NVIDIA invests $2B in Lumentum and commits to multibillion-dollar laser purchases

Lumentum/UHP lasers for co-packaged optics

NVIDIA signed multiyear, nonexclusive agreements with Lumentum that pair a $2B investment with a multibillion-dollar laser purchase commitment and rights to future capacity. The money backs R&D and a new US fab, targeting the shortage of optical parts for AI data centers.

• $2B investment from NVIDIA for R&D, capacity and operations.
• Multibillion-dollar purchase commitment plus future capacity access for advanced lasers; the deal is nonexclusive.
• Funds go partly to a new US-based fab.