NVIDIA
Articles (3)
Emergingnews
NVIDIA's $4 billion photonics bet tells you where copper dies
Investments in Coherent and Lumentum, OFC 2026 timing, and the conspicuous absence of NVLink CPO. NVIDIA knows optical interconnects are the next bottleneck, and it's moving to own the solution.
NVIDIAOptical Interconnects
SCN Staff·
AInews
Physical AI Is NVIDIA's Quiet Second Act at GTC 2026
Two dedicated "Physical AI Days," Isaac GR00T N1.6, and a robotics stack that mirrors the CUDA playbook. NVIDIA is building the operating system for the physical world - and most of the GTC coverage is ignoring it.
NVIDIARobotics
SCN Staff·
AIanalysis
NVIDIA's Vera Rubin Is a Capex Grenade - and Every Hyperscaler's 2027 Budget Knows It
The Blackwell-to-Rubin transition is a forcing function for the entire data center industry.
NVIDIAAI Infrastructure Economics
SCN Staff·