Photonics is considered to be a more efficient alternative to the current process of transferring data using electricity, which could be crucial to the AI boom.

Nvidia has invested $6.5B+ in photonics since March, targeting Coherent, Lumentum, Marvell, Corning, and Ayar Labs to replace copper with light in AI data centres.

Photonics is considered to be a more efficient alternative to the current process of transferring data using electricity, which could be crucial to the AI boom.

Nvidia is investing billions into companies developing photonics, which industry watchers say could bring big efficiency gains to the AI sector.