AI Fund Flows

Nvidia → Lumentum: $2B investment

Nvidia invests $2 billion in Lumentum. Investment for a new US fab making lasers for data center optics, with a multibillion-dollar Nvidia purchase commitment and rights to future capacity.

This deal is 2% of everything Nvidia pays and 100% of everything Lumentum receives in this database.

Date
Mar 2, 2026
Paid by
Nvidia
Received by
Lumentum
Type
Investment
Amount
$2B
Status
closed
Note
convertible preferred shares + multiyear purchase commitment

Sources

All deals between Nvidia and Lumentum

More Nvidia / Lumentum deals

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