NVIDIA Announces Strategic Partnership With Lumentum to Develop State-of-the-Art Optics Technology
NVIDIA to Invest $2 Billion in Lumentum to Grow Capacity, Advance US-Based Manufacturing and Deepen R&D Collaboration in Data Center Optics
SANTA CLARA, Calif. and SAN JOSE, Calif., March 02, 2026 (GLOBE NEWSWIRE) — NVIDIA today announced multiyear strategic agreements with Lumentum Holdings Inc. (NASDAQ: LITE) to accelerate innovation in advanced optics technologies, including research and development, to enable next-generation AI infrastructure and systems designs.
The nonexclusive agreement includes an NVIDIA multibillion purchase commitment and future capacity access rights for advanced laser components. In addition, NVIDIA is investing $2 billion in Lumentum to support R&D, future capacity and operations as the company builds out its U.S.-based manufacturing capabilities in a new fab.
Optical interconnect technology and package integration are critical for the continued scaling of AI factories, improving the energy efficiency and resiliency of large-scale AI networks. This expanded collaboration will draw on the strengths of NVIDIA’s leadership in AI, accelerated computing and networking, and Lumentum’s leadership in optics and advanced manufacturing. The investment enables Lumentum to scale its manufacturing capacity and R&D to meet the needs of future AI data centers.
Jensen Huang, founder and CEO of NVIDIA, said:
AI has reinvented computing and is driving the largest computing infrastructure buildout in history,
“Together with Lumentum, NVIDIA is advancing the world’s most sophisticated silicon photonics to build the next generation of gigawatt-scale AI factories.”
Michael Hurlston, CEO of Lumentum, said:
This multiyear strategic agreement reflects our shared commitment to advancing the optics technologies that will power the next generation of AI infrastructure,
“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.”
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NVIDIA Announces Strategic Partnership With Lumentum to Develop State-of-the-Art Optics Technology, source
