英伟达豪掷超65亿美元押注光子技术，加码AI基础设施「数据传输瓶颈」
BlockBeats 消息，5 月 30 日，英伟达自今年 3 月以来已累计承诺至少 65 亿美元投资光子学与光网络相关企业，以解决 AI 数据中心面临的数据传输和能耗瓶颈问题。
据报道，英伟达分别向 Lumentum、Coherent 和 Marvell 投资 20 亿美元，并向康宁投入 5 亿美元用于光连接系统研发，同时参与光学初创公司 Ayar Labs 5 亿美元 E 轮融资。
光子技术利用光信号替代传统铜线电信号传输数据，可显著提升带宽并降低能耗，被视为下一代 AI 数据中心核心基础设施。随着 AI 模型规模持续扩大，数千块 GPU 之间的数据交换需求激增，网络互连正成为继算力芯片之后的新瓶颈。
英伟达 CEO 黄仁勋今年 3 月在 GTC 大会上表示，公司正加速将硅光子技术应用于网络平台和 GPU 互连系统，相关产能需求已远超当前全球供应能力。
分析人士指出，AI 机柜系统对高速光互连需求正快速增长，光模块、激光器、光纤等产业链有望持续受益。受英伟达投资推动，Lumentum 年内股价已上涨逾 130%，Coherent 和 Marvell 股价也显著走强。
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