NuAxiSemiconductor trade intelligence

How Nvidia learned to embrace the light in its quest for scale

What happened

Nvidia plans to deploy photonic interconnects for systems with over 1,000 GPUs by 2028, investing billions in optics companies like Marvell and Lumentum to overcome copper limitations.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

Optical InterconnectsPhotonic Modules

NvidiaMarvellCoherentLumentum

capacity_expansioninvestmentopticssupply_chain

Source and time

Source: The Register · 4/5/2026 · View original source

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How Nvidia learned to embrace the light in its quest for scale

What happened

Impact and signal

Affected components and suppliers

Source and time

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