Any one of these signals on its own would be suspicious. Together, they paint a pretty clear picture.
Nvidia announced on Monday that it's investing $2 billion each into Lumentum and Coherent, which are both developing photonics technology for data centers, like optical transceivers, circuit switches, and lasers, which are used to move data at high speeds over long distances. Their tech could improve energy efficiency, data transfer speeds, and bandwidth in future AI data centers, after Nvidia already capitalized on its 2020 acquisition of the network hardware company Mellanox to beef up NVLink and increase the amount of data moving between its GPUs.
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“我们在物理AI领域的探索，正推动小鹏的业务结构发生质变。”在何小鹏看来，在人员规模和经营成本稳步增长的背景下，小鹏汽车正在成长为面向全球的具身智能公司，技术领先与商业回报不再是二选一，而是互为支撑。“前方的路，比我们预想的更宽、更远。”
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