英伟达AI“帝国”B面:20年收购史的“克制和清醒”

21世纪经济报道
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英伟达的AI“帝国”,早已不止于GPU本身,而是一整套围绕算力、网络与软件平台构建的生态体系。  最新一笔投资动作再次印证这一点。2026年3月,英伟达分别向光技术公司Lumentum和Coherent各投资20亿美元。这并非简单的财务投资,而是对AI基础设施关键环节的提前卡位。  回溯半导体产业的发展史,投资、收购、兼并与重组始终是行业主旋律。这是全球最激荡诡谲、波澜壮波的市场,企业的兴衰往往...

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