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Nvidia to invest $2 billion in Coherent
What happened
Nvidia entered a multiyear agreement with Coherent, including a $2B investment and multibillion-dollar purchase commitment for optical networking and laser products. The partnership aims to scale R&D and US manufacturing for silicon photonics critical to next-gen AI data centers. Watch: Signals Nvidia's long-term demand for advanced optical components, potentially tightening supply for competitors.
Impact and signal
Medium impactImpact score: 48/100
Affected components and suppliers
NvidiaCoherent
investmentcapacity-expansionai-infrastructure
Source and time
Source: Evertiq · 3/3/2026 · View original source
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