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Nvidia’s Optical Strategy: $4 Billion Reshapes AI Data Center Economics

Nvidia’s Optical Strategy: $4 Billion Reshapes AI Data Center Economics

vm_adminMarch 4, 2026

Nvidia’s Optical Strategy: Billion Reshapes AI Data Center Economics

By Steve McDowell
Publication Date: 2026-03-04 21:03:00

NVIDIA invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build competitive moats as AI clusters hit power limits.

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Nvidia

Tagged Billion, Center, Data, economics, Nvidias, Optical, reshapes, Strategy

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