NVIDIA has signed multiyear agreements with Lumentum Holdings to develop advanced optics for next-generation AI infrastructure. The partnerships center on R&D to support AI systems designs. As AI workloads scale, demand for faster optical interconnects and efficient data center networking continues to rise. The collaboration targets optical components that link GPUs, networking hardware and large compute clusters.
NVIDIA is backing Lumentum with a $2 billion investment and a purchase commitment for advanced laser components. The agreement also grants NVIDIA future capacity access rights to AI infrastructure. The funding will expand R&D, increase production capacity and support operations. It will also support U.S.-based manufacturing at a new fabrication facility.
“AI has reinvented computing and is driving the largest computing infrastructure buildout in history,” said Jensen Huang, founder and CEO of NVIDIA. “Together with Lumentum, NVIDIA is advancing the world’s most sophisticated silicon photonics to build the next generation of gigawatt-scale AI factories.”
“This multiyear strategic agreement reflects our shared commitment to advancing the optics technologies that will power the next generation of AI infrastructure,” said Michael Hurlston, CEO of Lumentum. “In support of this collaboration, we are also investing in a new fabrication facility to increase capacity and accelerate innovation. We’re excited to work together to expand what’s possible for the AI optical architectures of tomorrow.”
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 Lumentum
Lumentum is a U.S. technology company that designs and builds optical and photonic products for data communications, telecommunications and industrial laser markets. It supplies lasers, transceiver modules, amplifiers, wavelength management parts and optical components used in cloud and networking equipment, manufacturing and sensing systems. The company serves business customers in telecom, cloud and enterprise networking, data centers and industrial manufacturing. Lumentum was founded in 2015 after a spin-off from JDS Uniphase. It is headquartered in San Jose, CA, and has about 11,000 global employees. The company sells products to network operators, cloud service providers, equipment manufacturers and industrial users across the Americas, Asia-Pacific, Europe, the Middle East and Africa.