$NVDA has just invested $2 billion to support Lumentum

$NVDA is investing $2B into Lumentum $LITE and another $2B into Coherent $COHR under separate multiyear, nonexclusive optics deals.

Both include multibillion-dollar purchase commitments and give Nvidia future capacity/access rights for advanced laser and optical networking… pic.twitter.com/kUaawAVL8m

— Wall St Engine (@wallstengine) March 2, 2026