Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers

Digitimes
By Levi LiMar 3, 2026, 8:42 pm119 ptsTrending
A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical communications suppliers Lumentum and Coherent, signalling stronger momentum behind optical interconnect technologies for AI data…

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