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To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here. 自今年3月以来，英伟达已向多家光子技术企业累计承诺投入至少65亿美元，成为这一新兴领域最积极的战略买家之一。光子技术以光代替电信号传输数据，被业界视为突破AI基础设施扩张瓶颈的关键路径。受英伟达等科技巨头密集入场提振，相关上

Photonics AI Infrastructure NVIDIA Silicon Photonics Data Center Semiconductor Investment GPU Interconnect Energy Efficiency

Nvidia is investing billions into this emerging technology that could change the AI industry - CNBC

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www.cnbc.com 2026-05-29 CNBC

Nvidia has committed at least $6.5 billion into companies developing photonics technology in the past three months, as the company races to invest in solving one of the major bottlenecks to the rollout of AI. Photonics, the use of light to transmit data, is an emerging technology considered to be a more efficient alternative to the current process of transferring data using electricity. Electric

AI Infrastructure Photonics Data Centers Semiconductor Investment NVIDIA Optical Connectivity AI Chips Silicon Photonics

Nikon stock targets ASML with lower-priced chip equipment - Nikkei - Investing.com

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www.investing.com 2026-05-29 Investing.com

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SK Hynix, Micron Join Elite Trillion-Dollar Valuation - Investing News Network

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investingnews.com 2026-05-29 Investing News Network

An acute shortage of high-bandwidth memory (HBM) chips required to power advanced AI computing engines have driven the valuations of some of the industry's biggest manufacturers. Chipmakers SK Hynix (KRX:000660,OTC Pink:HXSCL) and Micron Technology (NASDAQ:MU) have crossed the US$1 trillion market valuation threshold, joining market leader Samsung Electronics (KRX:005930) in an elite tier of manu

High-bandwidth memory AI infrastructure Semiconductor manufacturing Market valuation DRAM chips AI computing engines Chip shortage Semiconductor industry trends

Energy use forcing rethink of AI chip design, TSMC says By Reuters - Investing.com

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www.investing.com 2026-05-29 Investing.com

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Groq targets $650 million fundraise after Nvidia licensing deal, Axios reports By Reuters - Investing.com

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www.investing.com 2026-05-28 Investing.com

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Cantor Fitzgerald reiterates Applied Materials stock rating on AI growth outlook - Investing.com

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www.investing.com 2026-05-28 Investing.com