$NVIDIA(NVDA.US) Nvidia has invested $6.5 billion in photonics technology over the past three months, aiming to enhance AI infrastructure by using light for data transmission instead of electricity. This shift is crucial for overcoming energy consumption challenges associated with AI deployment. Nvidia's investments include $2 billion in companies like Lumentum and Coherent. While photonics will become more prominent, challenges in manufacturing and production scale remain, with large-scale adoption expected only by 2028. Hence, I think this is the early long term investment for the future move by Nvidia, and with Jensen steering the ship, I hope to see Nvidia prospering even more. @Bridge Buzz SG