去年三月，英伟达向Lumentum（股票代码：LTE）和Coherent（股票代码：COHR）各投资了20亿美元。这两家公司制造激光器和收发器。英伟达已与这两家公司签订了重大的采购承诺。
Last March, Nvidia invested $2 billion in both Lumentum (ticker: LTE) and Coherent (ticker: COHR). They are two companies that manufacture lasers and transmitters/receivers. Nvidia has entered into significant purchase commitments with both of them.
尽管行业向集成光学转变令华尔街担忧，但人工智能基础设施的发展目前增加光学端口的速度远快于将激光器集成到集成光学中的速度。因此，我相信激光器的销售在未来几年将保持强劲。事实上，Lumentum去年的收入增长了一倍多。
While the industry's shift toward integrated optics is worrying Wall Street, the development of AI infrastructure is currently adding optical ports at a much faster pace than the integration of lasers into integrated optics. Therefore, I believe laser sales will remain strong for years to come. In fact, Lumintum's revenues more than doubled last year.