Nvidia Invests $4 Billion in Optical Suppliers Lumentum and Coherent
SiliconANGLE's March report points to co-packaged optics as a bottleneck for AI clusters.
SiliconANGLE's March report points to co-packaged optics as a bottleneck for AI clusters.
Jensen Huang announced the deals in London during a European tour that began in Paris.
Vistra, Oklo and TerraPower agreements are meant to power Meta's Prometheus AI supercluster.
The West Virginia campus contract accounts for nearly half of the AI cloud's reported backlog growth.
The June agreement covers $150 million in monthly payments through 2029 for Colossus 2 in Memphis.
The November 2025 deal valued Anthropic in the range of $350 billion and tied cloud, chips and capital together.
The deal, announced August 19, reportedly values the model marketplace at about $7.5 billion; Stripe did not disclose terms.
The June 22 deal covers memory and storage design and supply, and includes an investment in Anthropic's funding round.
The Defense Department said the companies' AI hardware and models will be deployed at Impact Level 6 and 7.
Announced October 2, the deal pairs a leading chip-design software vendor with OpenAI's model expertise.