Nvidia is mentioned as a major investor in the photonics sector, backing Lumentum and Coherent with significant capital.
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The creator discusses the shift from copper to photonics in data centers due to AI growth, highlighting Lum...
BdinvestinggApr 22, 2026
The creator discusses the shift from copper to photonics in data centers due to AI growth, highlighting Lumentum (LITE) and Coherent as key players. Nvidia's $4B investment in these companies underscores the sector's potential.
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Coherent is a leading photonics company that Nvidia has invested in, indicating strong potential in the high-speed networking sector.
Lumentum is a leading photonics company with exceptional growth, expected to triple revenue in three years, making it a strong investment.
Credo Technology is mentioned as a company that boosts signals in copper, but the focus shifts to photonics as the future.