【GPUの次は光】NVIDIAが「光」に1兆円｜NVIDIAが囲うLumentum・Coherent・Broadcom・Marvell・日本勢の注目企業。「都市や国や大陸をまたいで、AI工場を作る」

👇 Free Email Newsletter "Weekly AI News" | 10 Registration Bonuses ▼Register in 30 seconds (Receive 10 bonuses immediately) https://ai-jin-marketing.com/newslett... Registration Bonuses (10 bonuses total, free) ・Weekly AI News (1 per week) ・Claude Usage Course, Part 1 ・AI Information Gathering Course, Part 1 ・Exclusive Video Library (6 videos) ・Unlimited access to past newsletter archives Thank you for watching the video! The AI ​​boom is spreading from "computing (GPU)" to its "outside." No matter how fast a GPU is, performance won't be achieved unless the data can be "connected." Copper wires, which have been commonplace for many years, are reaching their limits, and the world is beginning to shift to "light (fiber)." The key this time is not a company that "makes" GPUs, but a company that "connects" GPUs with light, expanding the scale of AI. NVIDIA CEO Jensen Huang has declared that "light is the only way to connect distant places," and the company has invested a total of $6.5 billion (approximately 1 trillion yen) in four major optical companies. This video delves deep into the cutting edge of optical technology, covering Broadcom, Marvell, Lumentum, Fabricet, and Japanese companies (Sumitomo Electric, Fujikura, Furukawa). Please watch until the end! 👇 Latest information delivered via email newsletter (with bonuses) https://ai-jin-marketing.com/newsletter/ 👇 We also share technology information on X! https://x.com/web700marketing 👇 Table of Contents 00:00 Opening: The "Complete Map" of Optical Technology in 2026 01:04 Main Content Starts: Why is the World Focusing on "Light" Now? 02:09 Connecting DC Across Cities, Countries, and Continents / Directly Integrating Silicon Photonics into Switches 03:14 Copper Has Limitations in Distance, Power, and Heat = Copper for Short Distances, Light for Long Distances 04:17 The next bottleneck in AI is optics—NVIDIA pays a total of 1 trillion yen to four optics companies [Chapter 1: What is NVIDIA doing with "optics"? (CPO)] 05:23 NVIDIA's goal: "CPO" (3.5 times power efficiency) that melts light into the chip 06:26 Laser yield of 15-50% / NVIDIA secures production slots with money (CNBC report) 07:29 $2 billion each to Lumentum and Coherent / The leading contender for "connectivity" emerges [Chapter 2: The king of "organizing" light / Broadcom] 08:34 80% global market share in the mid-rack layer / 40% of AI sales are "connectivity (networking)" 09:39 CPO, 1.6T DSP, CW / "The de facto industry standard" with EML lasers [Chapter 3: Penetrating the optics market through acquisitions / Marvell] 10:44 The next big contender after Broadcom (NVIDIA invests $2 billion) 11:44 Acquisition of Inphi (approx. 1.6 trillion yen), Celestial AI, and Polariton to strengthen optics 12:46 Financial Results: Revenue $2.418 billion (+28%) / Interconnect business +70% [Chapter 4: The critical issue of "laser shortage" / Lumentum x Fabricnet] 13:48 Lumentum = "making" light sources / Fabricnet = "assembling" them - division of roles 14:54 Fabricnet: "We have enough capability, what we lack is the materials (lasers)" / Datacom ratio drops to 29% [Chapter 5: The foundation "glass" is Japanese / Corning - the big three electric wire manufacturers] 15:58 Corning CEO: "The Japanese are truly strong" / Sumitomo Electric Industries: Top 3 EML with 55% global market share 17:03 Jensen visits Japan; 16 Japanese companies visit a pub in Kanda / Fujikura triples optical fiber production; Furukawa also strengthens its optical fiber operations 18:06 Ending: Financial results report available to newsletter members (to be continued)