NVIDIA invests $2 billion in Lumentum

NVIDIA invested $2 billion in Lumentum and entered multiyear strategic agreements that included a multibillion purchase commitment and future capacity access rights, actions the companies said supported Research and Development (R&D) and the buildout of U.S.-based manufacturing to enable next-generation Artificial Intelligence (AI) infrastructure.

The release described optical interconnect technology and package integration as critical for continued scaling of AI factories and for improving the energy efficiency and resiliency of large-scale AI networks, framing the agreements as operational steps tied to those needs.

The nonexclusive agreement included an NVIDIA multibillion purchase commitment and future capacity access rights for advanced laser components, and NVIDIAinvested $2 billion in Lumentum to support R&D, future capacity and operations as Lumentum built out a U.S. Chip Fabrication Plant (Fab).

The companies said the collaboration drew on the strengths of NVIDIAin AI, accelerated computing and networking, and Lumentumin optics and advanced manufacturing, and described plans for Lumentum to scale manufacturing capacity and R&D to meet the needs of future AI data centers.

“AI has reinvented computing and is driving the largest computing infrastructure buildout in history,” said Jensen Huang, founder and CEO of NVIDIA. “This multiyear strategic agreement reflects our shared commitment to advancing the optics technologies that will power the next generation of AI infrastructure,” said Michael Hurlston, CEO of Lumentum.

The press release contained forward-looking statements regarding the multiyear strategic agreement with NVIDIA, R&D to enable next-generation AI infrastructure and systems designs, future capacity for advanced laser components, and the planned expansion of manufacturing capabilities through a fabrication facility.