News: Optoelectronics
10 March 2026
NVIDIA investing $2bn in Coherent’s R&D, capacity expansion and operations as it builds out US-based manufacturing
NVIDIA of Santa Clara, CA, USA and materials, networking and laser technology firm Coherent Corp of Saxonburg, PA, USA have announced a multi-year strategic agreement to advance the frontier of advanced optics technologies, including manufacturing capacity and R&D, to enable next-generation AI infrastructure.
The non-exclusive agreement includes an NVIDIA multi-billion-dollar purchase commitment and future access and capacity rights for advanced laser and optical networking products. In addition, NVIDIA is investing $2bn in Coherent to support R&D, future capacity and operations as Coherent builds out its US-based manufacturing capabilities.
Optical interconnects and advanced package integration are foundational to the next phase of AI infrastructure, as they unlock ultrahigh-bandwidth, energy-efficient connectivity across AI factories. This expanded partnership harnesses NVIDIA’s leadership in AI, accelerated computing and networking, and Coherent’s expertise in optical innovation and advanced manufacturing, enabling Coherent to scale its R&D and manufacturing capacity to support the global buildout of next-generation AI data centers.
“Computing has fundamentally changed. In the age of AI, software runs on intelligence with tokens generated in real time by AI factories for every interaction and every context,” says NVIDIA’s founder & CEO Jensen Huang. “With Coherent, NVIDIA is pioneering next-generation silicon photonics to enable AI infrastructure at unprecedented scale, speed and energy efficiency.”
“This strategic relationship underscores Coherent’s role as a key enabler of next-generation AI data-center infrastructure,” says Coherent’s CEO Jim Anderson. “We are proud to expand our 20-year relationship with NVIDIA by increasing their access to include multiple product families to help them build the AI data centers of the future.”
NVIDIA announces strategic partnership with Lumentum to develop data-center optics
