energy-efficient and allow faster data transfer between components, building on Nvidia's previous acquisition of Mellanox to strengthen its networking capabilities.
Classification
Affected Vendors
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Original source: https://www.theverge.com/tech/887635/nvidia-ai-photonics-lumentum-coherent
First tracked: March 2, 2026 at 07:00 PM
Classified by LLM (prompt v3) · confidence: 85%