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🚨 Nvidia has now committed over $6.5B into photonics and optical networking.
Most people still think the AI race is about GPUs.
It isn’t.
The next bottleneck is moving data.
AI models are becoming so large that the challenge is no longer just computation.
It’s communication.
Thousands of GPUs need to exchange massive amounts of data in real time.
Copper is starting to hit physical and energy limits.
That’s why Nvidia is aggressively betting on photonics, using light instead of electrical signals to move data faster and with lower power consumption.
The AI race is quietly shifting from chip performance to infrastructure efficiency.
The winners may not only be GPU companies.
They may be the companies building the highways between them.
$NVDA