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technology3h ago
Lumentum and Coherent get $2 billion as Nvidia expands AI
- Nvidia commits $4 billion to photonics firms Lumentum and Coherent to scale AI data centers.
- The funds will expand U.S.-based manufacturing and advance optical technologies for next-gen data center chips.
- Optical interconnects are highlighted as key for high-bandwidth, energy-efficient AI networks.
- "AI has reinvented computing and is driving the largest computing infrastructure buildout in history," said Jensen Huang.
- Nvidia aims to secure access to advanced optical tech for its next-generation data center chips.
- Coherent will receive $2 billion to support U.S. manufacturing expansion and R&D.
- Lumentum’s role includes boosting capacity and accelerating optics innovation for AI data centers.
- The deals underscore Nvidia’s broader push into AI data center infrastructure.
- The announcements followed Nvidia’s broader reporting on Vera Rubin chips and AI processing.
- The strategic move signals a shift toward optical tech to power AI networks and data centers.
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