Nvidia commits $2 billion each to Lumentum and Coherent

• Nvidia invests $4 billion in photonics to scale next-generation AI infrastructure
• Optical interconnects provide ultrafast, energy-efficient connections across AI data center networks
• Jensen Huang says AI computing is a revolution driven by real-time token processing

Nvidia has announced a combined $4 billion investment in photonics companies Lumentum and Coherent, signaling a major step in scaling AI-focused computing infrastructure.

The funds, split equally between the two firms, are intended to enhance research and development, expand U.S.-based manufacturing capacity, and secure future access to advanced optical technologies for Nvidia’s next-generation data center chips.

Following the announcement, shares in Lumentum rose 5%, while Coherent climbed 9%, reflecting investor confidence in the potential impact of these deals.

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