{
"title": "Nvidia spends $6.5B on photonics to fix AI's copper bottleneck",
"seo_title": "Nvidia invests $6.5B in photonics for AI data centers",
"seo_description": "Nvidia commits $6.5 billion to photonics firms to replace copper interconnects in AI training clusters, investing in Coherent, Lumentum, Marvell, Corning, and Ayar Labs.",
"description": "Nvidia has invested at least $6.5 billion in photonics companies since March 2026, aiming to replace copper wiring with light-based interconnects for AI data centers. The investments target key optical component makers like Coherent, Lumentum, Marvell, and Corning, as well as startup Ayar Labs. This move addresses physical limits of copper as AI training clusters demand exponentially more bandwidth."
}