Nvidia to invest $4 billion in two photonics companies

Core Insights - Nvidia is investing a total of $4 billion in two companies, Lumentum and Coherent, both focused on photonics technologies [1][2] - Each company will receive an investment of $2 billion from Nvidia [1] Group 1: Company Overview - Lumentum is developing optical and photonic technologies aimed at enhancing networks and infrastructure for AI, cloud computing, and next-generation communications [1] - Coherent specializes in photonics technology, which involves using light (photons) to create components and systems for high-performance optical applications [2] Group 2: Strategic Goals - Nvidia aims to advance silicon photonics technology in collaboration with Lumentum to build next-generation gigawatt-scale AI factories [2] - The partnership with Coherent will focus on developing next-generation silicon photonics specifically for AI infrastructure [3]