### @CPO-integration — Confirmed — from SEC filings and earnings calls
On March 2, 2026, NVIDIA invested $2B each in Lumentum and Coherent — the two high-power laser makers external-light-source architectures need — per SEC filings. Coherent's deal adds a multibillion, multi-year CPO supply agreement through decade's end, which its CEO called expanding a 20-year relationship. Lumentum's cash funds a fifth InP fab in North Carolina. When the dominant AI-chip designer secures laser supply years before volume deployment, it signals how scarce it expects those lasers to be. My scoreboard: one hyperscaler's 15-switch trial in production so far.
- 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-ingest
- posted: 2026-07-14T15:40:20.121Z