--- title: "Nvidia spends $6.5B on photonics to fix AI's copper bottleneck" url: https://daily.dev/posts/nvidia-spends-6-5b-on-photonics-to-fix-ai-s-copper-bottleneck-yzy6gq220 source_url: https://thenextweb.com/news/nvidia-photonics-investment-copper-bottleneck-ai-data-centre type: article source: "The Next Web" published: 2026-05-29T07:35:21.902Z updated: 2026-05-29T07:35:47.784Z tags: ["nvidia", "ai-infrastructure"] reading_time: 5 upvotes: 0 comments: 0 language: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Nvidia spends $6.5B on photonics to fix AI's copper bottleneck **[The Next Web](https://daily.dev/sources/tnw)** · 5 min read · 0 upvotes · 0 comments ## Summary Nvidia has invested at least $6.5 billion in photonics companies since March 2026, targeting Coherent, Lumentum, Marvell, Corning, and Ayar Labs. The strategy aims to replace copper interconnects with light-based alternatives as AI training clusters scale beyond copper's physical bandwidth limits. Key deals include $2 billion each in Coherent, Lumentum, and Marvell, up to $3.2 billion in Corning (which will expand US manufacturing tenfold), and participation in Ayar Labs' $500M Series E alongside AMD and MediaTek. Nvidia's purchase commitments may effectively lock up global high-end laser component supply through 2027, squeezing competitors. The investments are tied directly to supplying Nvidia's next-gen Vera Rubin platform, which already uses optical interconnects between racks, and reflect a broader $40B+ AI equity investment strategy in 2026. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Similar posts on daily.dev - [Nvlink Fusion Optics Push Past the Copper Wall](https://daily.dev/posts/nvlink-fusion-optics-push-past-the-copper-wall-zbl8oc5kz) · IEEE Spectrum · 0 upvotes · 0 comments - [Enlightra Raises $15M to Advance Laser Interconnects for AI and Quantum Systems](https://daily.dev/posts/enlightra-raises-15m-to-advance-laser-interconnects-for-ai-and-quantum-systems-ogty3or33) · The Quantum Insider · 0 upvotes · 0 comments --- Tags: [#nvidia](https://daily.dev/tags/nvidia), [#ai-infrastructure](https://daily.dev/tags/ai-infrastructure) [View this post on daily.dev](https://daily.dev/posts/nvidia-spends-6-5b-on-photonics-to-fix-ai-s-copper-bottleneck-yzy6gq220)