NVIDIA and Coherent have signed an agreement to develop advanced optics for next-generation AI infrastructure. The deal expands manufacturing capacity and joint research for laser and optical networking products. It includes an NVIDIA multibillion dollar purchase commitment and future capacity rights.
NVIDIA will also invest $2 billion in Coherent to support R&D, production capacity and operations as Coherent expands its U.S.-based manufacturing capabilities.
As AI infrastructure scales, optical interconnects and advanced package integration provide high-bandwidth, energy-efficient connectivity across AI facilities. The agreement brings together NVIDIA’s work in AI computing and networking with Coherent’s optical manufacturing capabilities. The partnership supports research and manufacturing capacity for AI data center deployments.
“Computing has fundamentally changed. In the age of AI, software runs on intelligence with tokens generated in real time by AI factories for every interaction and every context,” said Jensen Huang, founder and CEO of NVIDIA. “With Coherent, NVIDIA is pioneering next-generation silicon photonics to enable AI infrastructure at unprecedented scale, speed and energy efficiency.”
“This strategic relationship underscores Coherent’s role as a key enabler of next-generation AI data center infrastructure,” said Jim Anderson, CEO of Coherent. “We are proud to expand our 20-year relationship with NVIDIA by increasing their access to include multiple product families to help them build the AI data centers of the future.”
Source: NVIDIA
About NVIDIA
NVIDIA, founded in 1993 and headquartered in Santa Clara, CA, designs and manufactures graphics processing units, systems on chips, networking hardware, and AI intelligence software such as CUDA. Its products serve industries including gaming, data centers, autonomous vehicles, professional visualization, robotics, health care, and energy. The company introduced the GPU in 1999 and later expanded into accelerated computing and AI infrastructure. In gaming, its GPUs support high-performance rendering, while in AI and high-performance computing, its systems provide the infrastructure for training and deploying large-scale models. NVIDIA also develops tools for robotics and autonomous driving.
About Coherent
Coherent Corp. is a U.S. technology company that develops and manufactures engineered materials, lasers and optical components. It serves industrial manufacturing, optical communications, semiconductor equipment, aerospace, defense and life sciences markets. The company was founded in 1971 and is headquartered in Saxonburg, PA. Coherent operates research, manufacturing and sales facilities in more than 20 countries. Its products include laser systems, optical transceivers, photonic components and materials used in precision manufacturing, networking, sensing and imaging. Customers include OEMs, system integrators, industrial users and government agencies.