Nvidia Corp. Chief Executive Officer Jensen Huang speaks at the 2026 CES event in Las Vegas, Nevada, USA, Tuesday, January 6, 2026. Siemens and NVIDIA announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflows. Photographer: Bridget Bennett/Bloomberg via Getty Images
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Nvidia is investing a total of $4 billion in two companies developing photonics technology, with the goal of strengthening the research pipeline and supply chain that supports building large-scale AI infrastructure.
The US semiconductor giant announced on Monday that it will invest $2 billion. lumen and the same amount reasonable.
Both companies develop optical technology, systems that generate or transmit light and are used for functions such as sensing and data transfer.
Lumentum is a US-based company that develops optical and photonics technologies that power the networks and infrastructure behind AI, cloud computing, and next-generation communications.
Coherent is also based in the United States and develops photonics technology. Photonics technology refers to the use of light (photons) to create components and systems that enable high-performance optical applications.
“NVIDIA is working with Lumentum to advance the world’s most sophisticated silicon photonics and build the next gigawatt-scale AI factory,” Nvidia founder and CEO Jensen Huang said in a statement.
1-day stock price charts for Nvidia, Lumentum, and Coherent.
The agreement with Lumentum is a multi-year strategic agreement that includes a multi-billion dollar purchase commitment from Nvidia and future capacity rights for advanced laser components.
Nvidia will work with Coherent to develop next-generation silicon photonics for AI infrastructure, Huang said.
The partnership with chip giant Coherent also includes a multibillion-dollar purchase commitment and future access and capacity rights to advanced laser and optical networking products.
