Nvidia invests $4B in photonics to secure AI data center future

Nvidia is investing a combined $4 billion in U.S. photonics makers Lumentum and Coherent via multi‑year strategic agreements that bundle equity stakes with multibillion‑dollar purchase commitments and future capacity rights. The deals, announced March 2, 2026 and widely reported March 4, aim to lock in advanced optical components for next‑generation AI data centers and U.S. manufacturing build‑out.([nvidianews.nvidia.com](https://nvidianews.nvidia.com/news/nvidia-and-coherent-announce-strategic-partnership-to-develop-optics-technology-to-scale-next-generation-data-center-architecture?utm_source=openai))