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Reports indicate that NVIDIA has invested at least $6.5 billion since March in companies developing photonics technology, which relies on using light to transmit data instead of electrical wires. The goal is to address challenges hindering the expansion of artificial intelligence, such as high energy consumption and costs. The company is working on integrating this technology into its infrastructure, particularly in interconnecting processing units and memory, with expectations that demand will increase starting in 2028. These investments have led to a rise in the shares of companies operating in this field, although widespread expansion still faces complex manufacturing challenges.
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