$NVIDIA(NVDA.US) Nvidia has committed at least $6.5 billion over the past three months to photonics companies, as it looks for ways to remove one of the biggest bottlenecks in AI infrastructure. For context, photonics uses light to move data instead of electricity, which can make data transfer faster and more energy efficient. That matters because today's AI systems depend on massive amounts of data moving between GPUs, memory, networking chips, servers, and data centers. In addition, CEO Jensen Huang recently stated that Nvidia is starting to scale silicon photonics across its networking platforms and GPU-to-GPU interconnect technology, which means that the industry will need far more photonics capacity than exists today. @Bridge Buzz SG