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11%
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3.5%
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In March 2026, Nvidia invested
- $2 billion in $LITE
- $2 billion in $COHR
- $2 billion in $MRVL
The common factor among all these partnerships is that they revolve around light-based data transfer technologies.
Data centers have reached the limits of electricity used to transfer data between chips, and the solution is light instead of copper wires.
A small sector still in its early stages... The global silicon photonics market was approximately $3 billion in 2025, and is expected to jump to between $22 billion and $28.7 billion by 2034 (. The compound annual growth rate ranges from 23% to #IsraelStrikesIranBTCPlunges 29%)
$NVDA $LAC $MRVL