photonics

Nvidia is investing billions of dollars into photonics technology, which is considered a more efficient alternative to electricity for data transfer and could be crucial to the AI boom. This investment signals a potential shift toward optical computing that could significantly reduce energy consumption in data centers and AI processing.

Lattice Materials broke ground on an 80,000-square-foot facility in Montana for silicon and germanium production. This domestic facility represents a significant milestone in building next-generation photonics capabilities within the United States supply chain.

Nvidia is investing $4 billion total ($2 billion each) in photonics companies Coherent and Lumentum. This strategic investment targets optical computing components critical for next-generation AI infrastructure and data center interconnects.