Call Notes: Quarterly Semiconductor Update (March 2026)
Every quarter I participate in a call for buy-side investment analysts focused on the broader datacenter/hyperscaler semiconductor ecosystem. Here, I’m sharing the raw notes I used to drive that call.
NVIDIA Strategic Investments in Optical Interconnects
NVIDIA has committed over $4 billion in direct strategic investments across two optical interconnect companies, Lumentum and Coherent, supplemented by multibillion-dollar purchase agreements and equity participation in the optical startup Ayar Labs