NVIDIA Acquires Dark Fiber for Over 100 Billion Yuan, Boosting Taiwan Optical Communication Manufacturers
NVIDIA is reportedly spending over 100 billion yuan to acquire dark fiber, causing Taiwan's optical communication manufacturers, including LuxNet, Lumentum, and Advanced Optoelectronic Technology, to surge to their daily trading limits.
So What
NVIDIA is directly investing in and controlling its own networking infrastructure, bypassing traditional providers and tightening demand for optical components.