英伟达(NVIDIA)连发两则重磅战略合作公告,分别向全球光子学巨头Coherent 、Lumentum各投资20亿美元

变局视角
Mar 02

2026年3月2日最新公告完整解读2026年3月2日,AI算力霸主英伟达(NVIDIA)连发两则重磅战略合作公告,分别向全球光子学巨头Coherent Corp.(NYSE: COHR)、Lumentum各投资20亿美元,完成对AI数据中心光互联核心供应链的深度绑定。其中,英伟达与Coherent的合作,更是双方长达20年合作的全面升级,直接锚定下一代硅光子学、CPO共封装光学技术的产业化落地,将...

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