Jensen Huang, CEO of Nvidia Corp., speaks during the CES 2026 event in Las Vegas, Nevada, U.S., Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop physical and industrial AI solutions to bring AI-driven innovation to the industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images
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NVIDIA is investing a combined $4 billion in two companies developing photonics technologies, as it seeks to shore up research processes and supply chains to support the important buildout of AI infrastructure.
The American chip giant announced on Monday that it will invest $2 billion in lument and the same amount in Consistent.
Both companies are developing optical technology: systems that generate or transmit light and are used in functions such as sensing and data transfer.
Lumentum is a US-based company that is developing optical and photonic technologies to power the networks and infrastructure behind artificial intelligence, cloud computing, and next-generation communications.
Coherent, also based in the US, develops photonics technology, which refers to the harnessing of light (photons) to create components and systems that enable high-performance optical applications.
“Together with Lumentum, NVIDIA is advancing the world’s most sophisticated silicon photonics to build the next generation of gigawatt-scale AI factories,” Jensen Huang, founder and CEO of Nvidia, said in a statement.
One-day stock chart for Nvidia, Lumentum and Coherent.
The agreement with Lumentum is a multi-year strategic agreement that includes a multi-million dollar purchase commitment from Nvidia and future capacity rights for advanced laser components.
Nvidia will work with Coherent on developing next-generation silicon photonics for AI infrastructure, Huang said.
The chip giant’s deal with Coherent also includes a multimillion-dollar purchase commitment and future access and capacity rights for advanced laser and optical networking products.
