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摘要: Tech

Nvidia is investing billions into this emerging technology that could change the AI industry

Published Fri, May 29 2026

1:00 AM EDT

Kai Nicol-Schwarz

@in/kains

WATCH LIVE

Key Points

Nvidi...

正文

Nvidia is investing billions into this emerging technology that could change the AI industry

Published Fri, May 29 2026

1:00 AM EDT

Kai Nicol-Schwarz

@in/kains

WATCH LIVE

Key Points

Nvidia has committed at least $6.5 billion to companies developing photonics technology since March this year.

Photonics is considered to be a more efficient way to transfer data than the current standard process of using more costly electricity running on copper, which is thought to be a major blocker to the rollout of AI.

"The amount of silicon photonics technology capacity that we need is substantially higher than the world has today," Nvidia CEO Jensen Huang said at GTC in March.

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has committed at least $6.5 billion into companies developing photonics technology in the past three months, as the company races to invest in solving one of the major bottlenecks to the rollout of AI.

Photonics, the use of light to transmit data, is an emerging technology considered to be a more efficient alternative to the current process of transferring data using electricity. Electrical data transfer consumes more energy — a factor which is increasingly seen as a

to the broader deployment of AI.

Since the beginning of March, Nvidia has announced

$2 billion investments

Lumentum

Coherent

, all of which are developing photonics tech. The chip giant also said it would invest $500 million into

to develop advanced optical connectivity solutions, and participated in optics startup Ayer Labs' $500 million Series E funding round.

"Photonics represents a way for Nvidia to scale their AI infrastructure without the energy costs that staying with electrical and copper will incur," Alvin Nguyen, senior analyst at Forrester, told CNBC.

"By investing in photonics companies, Nvidia is making sure that advancements in photonics continue

来源: Brave/cnbc.com

采集时间: 2026-05-29 20:16:45