Invezz
29 May 2026, 07:13 UTC · 13h ago
Source · https://invezz.com/news/2026/05/29/nvidia-is-quietly-betting-7b-on-this-emerging-tech-for-next-phase-of-ai-growth/
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Nvidia is investing over $7 billion in photonics suppliers including Lumentum, Coherent, and Corning to secure the infrastructure for next-generation AI clusters. — Securing the 'pipes' for AI data movement reduces supply chain risk and expands Nvidia's moat beyond GPUs into high-end networking.
+0.60Nvidia's multi-year purchase commitments provide guaranteed volume and higher utilization for optical component manufacturers Lumentum and Coherent. — Direct commitments from a dominant player like Nvidia significantly derisk revenue forecasts for these specific mid-cap suppliers.
+0.50Nvidia is moving to gain more direct control over the lasers and fiber connectivity used inside massive AI data centers. — Vertical integration into photonics may protect margins and accelerate the rollout of new networking standards like Spectrum-X.
+0.30Ticker attribution
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Model heads
Beneficiary of multi-year purchase commitments and guaranteed volume from Nvidia.
Beneficiary of multi-year purchase commitments and guaranteed volume from Nvidia.
Strategically investing $7B+ in photonics to secure next-gen AI infrastructure and protect margins.
Named as a key partner in Nvidia's expanded commitment to AI connectivity pipes.
[a_to_b] Coherent supplies optical components and lasers for Nvidia's AI interconnects.
[a_to_b] Lumentum supplies optical components and lasers for Nvidia's AI interconnects.
[mutual] Nvidia has entered into a partnership with Corning regarding fiber connectivity and photonics.
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