Velocity
Lumentum

Lumentum

Infrastructure · AI

NVIDIA Invests $2B in Lumentum for AI Data Center Optics Push

March 2, 2026$2.0B

NVIDIA announced a $2 billion investment in Lumentum to expand U.S. manufacturing and R&D for advanced optics in AI infrastructure. The multiyear deal includes purchase commitments for laser components to scale next-gen data centers.

Lead Investors

Nvidia

Read the Full Story in Velocity

Get curated startup and tech news with new stories published daily, company insights, and real-time alerts.