NVIDIA to invest $2 billion in Coherent and sign multibillion-dollar purchase commitment

NVIDIA and Coherent signed a multiyear, nonexclusive strategic partnership on March 2, 2026 to develop optics technology for next-generation data center architecture. NVIDIA is investing $2 billion in Coherent, and it made a multibillion-dollar purchase commitment for advanced lasers and optical networking products, with future access and capacity rights. The investment funds research and development, future capacity and operations as Coherent builds out U.S. manufacturing.

• NVIDIA invests $2 billion in Coherent.
• Multibillion-dollar NVIDIA purchase commitment for advanced lasers and optical networking products.
• Agreement is nonexclusive and multiyear, with future access and capacity rights for NVIDIA.
• Proceeds support R&D, future capacity and U.S.-based manufacturing.