On May 30, NVIDIA announced that since March of this year, it has committed at least $6.5 billion in investments in companies related to photonics and optical networks to address the data transmission and energy consumption bottlenecks faced by AI data centers. Reports indicate that NVIDIA has invested $2 billion each in Lumentum, Coherent, and Marvell, and $500 million in Corning for the development of optical connection systems, while also participating in a $500 million Series E funding round for optical startup Ayar Labs. Photonic technology uses light signals to replace traditional copper wire telecom signals for data transmission, significantly enhancing bandwidth and reducing energy consumption, and is seen as the core infrastructure for the next generation of AI data centers. As the scale of AI models continues to expand, the demand for data exchange between thousands of GPUs is surging, making network interconnects the new bottleneck following computing power chips. NVIDIA CEO Jensen Huang stated at the GTC conference in March that the company is accelerating the application of silicon photonics technology in network platforms and GPU interconnect systems, with the demand for related production capacity far exceeding current global supply capabilities. Analysts point out that the demand for high-speed optical interconnects in AI cabinet systems is rapidly increasing, and the supply chain for optical modules, lasers, and optical fibers is expected to continue benefiting. Driven by NVIDIA's investments, Lumentum's stock price has risen over 130% this year, with Coherent and Marvell also seeing significant stock price increases.