NVIDIA invests $2B in Coherent; multi-year optics supply pact for AI data centers

COHERENT CORP.

NVIDIA buys 7.79M Coherent shares at $256.80/share via private placement, totaling $2B.
Multi-year non-exclusive agreement includes a multi-billion-dollar purchase commitment from NVIDIA for advanced laser and optical networking products.
Partnership focuses on co-packaged optics and silicon photonics to enable next-gen AI infrastructure.
Coherent will use the investment to expand U.S.-based manufacturing, R&D, and capacity for AI data center optics.

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