{"version":"1.0","type":"card","id":"c7813d4f-7c3c-4c21-b876-1e30dada1322","url":"https://stacklist.com/card/c7813d4f-7c3c-4c21-b876-1e30dada1322","title":"NVIDIA's $4B Optics Blitz Fuels AI Data Center Boom","source_url":"https://mlq.ai/news/ai-roundup/2026-03-02/nvidias-4b-optics-blitz-fuels-ai-data-center-boom-amid-massive-capex-projections/","note":"NVIDIA announced a $2 billion investment in Lumentum and a separate $2 billion deal with Coherent to scale optics for AI infrastructure. This significant capital expenditure is set to enhance AI data center capabilities amid growing demand from hyperscalers.","image":{"url":"https://ucarecdn.com/f0487693-5406-4199-98a5-c4089881ce70/","alt":"NVIDIA's $4B Optics Blitz Fuels AI Data Center Boom","width":1200,"height":630},"stack":{"id":"ac738c94-abbc-4c8c-85fa-7be66c617b3b","title":"Signals Served #002 — The Infrastructure Tax","url":"https://stacklist.com/c/finance/stack/ac738c94-abbc-4c8c-85fa-7be66c617b3b"},"created_at":"2026-04-04T23:31:04.091Z","updated_at":null,"aco":null,"_links":{"self":"/api/public/card/c7813d4f-7c3c-4c21-b876-1e30dada1322.json","html":"https://stacklist.com/card/c7813d4f-7c3c-4c21-b876-1e30dada1322","md":"/api/public/card/c7813d4f-7c3c-4c21-b876-1e30dada1322.md","stack_json":"/api/public/stack/ac738c94-abbc-4c8c-85fa-7be66c617b3b.json"}}