
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
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