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Connect scattered updates into a story you can understand.
NVIDIA's co-packaged optics deployment progress was described as faster than expected,Lumentum viewed as a potential beneficiary and rising nearly 6%. The research report raised its expectations for CPO and NPO laser revenue, while Citi simultaneously raised its target price.
PANews, citing Caijing News, reported that NVIDIA’s investment portfolio includes 13 publicly listed companies and 229 privately held companies, and said that its contract with Anthropic is valued at more than 180000000000 USD。
According to business sources, Jensen Huang plans to meet in New York on September 28 with Samsung Electronics' Lee Jae-yong and SK SK Group's Choi Tae-won. The agenda may include cooperation on high-bandwidth memory, foundry services, and advanced packaging.
BlockBeats reported that Musk said Colossus 2 currently has approximately 550000 chips GB200 and GB300 chips; if subsequent deployment proceeds as planned, the total by year-end may reach approximately 1210000 chips.
On-chain lending protocol USD.AI announced a USD 128.9 million GPU financing facility to support an undisclosed borrower in deploying 32 NVIDIA GB200 NVL72 systems in Canada.
Serenity said Lumentum stated during ECOC 2026 that demand for UHP lasers for NVIDIA Spectrum-6 CPO has increased and exceeds supply; Win Semi plans to expand CW laser capacity.
Market sources say that NVIDIA-backed Firmus is seeking $10 billion in financing to develop artificial intelligence chips.