# Lumentum

Lighting the Path to 1.6T: Why Optical Interconnects are the Next Frontier in the Global AI Arms Race

The AI industry is shifting from 800G to 1.6T optical interconnects to overcome computing bottlenecks, according to a report by Shenwan Hongyuan. This technological leap is expected to drive a market expansion from $18 billion to $900 billion by 2030, significantly increasing the value of optical hardware in the AI supply chain.

NeTe2026年4月9日 08:58

#AI Computing#Optical Interconnect#1.6T

Technology

Nvidia Pours $4bn into Laser and Photonics Makers to Lock Down AI Data‑centre Supply Chain

Nvidia will invest $2 billion each in Lumentum and Coherent under multi‑year agreements that combine capital, procurement commitments and rights to advanced laser components. The deals aim to secure critical photonics supply for large AI data centres and to bring optics development into Nvidia’s broader ecosystem strategy.

NeTe2026年3月2日 15:00

#Nvidia#Lumentum#Coherent