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Nvidia to invest $2 billion in Lumentum under new optics partnership
What happened
Nvidia announced a multiyear partnership with Lumentum, including a $2 billion investment and a multibillion-dollar purchase commitment, to secure advanced optics capacity for AI data centers. A similar $2 billion deal with Coherent was announced concurrently, underlining Nvidia's strategy to strengthen the US-based optical supply chain. Watch: This long-term capacity investment aims to mitigate future supply constraints for critical AI infrastructure components, but direct, immediate price impact is not specified.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
capacity-investmentsupply-chain-securingai-infrastructure
Source and time
Source: Evertiq · 3/4/2026 · View original source
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