NVIDIA to invest $4b in Lumentum and Coherent
NVIDIA has announced multiyear strategic agreements with two US photonics companies; Lumentum and Coherent. It will invest $2b in each company.
The aim is to accelerate innovation in advanced optics technologies, including research and development, to enable next-generation AI infrastructure and systems designs.
The nonexclusive agreement wth Lumentum includes an NVIDIA multibillion purchase commitment and future capacity access rights for advanced laser components. In addition, NVIDIA is investing $2b in Lumentum to support R&D, future capacity and operations as the company builds out its US-based manufacturing capabilities in a new fab.
The nonexclusive agreement with Coherent includes an NVIDIA multibillion-dollar purchase commitment and future access and capacity rights for advanced laser and optical networking products. NVIDIA is investing $2 billion in Coherent to support research and development, future capacity and operations as Coherent builds out its US.-based manufacturing capabilities.
Optical interconnect technology and package integration are critical for the continued scaling of AI factories, improving the energy efficiency and resiliency of large-scale AI networks. These expanded collaborationa will draw on the strengths of NVIDIA’s expertise in AI, accelerated computing and networking, with Lumentum's and Coherent's expertise in optics and manufacturing.
“AI has reinvented computing and is driving the largest computing infrastructure buildout in history,” said Jensen Huang, founder and CEO of NVIDIA. “Together with Lumentum, NVIDIA is advancing the world’s most sophisticated silicon photonics to build the next generation of gigawatt-scale AI factories.”
He added: “With Coherent, NVIDIA is pioneering next-generation silicon photonics to enable AI infrastructure at unprecedented scale, speed and energy efficiency.”
“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. “In support of this collaboration, we are also investing in a new fabrication facility to increase capacity and accelerate innovation. We’re excited to work together to expand what’s possible for the AI optical architectures of tomorrow.”
“This strategic relationship underscores Coherent’s role as a key enabler of next-generation AI data center infrastructure,” said Jim Anderson, CEO of Coherent. “We are proud to expand our 20-year relationship with NVIDIA by increasing their access to include multiple product families to help them build the AI data centers of the future.”
