NVIDIA's 6.5 billion investment is about to shake up the photonics track—bandwidth is power, and energy consumption is life or death.

NVIDIA has pledged a total of $6.5 billion in investments in photonics and optical networking-related companies since March of this year, including approximately $2 billion invested in Lumentum, Coherent, and Marvell, and a $500 million investment in Corning for optical connection system research and development, as well as participating in Ayar Labs' $500 million Series E funding. Photonics technology is seen as a key infrastructure to enhance AI data center bandwidth and reduce energy consumption, benefiting the related industry chain, with stock prices rising accordingly.