--- title: "In six months, a lavish expenditure of 18 billion USD! NVIDIA's investment landscape reveals the trend of AI investment - optical interconnection and computing power leasing" type: "News" locale: "en" url: "https://longbridge.com/en/news/281289503.md" description: "In the past six months, NVIDIA's total strategic investment in publicly listed companies has reached at least $18 billion, continuously strengthening partnerships and advancing updates to AI computing infrastructure. Recently, NVIDIA invested $2 billion in Marvell Tech, aiming to accelerate data center optical interconnect technology through NVLinkFusion. Additionally, NVIDIA also invested $2 billion in the Dutch AI infrastructure provider Nebius to secure future acquisition rights in laser and optical network products" datetime: "2026-04-01T02:43:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281289503.md) - [en](https://longbridge.com/en/news/281289503.md) - [zh-HK](https://longbridge.com/zh-HK/news/281289503.md) --- # In six months, a lavish expenditure of 18 billion USD! NVIDIA's investment landscape reveals the trend of AI investment - optical interconnection and computing power leasing The Zhitong Finance APP noted that in the past six months, NVIDIA (NVDA.US) has made strategic investments totaling at least $18 billion in publicly listed companies. This tech giant is continuously consolidating long-term partnerships and accelerating the iteration process of AI computing power infrastructure while maintaining a balance between supply and demand downstream. A recent investment was announced today, where NVIDIA invested $2 billion in Marvell Technology (MRVL.US). The two companies revealed a strategic partnership aimed at connecting Marvell to NVIDIA's AI factories and AI-RAN ecosystem through NVIDIA's NVLinkFusion, highlighting NVIDIA's intention to work with Marvell Technology to accelerate the advancement of data center optical interconnect technology. Earlier this month, NVIDIA disclosed a $2 billion investment in the Dutch AI infrastructure provider Nebius (NBIS.US). This partnership will help Nebius deploy over 5 gigawatts (GW) of NVIDIA systems by the end of 2030. Prior to this, NVIDIA invested $2 billion each in optical network companies Lumentum (LITE.US) and Coherent (COHR.US). These investments will help the company, led by Jensen Huang, secure future access and production rights for advanced laser and optical network products. From the overall data center optical interconnect development trends at OFC 2026, the industry's mainline has become very clear: the bottleneck for large-scale AI data centers is shifting from single-chip computing power to "cluster-level interconnect bandwidth, energy consumption, and scalability." Lumentum is known as a manufacturer of key components for optical communication (laser, optical device suppliers), and it also ships some optical module products and subsystems, but its core technological advantage lies in its ability to exclusively build the most fundamental light sources and high-speed optical device platforms, which are heavily integrated into various optical modules and optical communication systems in large AI data centers. In AI superclusters like TPU and GPU computing clusters, there is a common core requirement: extremely high bandwidth, extremely low latency, and extremely high energy efficiency for internal interconnects in data centers. Traditional copper cables or electronic switching solutions cannot meet the demand when scaled to thousands or even tens of thousands of chips due to explosive growth in power consumption and thermal loss; optical interconnect technology (mainly including co-packaged optics CPO, silicon photonic switches, optical circuit switching OCS) can replace electrical signals with optical signals, significantly improving bandwidth density and energy efficiency in large-scale AI training/inference networks while reducing latency and power consumption. This demand for higher optical interconnect technology capacity is common to both GPU and TPU clusters. For example, NVIDIA's leading Spectrum-X/Quantum-X silicon photonic network switches clearly integrate laser and photonic technologies to enhance power efficiency and network capacity, while Lumentum's high-performance lasers and optical components are an indispensable part of these switches. With capital, production capacity, and R&D binding, Lumentum is bound to become a core beneficiary, especially in the core optical interconnect chains such as UHP laser/ELS/CPO/OCS. Lumentum is highly likely to be the "core AI arms dealer" in the future wave of data center AI optical interconnects, particularly important for NVIDIA's AI GPU computing chain In January of this year, NVIDIA invested $2 billion in CoreWeave (CRWV.US) to help the AI hyperscale computing service provider accelerate the construction of AI factories with over 5 gigawatts capacity by 2030. NVIDIA purchased a significant stake from Intel (INTC.US) for $5 billion at the end of 2025. "This historic collaboration tightly integrates NVIDIA's AI and accelerated computing stack with Intel's CPUs and the vast x86 ecosystem—it's a fusion of two world-class platforms," Jensen Huang stated. "We will jointly expand the ecosystem and lay the foundation for the next computing era." NVIDIA also invested $2 billion in Synopsys (SNPS.US) at the end of 2025, aiming to integrate NVIDIA's AI and accelerated computing advantages with Synopsys's engineering solutions. This is expected to enable R&D teams to design, simulate, and validate intelligent products with greater precision, speed, and lower costs. In October of last year, NVIDIA announced a $1 billion investment in Nokia (NOK.US) to integrate their technologies, which will help both parties become leaders in the AI-driven networking field. Recently, NVIDIA has also established partnerships with a wide range of energy companies, such as SLB (SLB.US), AES (AES.US), NextEra Energy (NEE.US), and Vistra (VST.US), to ensure the power supply for its AI factories. Although it is not a publicly traded company, NVIDIA's largest single investment during this period was the confirmation of a $30 billion investment in OpenAI in late February. 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