Jensen Huang isn't just buying AI chips anymore. He's helping shape the entire AI supply chain.
Reports say Nvidia CEO Jensen Huang backed the nearly $103 BILLION merger between Micron and Lumentum before the deal was finalized.
Executives from both companies reportedly called Huang to seek his input, with Lumentum's CEO describing Nvidia's reaction as very positive.
Why does this matter?
Nvidia invested $2B in Micron and another $2B in Lumentum earlier this year.
The merger could expand the range of products supplied to Nvidia.
It signals deeper integration across critical AI infrastructure suppliers.
Nvidia is playing chess while everyone else is still shopping for GPUs.
Who actually captures the biggest value from the AI boom: chipmakers, infrastructure providers, or the companies building AI applications?
Reports say Nvidia CEO Jensen Huang backed the nearly $103 BILLION merger between Micron and Lumentum before the deal was finalized.
Executives from both companies reportedly called Huang to seek his input, with Lumentum's CEO describing Nvidia's reaction as very positive.
Why does this matter?
Nvidia invested $2B in Micron and another $2B in Lumentum earlier this year.
The merger could expand the range of products supplied to Nvidia.
It signals deeper integration across critical AI infrastructure suppliers.
Nvidia is playing chess while everyone else is still shopping for GPUs.
Who actually captures the biggest value from the AI boom: chipmakers, infrastructure providers, or the companies building AI applications?
