tech
March 2, 2026
Nvidia to invest $4 billion into photonics companies Coherent and Lumentum
Coherent and Lumentum will both receive $2 billion each from the chip giant as part of the strategic investment.
TL;DR
- Nvidia is investing $2 billion in Lumentum and $2 billion in Coherent.
- Both companies develop photonics technologies, which harness light for sensing and data transfer.
- The investments support Nvidia's major AI infrastructure buildout.
- Agreements include purchase commitments and future capacity rights for advanced components.
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