NVIDIA and Coherent Corp. (NYSE: COHR) announced a multiyear strategic agreement to advance the frontier of advanced optics technologies, including manufacturing capacity and research and development, to enable next-generation AI infrastructure.

The nonexclusive agreement includes an NVIDIA multibillion-dollar purchase commitment and future access and capacity rights for advanced laser and optical networking products. In addition, NVIDIA is investing $2 billion in Coherent to support research and development, future capacity and operations as Coherent builds out its U.S.-based manufacturing capabilities.

Optical interconnects and advanced package integration are foundational to the next phase of AI infrastructure, as they unlock ultrahigh-bandwidth, energy-efficient connectivity across AI factories. This expanded partnership harnesses NVIDIA’s leadership in AI, accelerated computing and networking, and Coherent’s expertise in optical innovation and advanced manufacturing, enabling Coherent to scale its R&D and manufacturing capacity to support the global buildout of next-generation AI data centres.

“Computing has fundamentally changed. In the age of AI, software runs on intelligence with tokens generated in real time by AI factories for every interaction and every context,” said Jensen Huang, founder and CEO of NVIDIA. “With Coherent, NVIDIA is pioneering next-generation silicon photonics to enable AI infrastructure at unprecedented scale, speed and energy efficiency.”

“This strategic relationship underscores Coherent’s role as a key enabler of next-generation AI data centre infrastructure,” said Jim Anderson, CEO of Coherent. “We are proud to expand our 20-year relationship with NVIDIA by increasing their access to include multiple product families to help them build the AI data centres of the future.”

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