Nvidia to invest $4bn in Lumentum, Coherent
By Michele Maatouk
Date: Monday 02 Mar 2026
(Sharecast News) - US tech giant Nvidia said on Monday that it will invest $4bn in Lumentum and Coherent, split equally between the two companies, which develop photonics technologies.
Nvidia announced multi-year strategic agreements with Lumentum to accelerate innovation in advanced optics technologies, including research and development, to enable next-generation AI infrastructure and systems designs.
The non-exclusive agreement includes an Nvidia multibillion purchase commitment and future capacity access rights for advanced laser components. In addition, Nvidia is investing $2bn in Lumentum to support R&D, future capacity and operations as the company builds out its US-based manufacturing capabilities in a new fab.
Founder and chief executive Jensen Huang said: "AI has reinvented computing and is driving the largest computing infrastructure buildout in history. Together with Lumentum, Nvidia is advancing the world's most sophisticated silicon photonics to build the next generation of gigawatt-scale AI factories."
Nvidia also announced a multi-year strategic agreement with Coherent to advance the frontier of advanced optics technologies, including manufacturing capacity and R&D.
The non-exclusive agreement includes an Nvidia multibillion-dollar purchase commitment and future access and capacity rights for advanced laser and optical networking products. In addition, Nvidia will also invest $2bn in Coherent to support R&D and future capacity.
Huang said: "Computing has fundamentally changed. In the age of AI, software runs on intelligence with tokens generated in real time by AI factories for every interaction and every context.
"With Coherent, Nvidia is pioneering next-generation silicon photonics to enable AI infrastructure at unprecedented scale, speed and energy efficiency."
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