$NVDA has just invested $2 billion to support Lumentum

来源: chyang98 于 2026-03-02 06:12:08 [档案] [旧帖] [给我悄悄话] 阅读数 : (911 bytes)

本帖于 2026-03-02 06:15:21 时间, 由普通用户 chyang98 编辑

$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

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