The next generation of AI chips is driving a multibillion-dollar boom in optical interconnects, and Bank of America believes these stocks could be big winners.

Move part of an ongoing supply chain arms race as both companies seek to secure components for next-gen optical networking ...

Next-generation AI infrastructure goes optical ...

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 ...

Optical interconnect startup Ayar Labs has raised $500 million in a Series E funding round that saw participation from Nvidia ...

Lumentum Holdings (NasdaqGS:LITE) announced a multiyear agreement with NVIDIA to accelerate advanced optics technologies for next generation AI infrastructure. NVIDIA is making a significant ...

Its investment of $2B in each company is viewed as laying the groundwork for its future as a competitive provider of AI training infrastructure.

Nvidia invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build competitive moats as AI clusters hit power limits.

NVIDIA (NASDAQ:NVDA) has not solely become a trillion-dollar company because it made the best chips, but it became one because it was seemingly the only company that could deliver what the AI industry ...

Agreement bolsters R&D and manufacturing efforts while securing Nvidia's future access rights to critical laser components ...