英伟达向Lumentum和Coherent各投资20亿美元,推进下一代数据中心光互连技术

据 1M AI News 消息,3 月 3 日,英伟达宣布分别与光子器件厂商 Lumentum 和 Coherent 达成多年期战略合作,各投资 20 亿美元,合计 40 亿美元。两笔投资均用于支持对方在美国的研发、制造产能扩建和运营,其中 Lumentum 将建设新的晶圆厂。两项协议均为非独家合作,包含数十亿美元规模的采购承诺以及未来先进激光和光网络产品的产能权利。

据 CNBC 报道,两家光子公司的股价在消息公布后大幅上涨。

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