NVIDIA has signed multiyear agreements with Lumentum Holdings to develop optical technologies and R&D for next-generation AI infrastructure. The deal includes a multibillion NVIDIA purchase commitment and future capacity access for advanced laser components. NVIDIA will also invest $2 billion in Lumentum to support R&D, expand operations, and build a new U.S.-based manufacturing facility.
Scaling AI factories depends on optical interconnect technology and package integration to improve energy efficiency and network reliability. The collaboration brings together NVIDIA’s AI, computing, and networking technologies with Lumentum’s optics and manufacturing capabilities. The investment will help Lumentum expand manufacturing capacity and R&D to support AI data center infrastructure.
“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 Holdings
Lumentum Holdings Inc. develops optical and photonic products used in communications networks and industrial laser applications. The company formed in 2015 after a spin-off from JDS Uniphase and is headquartered in San Jose, CA. Lumentum produces lasers, optical components, modules, and subsystems for telecom networks, cloud data centers, enterprise connectivity, and data communications infrastructure. Its technologies also support industrial manufacturing, semiconductor processing, solar cell production, display manufacturing, and sensing applications. Customers include telecommunications operators, cloud service providers, network equipment manufacturers, and industrial technology companies. The company operates through two segments, Cloud and Networking, and Industrial Tech. Cloud and Networking products support optical transport, data center interconnect, and access networks. Industrial Tech products include fiber lasers, diode lasers, and ultrafast laser systems used in precision manufacturing. Lumentum operates research, manufacturing, and sales facilities worldwide. The company employed about 10,500 people globally.