Nvidia is quietly betting $7B on this emerging tech for next phase of AI growth
Nvidia (NASDAQ: NVDA) is deepening its push into photonics, the light-based technology that could become the next big battleground in artificial intelligence infrastructure. The company has spent the past two months striking deals with suppliers that make the lasers, optical components and fibre connections needed to move data inside massive AI data centres. The headline number began with $4 billion of investments in Lumentum and Coherent. But when Nvidia’s new Corning partnership is included, the commitment looks much larger. The message is clear: Nvidia is not only selling the GPUs that train and run AI models. It wants more control over the pipes that connect them. From $4B to $7B-plus in two months Nvidia’s photonics push began...
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Nvidia is quietly betting $7B on this emerging tech for next phase of AI growth Why it matters: AI News is expanding the infrastructure surface for builders, which can change where inference runs, what gets deployed locally, and how teams package AI workloads. Source: Invezz...
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