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Nvidia paid Lumentum $2 billion for lasers, because silicon cannot make light
SUMMARY
- Lumentum makes the tiny lasers that turn data into light, so AI chips can talk to each other across a data centre.
- Those lasers have to be grown on a fragile crystal that only a few factories in the world can work at volume, and demand is running well ahead of supply.
- That is why Nvidia, a chip company, paid $2 billion to make sure Lumentum builds more of them.
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- Nvidia paid Lumentum $2 billion for lasers, because silicon cannot make light05 Oct 2026
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