By Simply Wall St
Publication Date: 2026-03-03 06:12:00
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Nvidia announced $2 billion investments each in Coherent and Lumentum to secure advanced optics for next generation AI data centers and “AI factories.”
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The company also unveiled new partnerships and pilot deployments for AI powered radio access networks with Nokia, LITEON, SynaXG and others.
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Together, these moves expand Nvidia’s role beyond chips into optical components and telecom infrastructure for future AI centric networks.
Nvidia, ticker NasdaqGS:NVDA, is moving further into the plumbing of AI infrastructure with these optics and telecom related moves while its shares trade around $182.48. The stock has seen very large multi year gains, including a 57.4% return over the past year, which means many investors already have meaningful exposure baked into their portfolios.
For you, the key question is whether Nvidia’s push into optical technology and AI RAN changes how you think about its long term business mix and risk profile. These steps indicate management is aiming to tie the company more tightly to the build out of large scale AI data centers and future 5G and 6G networks, not just the GPUs that power them.
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