# Nvidia’s $4 Billion Bet: Why Photonics is the Next Big Thing

Page: https://stenobird.com/podcast/nanalyze-6316207/nvidia-s-4-billion-bet-why-photonics-is-the-next-big-thing
Text version: https://stenobird.com/podcast/nanalyze-6316207/nvidia-s-4-billion-bet-why-photonics-is-the-next-big-thing.md
Podcast: [Nanalyze](https://stenobird.com/podcast/nanalyze-6316207)
Published: 2026-03-16T15:06:01+00:00
Episode link: https://podcasters.spotify.com/pod/show/nanalyze/episodes/Nvidias-4-Billion-Bet-Why-Photonics-is-the-Next-Big-Thing-e3gh9lk
Audio file: https://anchor.fm/s/da142640/podcast/play/117007476/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-16%2F420128425-44100-2-836ed2d45bdff.m4a
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JSON: https://stenobird.com/v1/public/podcasts/nanalyze-6316207/episodes/nvidia-s-4-billion-bet-why-photonics-is-the-next-big-thing
Duration seconds: 673

## Resource

Optical transceivers have become the latest data center hardware niche to see explosive growth. Companies like Coherent $COHR, Lumentum $LITE, and Applied Optoelectronics $AAOI have rallied significantly due to surging demand. Does this mean it's time to invest in photonics stocks? How much growth is left in this hot tech theme? Let's find out. Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/ . This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/o7WgzutFnVA.

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## Transcript

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