Texas Instruments and Nvidia team up on sensor fusion for humanoid robots—3D perception, safety and faster prototyping ahead ...
Nvidia invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build competitive moats as AI clusters hit power limits.
Nvidia’s $4B photonics push highlights InP capacity bottlenecks. Click for an updated look at Aeluma, Inc. and other companies besides ALMU that may benefit.