NVIDIA (NASDAQ: NVDA) has invested billions in photonic companies so far this year, pointing to the next generation of AI. Investment topped $6.5 billion as of early June, and the size and scope of individual investments should be an eye-opener for investors.
The company is working hard to bypass the bottlenecks presented by traditional copper wiring, so it can unleash even more AI power, and that drive to stay ahead is exactly why NVIDIA remains the number one play for investors. As the leading supplier of AI hardware and services, NVIDIA's dominance isn't tied to any single technology. Photonics or not, it leads.
