Nvidia announced on Monday that it's investing $2 billion each into Lumentum and Coherent, which are both developing photonics technology for data centers, like optical transceivers, circuit switches, and lasers, which are used to move data at high speeds over long distances. Their tech could improve energy efficiency, data transfer speeds, and bandwidth in future AI data centers, after Nvidia already capitalized on its 2020 acquisition of the network hardware company Mellanox to beef up NVLink and increase the amount of data moving between its GPUs.
The trend is real: corporate contributions have doubled as a share of commits since 2005. But this reflects growth in total kernel development, not displacement of volunteers. Independent contributor counts have remained relatively stable.
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