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What NVIDIA (NVDA)'s US$4 Billion Bet on Optics Suppliers Means For Shareholders
In recent days, NVIDIA has announced multi‑year agreements to invest US$2.00 billion each in Lumentum and Coherent, securing future access to advanced optical and laser components that are increasingly critical for scaling AI data centers as copper interconnects reach technical limits.
By putting US$4.00 billion of its own capital behind key optics suppliers, NVIDIA is effectively locking in a customized, optics‑heavy supply chain that could make its next‑generation AI “factories” harder for...