NVIDIA invests $2 billion in Lumentum and signs multiyear optics agreement

NVIDIA said it is investing $2 billion in Lumentum to fund optics R&D, future capacity and operations, including a new US-based fab. The agreement is nonexclusive and includes an NVIDIA purchase commitment described only as multibillion. NVIDIA also gets rights to future capacity for advanced laser components, which matters for the optics supply behind AI networking.

• $2 billion NVIDIA investment in Lumentum
• Multibillion-dollar NVIDIA purchase commitment; exact value not disclosed
• Nonexclusive; NVIDIA gets rights to future advanced laser component capacity
• Includes a new US-based fab