Nvidia announced multiyear strategic agreements with Lumentum and Coherent to accelerate U.S. innovation and production in advanced optics technologies.
The nonexclusive agreement includes Nvidia multibillion-dollar purchase commitments and future access and capacity rights for advanced laser and optical networking products. In addition, Nvidia is investing $2 billion in both companies to support research and development, future capacity and operations as the companies build out their U.S.-based manufacturing capabilities.
Nvidia said that optical interconnects and advanced package integration are important to the next phase of AI infrastructure, as they unlock ultrahigh-bandwidth, energy-efficient connectivity across AI factories.
“Computing has fundamentally changed. In the age of AI, software runs on intelligence with tokens generated in real time by AI factories for every interaction and every context,” said Jensen Huang, founder and CEO of Nvidia. “With Coherent, Nvidia is pioneering next-generation silicon photonics to enable AI infrastructure at unprecedented scale, speed and energy efficiency.”
