NVIDIA and Coherent announced a March 2, 2026 multiyear strategic agreement focused on advanced optics for AI data centers. The deal includes a $2 billion NVIDIA investment in Coherent plus a multibillion purchase commitment.
NVIDIA announced a multiyear strategic agreement with Lumentum focused on advanced optics for next-generation AI infrastructure. The nonexclusive deal includes a multibillion purchase commitment and capacity access rights for laser components. NVIDIA also said it will invest $2 billion in Lumentum for R&D, future capacity, and U.S.-based manufacturing expansion.