---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39046325.md"
description: "🚀$40 Billion Poured into Optical Communications, $NVIDIA(NVDA.US) Upgrades the "Computing Power War" to the Photonic LevelWhile the market is still fixated on GPU shipments, I'm paying more attention to another undercurrent.On March 2nd, $NVIDIA(NVDA.US) announced investments of $2 billion each in $Lumentum(LITE.US) and $Coherent Corp.(COHR.US), totaling $4 billion, signing multi-year strategic cooperation agreements. This isn't a simple financial investment, but deep collaboration binding R&D, production capacity, and priority supply rights.When a company already at the pinnacle of AI computing power starts locking down optical communication and laser production capacity in advance, I'm more inclined to interpret it as: the core of the next phase of competition has shifted from "chip performance" to "system-level bandwidth and energy efficiency."This move is more critical than what the market sees on the surface.Over the past two years, the bottleneck in AI training hasn't been just the computing chips, but the data transmission efficiency between nodes. No matter how many GPUs are stacked, if the interconnect bandwidth is insufficient or latency is too high, computing power gets "locked" within the network architecture.Optical interconnects and silicon photonics are precisely aimed at solving this problem.I place greater importance on three structural changes:First, $NVIDIA(NVDA.US) is no longer just a chip company; it's building a complete AI computing power factory ecosystem. From GPUs and switch chips to optical networks and packaging integration, it's extending towards becoming a "system integrator."Second, while the agreements are non-exclusive, they include multi-billion dollar product purchase commitments and priority access to advanced production capacity. This means $NVIDIA(NVDA.US)'s supply security and bargaining power will be significantly enhanced in the next AI data center expansion cycle.Third, domestic manufacturing expansion. $Lumentum(LITE.US) will build new wafer fabs, and $Coherent Corp.(COHR.US) is ramping up US domestic capacity. This isn't just a commercial layout; it's highly aligned with the strategic direction of US tech supply chains.I keep pondering one question:If future AI data centers truly move towards "gigawatt-scale compute factories," what is the core constraint?It's not the number of GPUs, but power consumption and interconnect efficiency.Optical communications address the bandwidth and energy efficiency ratio problem. Every increase in compute density amplifies interconnect costs. Whoever gains an advantage in photonic-electronic integration will hold the "invisible moat" of the next-generation infrastructure.The rise of $Lumentum(LITE.US) and $Coherent Corp.(COHR.US) isn't a simple sentiment reaction. They are being incorporated into a longer-term structural expansion logic.What's truly worth observing isn't just the $4 billion itself, but:In the coming year, will $NVIDIA(NVDA.US) continue to make capital commitments in photonics, packaging, and network architecture?If the answer is "yes," it means AI competition has already upgraded from single-point chip performance to a full-stack infrastructure game.While the market is still discussing GPU sales, what I care more about is: bandwidth, energy efficiency, and system integration capabilities – who can get ahead.The computing power war has entered its second phase.I won't just look at chips."
datetime: "2026-03-04T04:30:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39046325.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39046325.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39046325.md)
author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)"
---

# 🚀$40 Billion Poured into Optical Communications, …


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