US EditionNvidia to Invest US$2 Billion Each in Lumentum, Coherent to Bolster AI Processors
NVIDIA commits $2 billion each to Coherent and Lumentum to boost U.S. manufacturing and R&D for silicon photonics powering gigawatt-scale AI data centers.
- On March 02, 2026, NVIDIA announced it is investing $2 billion in Lumentum and $2 billion in Coherent, including multiyear strategic deals with multibillion purchase commitments and capacity rights.
- To accelerate development of optics for AI, NVIDIA is pushing silicon photonics and optical interconnects to enable energy-efficient AI data centers and expand U.S.-based R&D and manufacturing, including a new fabrication facility.
- Recent financials indicate Lumentum's fiscal Q2 revenue of $665.5 million with margins supporting capacity expansion.
- Market reaction was immediate as shares rose in early trading after Morgan Stanley analyst coverage returned NVIDIA to its top semiconductor pick, securing supply for Blackwell and future platforms ahead of the GPU Technology Conference, March 16 through 19.
- Industry context shows NVIDIA is building gigawatt-scale AI factories with silicon photonics amid intensified competition from AMD's Enosemi deal last year and DARPA's call last month.
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What's Going On With Coherent Stock Tuesday? - Coherent (NYSE:COHR)
Coherent Corp. (NYSE:COHR) stock is pulling back in premarket trading on Tuesday after surging 15.44% to close sharply higher on Monday. Coherent stock rose Monday after the company announced a multiyear strategic agreement with Nvidia Corp. (NASDAQ:NVDA) to advance next-generation optics technologies aimed at scaling AI data center infrastructure. Multibillion-Dollar Commitment Under the nonexclusive agreement, Nvidia has made a multibillion-do…
Nvidia will invest a total of 4 billion dollars (3,421 million euros) in manufacturers...
From OpenAI to Nvidia, firms channel billions into AI infrastructure as demand booms
(Corrects company name to Lumentum from Lumentun in subhead)March 2 : Nvidia will invest $2 billion each in photonic product makers Lumentum and Coherent to support the companies' research and development and manufacturing operations in the United States.Here is a list of multi-billion-dollar AI, clou
Even Nvidia Sees Lumentum as Lighting the Way Forward
Last December, JPMorgan analysts identified Lumentum Holdings (NASDAQ:LITE) as a key beneficiary of the multi-year upcycle in the optics sector, fueled by explosive hyperscaler spending on AI infrastructure and the rapid adoption of 800G+ datacom technologies. Lumentum’s deep expertise in high-speed optical components — such as electro-absorption modulated lasers (EMLs), transceivers, optical circuit switches (OCS), ... Even Nvidia Sees Lumentum
Nvidia’s spending $4 billion on photonics to stay ahead of the curve in AI
Nvidia announced on Monday that it's investing $2 billion each into Lumentum and Coherent, which are both developing photonics technology for data centers, like optical transceivers, circuit switches, and lasers, which are used to move data at high speeds over long distances. Their tech could improve energy efficiency, data transfer speeds, and bandwidth in future AI data centers, after Nvidia already capitalized on its 2020 acquisition of the n…
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