半年豪掷180亿美金! 英伟达投资版图揭示AI投资风向——光互连与算力租赁

智通财经网04-01

智通财经APP注意到，在过去的六个月里，英伟达(NVDA.US)对上市公司的战略投资总额已达到至少180亿美元。这家科技巨头正持续巩固长期合作伙伴关系以及加速推进AI算力基础设施更新迭代进程，同时维持下游的供需平衡。最近的一项投资于今日公布，英伟达向迈威尔科技(MRVL.US)投资了20亿美元。两家公司揭晓了战略合作伙伴关系，旨在通过英伟达的NVLinkFusion将迈威尔连接至英伟达的AI工厂和...

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Nvidia's investment map reveals the trend of AI investment-optical interconnection and computing power leasing","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b80c9586a56e08e39d693a2d7cb0ecd4","symbols_score_info":{"NVD":0.6,"2NVD.UK":0.6,"DIPS":0.6,"NVDS":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"NVDB":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDG":0.6,"NVIW.SI":0.6,"ANV":0.6,"NVDL":0.6,"NVII":0.6,"NVDQ":0.6,"NVDW":0.6,"NVDS.UK":0.6,"NVDX":0.6,"NVDU":0.6,"NVDD":0.6,"NVDA":1.97,"NVDY":0.6},"content_text":"智通财经APP注意到，在过去的六个月里，英伟达(NVDA.US)对上市公司的战略投资总额已达到至少180亿美元。这家科技巨头正持续巩固长期合作伙伴关系以及加速推进AI算力基础设施更新迭代进程，同时维持下游的供需平衡。最近的一项投资于今日公布，英伟达向迈威尔科技(MRVL.US)投资了20亿美元。两家公司揭晓了战略合作伙伴关系，旨在通过英伟达的NVLinkFusion将迈威尔连接至英伟达的AI工厂和AI-RAN生态系统，凸显出英伟达欲携手迈威尔科技携手加速推进数据中心光互连技术。本月早些时候，英伟达披露了对荷兰AI基础设施供应商Nebius(NBIS.US)的20亿美元投资。该伙伴关系将帮助Nebius在2030年底前部署超过5吉瓦(GW)的英伟达系统。在此之前，英伟达分别向光网络公司Lumentum(LITE.US)和Coherent(COHR.US)各投资了20亿美元。这些投资将帮助由黄仁勋领导的公司确保未来在先进激光和光网络产品方面的获取权及产能权。从OFC 2026 的整体数据中心光互连发展风向看，行业主线已经非常清晰：超大规模AI数据中心的瓶颈正从单芯片算力转向“集群级互连带宽、能耗和可扩展性”。Lumentum 堪称是光通信关键部件的制造者(激光器、光器件供应商)，它也出货一些光模块产品和子系统，但其核心技术优势在于能独家构建最基础光源与高速光学器件平台，这些组件被大量集成进大型AI数据中心各种光模块和光通信系统中。TPU与GPU算力群这类AI超级集群中，都有一个核心共性：需要极高带宽、极低延迟、以及极高能效的数据中心内部互连。 传统铜缆或电子交换方案在扩展到数千甚至数万芯片规模时，会因功耗与热损耗爆炸性增长而无法满足需求;光互连技术(主要包括共封装光学CPO、硅光子交换机、光电路交换OCS)能用光信号替代电信号，在大规模AI训练/推理网络中显著提升带宽密度与能效，并减少延迟与功耗，这种对更高光互连技术容量的需求正是GPU与TPU集群共通的。比如英伟达主导的Spectrum‑X/Quantum‑X 等硅光子网络交换机明确集成了激光与光子技术，从而提升功率效率与网络容量，而Lumentum的高性能激光器和光学部件是这些交换机不可或缺的一部分。Lumentum由于拿到了资本、产能和研发绑定，尤其在UHP laser/ELS/CPO/OCS这些核心光互连条链上，势必将会成为一线核心受益者。Lumentum很大概率将是未来数据中心AI光互连浪潮里的“核心AI军火商”，尤其对英伟达AI GPU算力链条更重要。今年1月，英伟达向CoreWeave(CRWV.US)投资了20亿美元，以帮助这家AI超大规模计算服务商加速在2030年前建成超过5吉瓦的AI工厂。英伟达在2025年末以50亿美元从英特尔(INTC.US)手中购买了大量股份。“这一历史性的合作将英伟达的AI和加速计算栈与英特尔的CPU以及庞大的x86生态系统紧密结合——这是两个世界级平台的融合，”黄仁勋表示。“我们将共同扩展生态系统，并为下一个计算时代奠定基础。”英伟达还在2025年底向新思科技(SNPS.US)股票投资了20亿美元，旨在将英伟达的AI与加速计算优势与新思科技的工程解决方案整合。这预计将使研发团队能够以更高的精度、速度和更低的成本来设计、模拟及验证智能产品。去年10月，英伟达宣布向诺基亚(NOK.US)投资10亿美元以整合彼此的技术，这将帮助双方成为AI驱动网络领域的领跑者。英伟达最近还与广泛的能源公司建立了合作关系，如SLB(SLB.US)、AES(AES.US)、新客来能源(NEE.US)以及Vistra(VST.US)，以确保其AI工厂的电力供应。虽然并非上市公司，但英伟达在此期间单笔最大的投资是2月下旬确认的对OpenAI的300亿美元投资。英伟达已对数十家AI相关初创公司进行了大量投资，其中包括OpenAI的核心竞争对手Anthropic和xAI。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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/2624563376","isCrawlerRequest":true}