Nvidia invested $4 billion in co-packaged optics suppliers Lumentum and Coherent, SiliconANGLE reported on March 2. Co-packaged optics integrates optical components with switch chips to reduce power use and latency in large AI clusters.
The investment is a supply-chain deal: Nvidia is financing two of the companies it relies on for the optical parts of its networking roadmap, a pattern also seen in its investments in customers. The summary we reviewed does not give the terms of each investment.
Source: SiliconANGLE