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for: Monday, March 02, 2026



Nvidia invests $2B in Lumentum lasers for next-gen AI factories

Vignesh R / techfundingnews - NVIDIA has announced a long-term strategic partnership with Lumentum Holdings to develop advanced optics technology for next-generation AI…

#ai #semiconductors #chips #nvidia #gpu #datacenter #deeptech #supplychain #us #manufacturing

NVIDIA, AMD back Ayar Labs’ $500M raise for optical tech crushing AI copper bottlenecks

3 days / techfundingnews / Vignesh R

Nvidia invests $2bn each in Lumentum and Coherent for AI optics R&D

3 days / techmonitor / Swagath Bandhakavi

Ayar Labs Raises $500M in Series E Funding

3 days / finsmes / FinSMEs

Nvidia invests $2B in Lumentum lasers for next-gen AI factories

4 days / techfundingnews / Vignesh R

Nvidia burns $4B to light up American photonics manufacturing

4 days / theregister / Tobias Mann

Nvidia invests $4B in co-packaged optics suppliers Lumentum, Coherent

4 days / siliconangle / Maria Deutscher

Back to Top / Monday, March 2, 2026, 7:21 pm / permalink 20033 / 6 stories in 4 days


Report: Apple Asks Google to Run Siri on Its Servers

Hartley Charlton / macrumors - Apple has asked Google to investigate setting up servers in its data centers to run a future version of Siri powered by Gemini, The Information reports.Currently, Apple sends its more complex AI queries to Private Cloud Compute, a system that runs on Appl…

#ai #cloud #voice #apple #google #genai #datacenter #alphabet #assistant #gemini

Apple might use Google servers to store data for its upgraded AI Siri

4 days / theverge / Jay Peters

Apple May Pay Google $1 Billion to Host Siri

4 days / iphoneincanada / Usman Qureshi

Apple’s Baltra ASIC Can’t Come Soon Enough As The Vast Majority Of Its Current AI Servers Are Reportedly Rotting On The Shelves

4 days / wccftech / Rohail Saleem

Report: Apple Asks Google to Run Siri on Its Servers

4 days / macrumors / Hartley Charlton

Google may not just power Apple’s Siri — it could host it, too

4 days / sherwood / Rani Molla

Apple either over- or under-invested in server hardware, depending on how you read this report

4 days / appleinsider

Back to Top / Monday, March 2, 2026, 11:22 am / permalink 19998 / 6 stories in 4 days


Nvidia to invest $4 billion in two photonics companies

cnbc - Coherent and Lumentum will both receive $2 billion each from the chip giant as part of the strategic investment.

#ai #hardware #semiconductors #networking #nvidia #stockmarket #business #datacenter #supplychain #technology

Nvidia’s spending $4 billion on photonics to stay ahead of the curve in AI

4 days / theverge / Stevie Bonifield

Nvidia’s $2 Billion Bet Sends Lumentum (LITE) Shares Soaring

4 days / parameter / Trader Edge

Nvidia gains after being named Morgan Stanley’s top pick in semis, striking two optical communications partnerships

4 days / sherwood / Luke Kawa

Nvidia Commits $4 Billion to Photonics Leaders Lumentum and Coherent for AI Infrastructure

4 days / parameter / Trader Edge

Nvidia to invest $4 billion in two photonics companies

4 days / cnbc

Lumentum and Coherent surge after Nvidia invests $2 billion apiece to develop advanced optics technologies

4 days / sherwood / Luke Kawa

Nvidia to Invest $2 Billion in Both Lumentum and Coherent

4 days / wsj / Nicholas G. Miller

Back to Top / Monday, March 2, 2026, 8:21 am / permalink 19987 / 7 stories in 4 days


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More Top Stories...

Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


OpenAI launches Codex Security agent to automatically detect software vulnerabilities

OpenAI rolled out Codex Security, an AI agent that scans codebases to find complex vulnerabilities, suggests actionable fixes, and uses sandbox testing to limit false positives. The tool has already flagged issues in major projects and aims to compete with traditional application security tooling by automating deep, contextual code review. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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