SANTA CLARA, CA and SAXONBURG, PA, Mar 10, 2026 – NVIDIA and Coherent Corp. have signed a multiyear agreement to develop optical technologies for next-generation AI infrastructure. The deal includes a multibillion NVIDIA purchase commitment and future access and capacity rights for laser and optical networking products. NVIDIA will also invest $2 billion in Coherent to support R&D, expand operations, and build U.S.-based manufacturing capacity.
The next phase of AI infrastructure depends on optical interconnects and package integration to deliver high-bandwidth, energy-efficient connectivity. The collaboration combines NVIDIA’s AI, computing, and networking technologies with Coherent’s expertise in optics and manufacturing capabilities. The agreement supports Coherent’s expansion of R&D and manufacturing capacity to supply components for AI data center infrastructure.
“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. develops and manufactures photonics products, optical materials, and semiconductor components used in communications and industrial technologies. Founded in 1971, the company is headquartered in Saxonburg, PA. Coherent designs lasers, optical modules, and engineered materials for data center networks, telecommunications systems, and industrial manufacturing. Its technologies also support semiconductor fabrication, aerospace and defense systems, sensing equipment, and scientific instrumentation. Customers include telecommunications equipment providers, cloud infrastructure companies, semiconductor manufacturers, and industrial equipment suppliers. The company operates manufacturing, research, sales, and service facilities in multiple regions worldwide. Coherent organizes its business around compound semiconductor technologies and photonic solutions used in optical interconnects, laser processing, sensing, and electronics applications. The company operates in more than 20 countries. Coherent employes about 26,000 people globally.