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Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers

Jay Liu, commentary Mar 4, 2026, 09:42 0

Credit: DIGITIMES

A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical communications suppliers Lumentum and Coherent, signalling stronger momentum...

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