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Nvidia to invest $4 billion in two photonics companies

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Nvidia has announced it is investing a combined $4 billion in two companies developing photonics technologies.

The U.S. chip giant announced on Monday it’s investing $2 billion in Lumentum and the same amount in Coherent.

Lumentum is a U.S.-based company that is developing optical and photonic technologies to power the networks and infrastructure behind AI, cloud computing and next-generation communications.

Coherent, also based in the U.S., develops photonics technology, which refers to harnessing light (photons) to create components and systems that enable high-performance optical applications.

“Together with Lumentum, NVIDIA is advancing the world’s most sophisticated silicon photonics to build the next generation of gigawatt-scale AI factories,” said Jensen Huang, founder and CEO of Nvidia, said in a statement.

He added that Nvidia will work with Coherent on developing next-generation silicon photonics for AI infrastructure.

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One-day stock chart for Nvidia, Lumentum and Coherent.



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