qixing: Nvidia to Invest $2 Billion in Coherent

Nvidia to Invest $2 Billion in Coherent


3 Mar 2026 at 08:02am
Global AI computing giant Nvidia recently announced a strategic partnership with leading optics technology company Coherent, investing $2 billion (approximately RMB 13.74 billion) to support its R& and capacity expansion. This multi-year, non-agreement also includes billions of dollars in procurement commitments aimed at providing core technological support for next-generation AI infrastructure.
According to the agreement, Nvidia will gain a stable supply chain and access to Coherent's advanced laser and optical networking products and production capacity. The collaboration will focus on optical interconnects and advanced packaging integration technologies, which are considered key foundations for building future AI data centers, enabling ultra-high bandwidth and high-efficiency data transmission solutions.
Notably, this $2 billion investment will directly support Coherent's manufacturing capabilities in the United States, including major infrastructure projects such as new wafer fabs. This partnership not only continues the two companies' 20-year partnership but also signifies industry recognition of the strategic value of optical technology in the AI ​​era.
Industry analysts point out that this investment by Nvidia is a crucial part of its efforts to build a complete AI ecosystem. Following its previous investments in companies such as CoreWeave and OpenAI, NVIDIA is leveraging both capital and technology to secure its core position in the artificial intelligence industry chain. Coherent CEO Jim Anderson stated that this collaboration will accelerate innovative breakthroughs in optical interconnect technology for AI data centers, providing stronger infrastructure support for future AI systems.

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