👁️ Nvidia is spending billions to replace copper with light inside AI data centers.

In just a few months, Nvidia reportedly committed over $6.5 billion toward photonics, technology that moves data using light instead of traditional electrical signals through copper cables.

The spending spree includes:

• $2B tied to Coherent and Lumentum
• $3.2B toward Corning
• $2B linked to Marvell Technology
• Participation in a $500M round for Ayar Labs

Modern AI clusters are becoming too massive for copper wiring alone. When thousands of GPUs communicate across racks, copper starts hitting physical lim