Nvidia to invest $4 billion in two photonics companies
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 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 workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images
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Nvidia has announced it is investing a combined $4 billion in two companies developing photonics technologies.
The U.S. chip giant announced on Monday it’s investing $2 billion in Lumentum and the same amount in Coherent.
Lumentum is a U.S.-based company that is developing optical and photonic technologies to power the networks and infrastructure behind AI, cloud computing and next-generation communications.
Coherent, also based in the U.S., develops photonics technology, which refers to harnessing light (photons) to create components and systems that enable high-performance optical applications.
“Together with Lumentum, NVIDIA is advancing the world’s most sophisticated silicon photonics to build the next generation of gigawatt-scale AI factories,” said Jensen Huang, founder and CEO of Nvidia, said in a statement.
He added that Nvidia will work with Coherent on developing next-generation silicon photonics for AI infrastructure.
One-day stock chart for Nvidia, Lumentum and Coherent.
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