Report: Nvidia Qualifies 300mW Lasers, Buys Bulk of Supply

zephyr_z9 · x · 2026-08-10

According to a cited source, Nvidia has qualified 300mW lasers and purchased the majority of the available supply.

However, commenters noted that this volume is tiny compared to Lumentum's production capacity in Greensboro. This suggests Nvidia may be making targeted supply chain moves for specific hardware or optical interconnect technologies.

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