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NVIDIA investing $2bn in Coherent’s R&D, capacity expansion and operations as it builds out US-based manufacturing
What happened
NVIDIA announced a multi-year strategic agreement to invest $2bn in Coherent Corp's R&D and manufacturing capacity for advanced optics. This move aims to secure supply for next-generation AI infrastructure components. Watch: This signals NVIDIA's long-term demand for specialized optical components, potentially tightening supply for other buyers.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Optical ComponentsAI Infrastructure
NVIDIACoherent Corp
capacity-expansionR&Dstrategic-agreement
Source and time
Source: Semiconductor Today · 3/10/2026 · View original source
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