Nvidia committed at least $6.5 billion to photonics companies since March 2026. This investment aims to solve a major bottleneck for scaling artificial intelligence.
Photonics uses light to transmit data instead of electricity over copper wires. This technology offers significantly higher bandwidth and better energy efficiency for massive AI clusters.
Nvidia allocated $2 billion each to Lumentum, Coherent, and Marvell. Corning received a $500 million commitment to bolster the optical supply chain. The company also participated in a $500 million funding round for startup Ayar Labs. These strategic investments ensure the photonics ecosystem can meet future AI data center demands.