NVIDIA has announced it will invest $2 billion each in photonic product companies Lumentum and Coherent to support their research, development, and manufacturing activities in the U.S.
Jensen Huang, founder and CEO of NVIDIA, told investors, “AI has reinvented computing and is driving the largest computing infrastructure buildout in history. Together with Lumentum, NVIDIA is advancing the world’s most sophisticated silicon photonics to build the next generation of gigawatt-scale 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. With Coherent, NVIDIA is pioneering next-generation silicon photonics to enable AI infrastructure at unprecedented scale, speed and energy efficiency.”
Michael Hurlston, CEO of Lumentum, stated, “This multiyear strategic agreement reflects our shared commitment to advancing the optics technologies that will power the next generation of AI infrastructure. In support of this collaboration, we are also investing in a new fabrication facility to increase capacity and accelerate innovation. We’re excited to work together to expand what’s possible for the AI optical architectures of tomorrow.”
Jim Anderson, CEO of Coherent, commented, “This strategic relationship underscores Coherent’s role as a key enabler of next-generation AI data center infrastructure. We are proud to expand our 20-year relationship with NVIDIA by increasing their access to include multiple product families to help them build the AI data centers of the future.”
Lumentum and Coherent shares increased by over 7% in premarket trading following the announcement.
By CEO NA Editorial Staff
