大动作！英伟达砸276亿疯狂“买光”

与非网eefocus03-06

最近，科技圈又被英伟达“砸钱”刷屏了！作为AI芯片霸主，英伟达于当地时间3月2日一口气宣布了两笔重磅投资：分别向Lumentum和Coherent两家公司各投20亿美元，以总计40亿美元（约合人民币276亿元）的战略投资押注光芯片。说到这里，可能很多人会感到疑惑：为什么英伟达放着核心芯片不砸钱，而是偏偏花巨资“买光”呢？其实，这背后藏着AI产业扩张的关键密码。英伟达在公告中直言：光互连和封装集成...

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Nvidia smashed 27.6 billion crazy \"buy it out\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDY":0.6,"NVDS.UK":0.6,"NVDQ":0.6,"NVD3.UK":0.6,"NVDS":0.6,"NVIW.SI":0.6,"ANV":0.6,"NVDW":0.6,"NVDU":0.6,"NVDA":1.95,"NVDD":0.6,"NVDG":0.6,"NVII":0.6,"NVD":0.6,"DIPS":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVDB":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6},"content_text":"最近，科技圈又被英伟达“砸钱”刷屏了！作为AI芯片霸主，英伟达于当地时间3月2日一口气宣布了两笔重磅投资：分别向Lumentum和Coherent两家公司各投20亿美元，以总计40亿美元（约合人民币276亿元）的战略投资押注光芯片。说到这里，可能很多人会感到疑惑：为什么英伟达放着核心芯片不砸钱，而是偏偏花巨资“买光”呢？其实，这背后藏着AI产业扩张的关键密码。英伟达在公告中直言：光互连和封装集成技术，是AI工厂持续扩张的“命脉”。随着AI重塑计算格局，全球正掀起规模最大的计算基础设施建设浪潮，而光互连技术能大幅提升大规模AI网络的能效和弹性，解决传统电互连逼近物理极限的困境，让AI运算更快、更节能。此次被英伟达相中的两家企业，都是全球AI数据中心基础设施中不可或缺的“隐形冠军”。其中，Coherent是全球领先的激光器、光通信器件及先进光学材料制造商。就在不久前，这家公司刚刚获得一家头部AI数据中心客户的“极其庞大”的CPO（共封装光学）采购订单，其核心优势之一是在美国德克萨斯州谢尔曼工厂的6英寸磷化铟（InP）产线上生产的高功率连续波激光器。而Lumentum同样是光通信与激光技术领域的巨头。根据协议，英伟达的投资将直接支持其在美国新建一座晶圆厂，并助力其研发和运营。对于这两笔投资，彭博行业研究分析师Jake Silverman（杰克·西尔弗曼）一语道破了关键：磷化铟激光器制造难度极高，需要深厚的技术积累，目前市场供应量远远跟不上AI爆发式增长的需求。英伟达这40亿，本质上是提前锁定核心供应链，为自己的AI帝国“保驾护航”。换句说话，这笔巨额投资，并不是英伟达的临时起意，而是其构建AI全栈生态的重要一步。近年来，英伟达一直在用巨额利润布局上下游，先后投资了Coreweave等数据中心，并扶持了OpenAI等模型开发商，一步步拉动市场对其芯片的需求，形成了“投资→刺激需求→盈利→再投资”的闭环生态。扫码回复“城市or 领域”进专属社群更值得关注的是，就在投资公告发布的前一天，英伟达还联合英国电信、思科等全球电信巨头，发起了6G网络构建倡议。黄仁勋直言：AI正在推动人类历史上规模最大的基础设施建设，而电信行业将成为英伟达下一个重点布局的领域。不难看出，英伟达的选择很明确：与其等产能，不如买产能；与其买产能，不如直接砸钱帮别人建产能。最后，大家怎么看英伟达这笔40亿美元的“买光”大单？是未雨绸缪，还是垄断焦虑？内容来源：21ic电子网","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":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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":"4.42.0","shortVersion":"4.42.0","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/2617668629","isCrawlerRequest":true}