英伟达狂砸40亿美元！携手Lumentum与Coherent共筑AI光互联未来

ITBEAR科技资讯03-03

全球AI芯片领域领军企业英伟达近日宣布，已与两家美国光通信行业巨头Lumentum和Coherent达成重大战略合作协议，总计投入40亿美元资金，旨在加速光互联技术与封装集成领域的创新突破，为下一代人工智能基础设施的规模化部署奠定基础。根据与Lumentum签署的多年期协议，英伟达将通过20亿美元战略投资，支持该公司扩建位于美国的晶圆制造基地。双方合作涵盖数十亿美元规模的采购承诺，英伟达将获得...

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Join hands with Lumentum and Coherent to build an AI optical interconnected future","themeId":"c42ff6e4e3ba076f211c70ffd1a74d55","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDY":0.6,"NVD2.UK":0.6,"NVD":0.6,"SNVD.UK":0.6,"ANV":0.6,"NVDW":0.6,"NVII":0.6,"NVDQ":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVDX":0.6,"DIPS":0.6,"NVDA":1.97,"NVIW.SI":0.6,"NVDG":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDS":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVDB":0.6,"LITX":0.6},"content_text":"全球AI芯片领域领军企业英伟达近日宣布，已与两家美国光通信行业巨头Lumentum和Coherent达成重大战略合作协议，总计投入40亿美元资金，旨在加速光互联技术与封装集成领域的创新突破，为下一代人工智能基础设施的规模化部署奠定基础。根据与Lumentum签署的多年期协议，英伟达将通过20亿美元战略投资，支持该公司扩建位于美国的晶圆制造基地。双方合作涵盖数十亿美元规模的采购承诺，英伟达将获得Lumentum先进激光组件的优先供应权及产能保障。这项合作将整合英伟达在AI计算与网络架构的领先优势，以及Lumentum在硅光子技术领域的深厚积累，重点提升大规模AI网络的能效表现与系统弹性。Lumentum首席执行官迈克尔·赫尔斯顿表示，新建的制造工厂将显著提升产能并加速技术创新进程。作为全球光学与光子技术领导者，该公司提供的高性能激光器、光模块及光学子系统，已广泛应用于数据中心连接、电信网络及工业传感等领域。此次合作将助力其满足AI数据中心对高速光互连解决方案的爆发式需求。在另一项同等规模的投资中，英伟达与Coherent公司达成战略联盟，同样投入20亿美元支持其研发体系与制造能力建设。双方协议包含长期采购框架及先进光网络产品的优先获取权，重点推进硅光子技术的产业化进程。这项合作将结合英伟达在AI加速计算领域的领导地位，与Coherent在光子器件制造方面的专业能力，共同开发面向千兆瓦级AI工厂的光互连解决方案。Coherent首席执行官吉姆·安德森强调，此次深化合作将扩展其产品组合在英伟达生态系统中的应用范围。作为光子学领域的技术先锋，该公司为数据中心、通信及工业市场提供的创新方案，已成为行业领导者实现技术突破的关键支撑。通过与英伟达长达二十年的合作基础，此次战略升级将加速下一代AI数据中心的部署进程。英伟达创始人兼首席执行官黄仁勋指出，AI技术正在重塑全球计算架构，催生出史上最大规模的基础设施建设需求。通过与两家光通信巨头的协同创新，英伟达将推动硅光子技术达到新的性能高度，为构建能够实时处理海量交互场景的AI工厂提供核心支撑。这种软硬协同的创新模式，标志着AI基础设施发展进入全新阶段。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2616363089","isCrawlerRequest":true}