{"id":890424,"date":"2026-03-04T06:28:52","date_gmt":"2026-03-04T06:28:52","guid":{"rendered":"https:\/\/www.electronicsweekly.com\/?p=890424"},"modified":"2026-03-06T15:37:52","modified_gmt":"2026-03-06T15:37:52","slug":"nvidia-invests-in-lumentum","status":"publish","type":"post","link":"https:\/\/www.electronicsweekly.com\/news\/business\/nvidia-invests-in-lumentum-2026-03\/","title":{"rendered":"Nvidia invests $4bn in Lumentum and Coherent for optical interconnect"},"content":{"rendered":"<p>Nvidia is investing $2bn each in Lumentum and Coherent to accelerate innovation in advanced optics technologies to enable AI infrastructure and systems designs.<\/p><div class=\"elect-content\" style=\"margin-left: auto; margin-right: auto; text-align: center; \" id=\"elect-1645360785\"><div id=\"x02\">\r\n<script type=\"text\/javascript\"> if ($(window).width() <= 768) { googletag.display('x02'); } <\/script>\r\n<\/div>\r\n<\/div>\n<p>In both cases the deals also include multi-billion dollar purchase commitments.<\/p><div class=\"elect-test\" style=\"margin-left: auto; margin-right: auto; text-align: center; \" id=\"elect-1499884920\"><div id=\"DFP-EW-InRead1\">\r\n<script type=\"text\/javascript\"> if ($(window).width() > 768) { googletag.display('DFP-EW-InRead1'); } <\/script>\r\n<\/div>\r\n<BR>\r\n<\/div>\n<p>\u201cTogether with Lumentum, Nvidia is advancing the world\u2019s most sophisticated silicon photonics to build the next generation of gigawatt-scale AI factories,\u201d said Nvidia CEO Jensen Huang.<\/p><div class=\"elect-post-content-2\" style=\"margin-left: auto; margin-right: auto; text-align: center; \" id=\"elect-1186885062\"><div id=\"DFP-EW-InRead1-Mobile\">\r\n<script type=\"text\/javascript\"> if ($(window).width() <= 768) { googletag.display('DFP-EW-InRead1-Mobile'); } <\/script>\r\n<\/div>\r\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-771001\" src=\"https:\/\/static.electronicsweekly.com\/wp-content\/uploads\/2021\/04\/23114125\/MIT-Moir%C3%A9-superlattices-optical-modulator-512.jpg\" alt=\"SMART MITMoire superlattices optical modulator\" width=\"512\" height=\"504\" srcset=\"https:\/\/static.electronicsweekly.com\/wp-content\/uploads\/2021\/04\/23114125\/MIT-Moir%C3%A9-superlattices-optical-modulator-512.jpg 512w, https:\/\/static.electronicsweekly.com\/wp-content\/uploads\/2021\/04\/23114125\/MIT-Moir%C3%A9-superlattices-optical-modulator-512-300x295.jpg 300w, https:\/\/static.electronicsweekly.com\/wp-content\/uploads\/2021\/04\/23114125\/MIT-Moir%C3%A9-superlattices-optical-modulator-512-70x70.jpg 70w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<div class=\"article\">\n<div class=\"article-body\">\n<p>Nvidia is investing in Coherent to support R&amp;D, future capacity and operations as Coherent builds out its US-based manufacturing capabilities.<\/p>\n<p>Optical interconnects and advanced package integration are seen as foundational to the next phase of AI infrastructure.<\/p>\n<p>\u201cComputing 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,\u201d said\u00a0 Huang. \u201cWith Coherent, Nvidia is pioneering next-generation silicon photonics to enable AI infrastructure at unprecedented scale, speed and energy efficiency.\u201d<\/p>\n<p>The deals position Nvidia to control the full AI computing stack from chips to the optical networking layer.<\/p>\n<p><a rel=\"image\" href=\"https:\/\/www.electronicsweekly.com\/tag\/nvidia\/\" target=\"_blank\" rel=\"noopener\">Read all our Nvidia content<\/a>.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia is investing $2bn each in Lumentum and Coherent to accelerate innovation in advanced optics technologies to enable AI infrastructure and systems designs. In both cases the deals also include &#8230;<\/p>\n","protected":false},"author":3,"featured_media":771001,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17258,16039],"tags":[16811,14722,12884],"class_list":["post-890424","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai","category-business","tag-ai","tag-connector","tag-nvidia"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.7 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Nvidia invests $4bn in Lumentum and Coherent for optical interconnect | Electronics Weekly<\/title>\n<meta name=\"description\" content=\"Nvidia is investing $2bn each in Lumentum and Coherent to accelerate innovation in advanced optics technologies to enable AI infrastructure and systems\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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Manners\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.electronicsweekly.com\/news\/business\/nvidia-invests-in-lumentum-2026-03\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.electronicsweekly.com\/news\/business\/nvidia-invests-in-lumentum-2026-03\/\"},\"author\":{\"name\":\"David Manners\",\"@id\":\"https:\/\/www.electronicsweekly.com\/#\/schema\/person\/2a780b9be8bba42fec1819c53ddcfefc\"},\"headline\":\"Nvidia invests $4bn in Lumentum and Coherent for optical 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