Nvidia has pledged to invest a combined $4 billion in two photonic manufacturing firms, Lumentum and Coherent. As Reuters reports, this continues Nvidia’s plans to expend capital investment with its expansive cash reserves to help build the AI ecosystem and improve the output of its models. The quiet part is that it also helps keep Nvidia on the cutting edge.
Both companies develop optical and semiconductor technologies, enabling future networking hardware and AI chip designs that utilize light to…

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