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Nvidia commits $4B to optical interconnects

development2026-03-03

Claim

Nvidia committed $4 billion to Lumentum and Coherent for next-generation optical interconnects while ASML pushed beyond EUV into packaging and third generation optics, and Qualcomm unveiled the first Wi-Fi 8 chip and a wearable NPU running 2-billion-parameter models on the wrist.

Reported metric: $4B

Reporting date: 2026-03-03 (not necessarily the event date)

Sources

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Welcome to March 3, 2026 (theinnermostloop.substack.com)

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Welcome to March 3, 2026

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Supersedes

The first 2-nm phone chip arrives with 6G commitments

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Nvidia commits $4B to optical interconnects
Innermost Loop KB — secondary record
Reporting date: 2026-03-03
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-03-03-nvidia-4b-into-optics
Claim: Nvidia committed $4 billion to Lumentum and Coherent for next-generation optical interconnects while ASML pushed beyond EUV into packaging and third generation optics, and Qualcomm unveiled the first Wi-Fi 8 chip and a wearable NPU running 2-billion-parameter models on the wrist.
Attributed sources:
- Welcome to March 3, 2026 — https://theinnermostloop.substack.com/p/welcome-to-march-3-2026
This citation does not imply independent verification of linked-source claims.

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