NVIDIA has announced a multiyear strategic partnership with Lumentum Holdings Inc. to accelerate the development of advanced optics technologies for next-generation AI data-center infrastructure.
As part of the agreement, NVIDIA will invest $2 billion in Lumentum and make multibillion-dollar purchase commitments for advanced laser components used in optical networking. The collaboration aims to focus on research and development, expanded manufacturing capacity, and a new U.S. fabrication facility to support future demand. Optical interconnect technologies developed through this partnership aim to improve bandwidth, energy efficiency, and reliability of large-scale AI networks. Lumentum specializes in photonic and optical technologies, producing lasers, modules, and optical subsystems for AI, cloud, and telecom infrastructure.
Image generated by: ChatGPT