NVIDIA has made its most aggressive move yet to secure the future of AI data center connectivity, committing a combined $4 billion in strategic investments to silicon photonics leaders Lumentum Holdings and Coherent Corp. Announced in early March 2026, the twin deals — each worth. Nvidia's $4 billion investment in optical component suppliers Lumentum and Coherent marks the AI hardware linchpin's commitment to optical networking at a time when AI scaling shifts from compute limitations to interconnect bandwidth constraints inside massive GPU clusters. Public funds' holdings in the communication sector topped 13. 1 percent as of March 31. Global Optical Modules Market Size By Product Type (Transceivers, Transponders), By Technology Type (Single-Mode Fiber (SMF), Multi-Mode Fiber (MMF)), By Application (Telecommunications, Data Centers), By Data Rate (10 Gbps, 25 Gbps), By Form Factor (SFP (Small Form-Factor Pluggable), SFP+. Active Optical Module Market was valued at 5916 million in 2024 and is projected to reach US$ 15140 million by 2032, at a CAGR of 14. 7% during the forecast period MARKET INSIGHTS The global Active Optical Module Market was valued at 5916 million in 2024 and is projected to reach US$ 15140 million. Optical Module and DCI by Application (Communication Service Provider, Internet Content and Carrier Neutral Provider, Government/Research and Education, Other), by Types (Optical Transport Network, Data Center Core Network, WAN), by North America (United States, Canada, Mexico), by South America.