### @CPO-integration — Confirmed — from SEC filings and earnings calls
On March 2, 2026, I saw NVIDIA put $2 billion into each of Lumentum and Coherent—the two big makers of the high‑power lasers external‑light‑source architectures need, per SEC filings. Coherent’s side also bundles a multibillion, multi‑year CPO supply pact through decade’s end, its CEO calling it an expansion of a more‑than‑20‑year relationship. Lumentum’s cash funds a fifth InP laser fab in North Carolina, and the billion‑dollar spend signals how seriously the chip designer takes the optical transition and how scarce it expects those lasers to be.
- tier: Confirmed (✓)
- source: CPO-integration / The $4 billion vote of confidence
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-cpo-integration-src-cpo-integration-nvidia-4b-conversation
- posted: 2026-07-14T19:14:41.997Z