NVIDIA and partners to expand capacity for AI infrastructure
NVIDIA announced plans with six supply-chain partners to expand manufacturing for AI infrastructure. Substrate capacity is set to rise 2.5x over three years, while SPIL’s optical-engine capacity is targeted to increase 15x by mid-2027.
- NVIDIA is working with six partners to expand manufacturing for AI infrastructure.
- Substrate capacity is targeted to rise 2.5x over three years.