Lumentum Holdings Inc. (LITE) 今日盘前股价大涨5.12%，引起了市场的广泛关注。
消息面上，英伟达(NVDA)宣布与Lumentum达成一项为期多年的战略合作协议，旨在共同推进先进光学与硅光子技术的发展，以支持下一代人工智能基础设施的建设。根据协议，英伟达作出了数十亿美元的采购承诺，并将向Lumentum投资20亿美元，用于支持该公司在美国新建工厂、扩大产能及深化研发合作。
此次合作将充分发挥英伟达在人工智能、加速计算和网络领域的领导力，以及Lumentum在光学技术和先进制造方面的专业优势。光学互连与先进封装的整合对于人工智能工厂的持续扩展至关重要，能够提升大规模人工智能网络的能效和稳健性。英伟达创始人兼首席执行官黄仁勋表示，与Lumentum携手，英伟达正在推进全球最尖端的硅光子技术，以构建下一代的吉瓦级人工智能工厂。
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