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NVIDIA splashes out on "light": Secures Lumentum and Coherent's scarce indium phosphide component capacity
The “Light Forward” trend is becoming increasingly clear, with industry waves fueling new hotspots and opportunities. NVIDIA announced investments of $2 billion each in photonics giants Lumentum and Coherent, along with multi-billion dollar long-term procurement commitments and future capacity rights. This marks another historic move by NVIDIA in the field of optical interconnects, following the launch of the world’s first mass-produced CPO switch in March last year.
An article to understand the industry development progress and future blueprint.