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Nvidia and Lumentum form $2bn AI optics partnership
Mar. 09, 2026 –
By Asma Adhimi, eeNews Europe
NVIDIA has struck a multiyear strategic partnership with Lumentum Holdings to accelerate the development of advanced optics technologies for next-generation AI infrastructure. The deal combines a major investment, long-term purchase commitments and expanded R&D collaboration focused on data center optics and silicon photonics.
For eeNews Europe readers, this matters because optical interconnects are becoming a central bottleneck — and opportunity — in AI system scaling, energy efficiency and advanced packaging. The agreement also highlights renewed investment in U.S.-based manufacturing and capacity expansion, a trend with clear implications for the global photonics supply chain.
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