Nvidia(US:NVDA) Ge Long Hui·2026-03-02 15:48Core Viewpoint - Nvidia (NVDA.US) has announced a strategic partnership with two leading companies in the optical communication sector, Lumentum and Coherent, involving a total investment of $4 billion to enhance advanced optical technology research and manufacturing, thereby solidifying its global leadership in AI and accelerated computing [1] Group 1 - Nvidia's stock rose over 2% to $181.18 following the announcement of the partnership [1] - The company will invest $2 billion in each of the two firms, Lumentum and Coherent, totaling $4 billion [1] - The collaboration aims to advance the development of cutting-edge silicon photonics technology, facilitating unprecedented scale, speed, and energy efficiency in AI infrastructure [1] Group 2 - Nvidia's CEO, Jensen Huang, emphasized that AI is reshaping computing paradigms and driving the largest-scale computing infrastructure buildout in history [1] - The partnership is expected to create a gigawatt-level next-generation AI computing factory [1]