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New projections reveal the AI data center optical interconnect market is set for explosive growth, soaring to $144 billion by 2030. Silicon photonics and co-packaged optics are poised to dominate this critical shift, replacing copper for next-gen AI workloads.
NVIDIA has committed over $40 billion to AI equity investments in the first four months of 2026, including a $30 billion stake in OpenAI. This strategy, which also includes significant investments in companies like CoreWeave, IREN, and Corning, aims to ensure compute capacity is built around NVIDIA's GPUs, influencing the entire AI value chain. While bolstering NVIDIA's data-center revenue, the aggressive approach raises questions about "circular financing" and potential regulatory scrutiny.
