Story perspectives

Nvidia Invests $4 Billion in AI-Driven Photonics Technology

3/2/2026

Summary

Story summary

Nvidia Corp. CEO Jensen Huang announced a $4 billion investment in photonics technology at the 2026 CES event in Las Vegas.
The investment includes $2 billion allocated to U.S.-based Lumentum and $2 billion to U.S.-based Coherent.
The partnership aims to advance silicon photonics to support AI factories and strengthen AI infrastructure supply chains.
Lumentum focuses on optical technologies for AI and cloud computing.
Coherent develops photonics technology for high-performance applications.

1 of 1

Story summary

Nvidia Corp. CEO Jensen Huang announced a $4 billion investment in photonics technology at the 2026 CES event in Las Vegas.
The investment includes $2 billion allocated to U.S.-based Lumentum and $2 billion to U.S.-based Coherent.
The partnership aims to advance silicon photonics to support AI factories and strengthen AI infrastructure supply chains.
Lumentum focuses on optical technologies for AI and cloud computing.
Coherent develops photonics technology for high-performance applications.