@Lightmatter

Nvidia has committed at least $6.5 billion to photonics companies since March 2026, including investments in Coherent, Lumentum, Marvell, and Ayar Labs, as AI data-center builds expose the physical li…

The AI industry's rapid expansion is hitting a physical bottleneck with copper wiring, as heat and signal degradation limit the performance of large-scale GPU clusters. Lightmatter, a startup backed b…