NVIDIA signed two multi-year strategic agreements with Lumentum Holdings and Coherent on March 2, 2026. These partnerships aim to advance optics technologies for next-generation AI systems.
NVIDIA is investing $2 billion into each company as part of the agreements. The $4 billion total commitment supports research, development, and expanded manufacturing capacity.
These deals secure NVIDIA's future access to advanced laser and optical interconnect components. The investment addresses the massive data loads required by increasingly powerful AI models. NVIDIA intends to stabilize its supply chain for high-speed optical components essential to AI data center infrastructure.