Nvidia’s spending $4 billion on photonics to stay ahead of the curve in AI

Optical tech from Lumentum and Coherent could be key to connecting the GPUs inside AI data centers.
Compound Semiconductor

NVIDIA to invest $4b in Lumentum and Coherent

The nonexclusive agreement wth Lumentum includes an NVIDIA multibillion purchase commitment and future capacity access rights ...

Exclusive-China's DeepSeek trained AI model on Nvidia's best chip despite US ban, official says

By Steve Holland and Alexandra Alper WASHINGTON, Feb 23 (Reuters) - Chinese AI startup DeepSeek's latest AI model, set to be ...

NVIDIA Announces Strategic Partnership With Lumentum to Develop State-of-the-Art Optics Technology

SANTA CLARA, Calif. and SAN JOSE, Calif., March 02, 2026 (GLOBE NEWSWIRE) -- NVIDIA today announced multiyear strategic agreements with Lumentum Holdings Inc. (NASDAQ: LITE) to accelerate innovation ...

Nvidia results are AI market's biggest test amid competitive worries

By Arsheeya Bajwa and Aditya Soni Feb 24 (Reuters) - As Nvidia heads into quarterly earnings on Wednesday, AI investors are seeking evidence that the chipmaker's profits are growing apace on the back ...

Nvidia CEO shocks AI community over the one thing he didn’t do

Jensen Huang's big move has even bigger financial implications.