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StocksMediumUpdated×2•Originally published 2 March 2026•Updated 3 March 2026•

1 min read

Nvidia Invests $4B in Lumentum and Coherent to Secure AI Optical Supply Chain

Key Facts

1New deals and investments by Nvidia triggered a significant surge in the stocks of Coherent and Lumentum.

3 months ago

Version History

Version 23 months ago

What changed: Revealed specific $4 billion investment figures, purchase commitments, and capacity access rights, triggering a 7% premarket stock rally.

Version 13 months ago

What changed: Added JPMorgan's analysis identifying Lumentum as a key beneficiary, while specifying technical drivers like 800G+ technologies and hyperscaler spending.

Nvidia has announced a massive $4 billion investment, committing $2 billion each to Lumentum and Coherent to bolster its AI infrastructure capabilities. The deals involve multiyear, non-exclusive strategic agreements that include multibillion-dollar purchase commitments for critical optical components. These agreements grant Nvidia future capacity access rights, ensuring a stable supply of 800G+ datacom technologies for its high-performance data centers. Following the announcement, shares of both Lumentum and Coherent surged more than 7% in premarket trading. This development aligns with JPMorgan’s recent assessment of a multi-year upcycle in the optics sector driven by massive hyperscaler spending. The move further solidifies Nvidia's role as a primary catalyst for growth across the global semiconductor and optical networking industries.