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Nvidia invests $4 billion into photonics firms in a bid to bolster data center interconnect supply chains — Lumentum and Coherent investment to fund U.S. R&D and manufacturing facilities, supports capacity rights and future access

Tom's Hardware: For The Hardcore PC Enthusiast [Unofficial] March 4, 2026
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Nvidia has invested a combined $4 billion USD in photonics and networking companies Lumentum and Coherent in a deal that will see both building U.S. facilities, while locking down access rights and capacity for future technologies.

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