Nvidia to invest $4 billion into photonics companies Coherent and Lumentum Nvidia is investing a total of $4 billion in photonics technology companies Lumentum and Coherent. These investments aim to strengthen research pipelines and supply chains for AI infrastructure development. The strategic agreements include multi-billion dollar purchase commitments and future capacity rights for advanced laser and optical networking products.

• 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.