NVIDIA is reportedly moving to invest approximately ¥1 trillion in optical technologies, with Lumentum and others involved. The concept of AI factories spanning cities and countries is attracting attention.
NVIDIA's reported plan to invest approximately ¥1 trillion in optical fiber and photonics has brought Lumentum, Coherent, Broadcom, Marvell and Japanese companies into focus as related companies. Reports have discussed the specific investment amount and the moves by the companies involved.
The article examines the concept of building AI factories across cities and countries and discusses their potential scale and the roles of the companies involved. It focuses on future developments and potential follow-up reports.