英伟达豪掷40亿美元投资光子技术公司，发力AI基建

Core Insights - Nvidia announced a total investment of $4 billion to strengthen research channels and supply chains for large-scale artificial intelligence infrastructure development [1][2] Group 1: Investment Details - Nvidia will invest $2 billion each in Lumentum and Coherent, both of which focus on the development of optical technology [2] - Lumentum is a US-based technology company dedicated to optical and photonic technology research, supporting AI, cloud computing, and next-generation communication infrastructure [2] - Coherent, also based in the US, specializes in photonic technology, manufacturing components and systems for high-performance optical applications [2] Group 2: Strategic Partnerships - Nvidia's CEO Jensen Huang stated that the company is collaborating with Lumentum to advance the world's most advanced silicon photonic technology for building next-generation gigawatt-scale AI factories [2] - The agreement with Lumentum includes a multi-year strategic partnership with significant procurement commitments and future rights to advanced laser component capacity [2] - Nvidia will also work with Coherent to develop next-generation silicon photonic technology for AI infrastructure, which includes substantial procurement commitments and access to advanced laser and optical network products [2]