Nvidia Invests $4 Billion in Photonics Technology for AI Data Center Infrastructure
By
Stevie Bonifield
Plain bagel done well. Pleasantly substantive.
Summary
Nvidia is investing $4 billion total ($2 billion each) in Lumentum and Coherent, two companies developing photonics technology for AI data centers. The investment aims to improve energy efficiency, data transfer speeds, and bandwidth in future AI infrastructure through optical transceivers, circuit switches, and lasers. This follows Nvidia's previous strategic acquisition of Mellanox to enhance data movement between its GPUs.
Key quotes
· 3 pulledNvidia announced on Monday that it's investing $2 billion each into Lumentum and Coherent, which are both developing photonics technology for data centers
Their tech could improve energy efficiency, data transfer speeds, and bandwidth in future AI data centers
after Nvidia already capitalized on its 2020 acquisition of the network hardware company Mellanox to beef up NVLink and increase the amount of data moving between its GPUs
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